Q2 2026 13F · SEC CIK 1637946
General Catalyst Group Management, LLC
Hedge fundFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $188.5M
- Reported positions
- 14
- Top holdings a year, 3 yrs
- +14.1%
- Assets under management
- $45.5B
General Catalyst Group Management, LLC is a hedge fund that reported 14 positions worth $188.5M in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were Arrivent Biopharma Inc (AVBP, 27.5%), Parabilis Medicines, Inc. (PBLS, 23.2%), Maplebear Inc (CART, 17.9%). A portfolio copying its top holdings returned 14.1% a year over the last 3 years, against 20.4% for the S&P 500.
General Catalyst Group Management, LLC holdings all 14 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AVBPArrivent Biopharma Inc | 27.5% | +0.0% | $51.9M |
| PBLSParabilis Medicines, Inc. | 23.2% | — | $43.8M |
| CARTMaplebear Inc | 17.9% | +0.0% | $33.7M |
| MAZEMaze Therapeutics Inc | 16.4% | +0.0% | $30.9M |
| ODTXOdyssey Therapeutics, Inc. | 8.0% | — | $15.2M |
| EIKNEikon Therapeutics Inc | 2.1% | +0.0% | $4.0M |
| GUTSFractyl Health Inc | 2.1% | -0.0% | $3.9M |
| LIFEEthos Technologies Inc | 0.7% | +0.0% | $1.3M |
| CPNGCoupang Inc | 0.5% | +49.1% | $950K |
| AMZNAmazon Com Inc | 0.5% | +50.3% | $925K |
| METAMeta Platforms Inc | 0.4% | +100.6% | $744K |
| DASHDoordash Inc | 0.3% | — | $526K |
| CVNACarvana Co | 0.2% | — | $426K |
| FIGFigma Inc | 0.1% | +0.0% | $269K |
What General Catalyst Group Management, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- PBLS Parabilis Medicines, Inc.23.2% of 13F
- ODTX Odyssey Therapeutics, Inc.8.0% of 13F
- DASH Doordash Inc0.3% of 13F
- CVNA Carvana Co0.2% of 13F
Added to
- META Meta Platforms Inc+100.6% shares
- AMZN Amazon Com Inc+50.3% shares
- CPNG Coupang Inc+49.1% shares
Reduced
No position shrank by more than 5%.
Sold out
- IOT Samsara Inc.was 34.5%
- GTLB Gitlab Incwas 10.9%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -0.9% /yr
- S&P 500 +20.1%
- 3 years
- +14.1% /yr
- S&P 500 +20.4%
- 5 years
- -3.7% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $188.5M | 14 |
| Q1 2026 | $183.6M | 12 |
| Q4 2025 | $221.7M | 7 |
| Q3 2025 | $3.0B | 8 |
| Q2 2025 | $4.3B | 10 |
| Q1 2025 | $887.5M | 11 |
| Q4 2024 | $1.1B | 11 |
| Q3 2024 | $1.4B | 11 |
| Q2 2024 | $1.2B | 11 |
| Q1 2024 | $1.3B | 11 |
| Q4 2023 | $1.3B | 10 |
| Q3 2023 | $1.1B | 11 |
Questions about General Catalyst Group Management, LLC's portfolio
What stocks does General Catalyst Group Management, LLC own?
General Catalyst Group Management, LLC's latest 13F, for Q2 2026 and filed Aug 17, 2026, lists 14 positions worth $188.5M. The largest are Arrivent Biopharma Inc (AVBP) at 27.5%, Parabilis Medicines, Inc. (PBLS) at 23.2%, Maplebear Inc (CART) at 17.9%, Maze Therapeutics Inc (MAZE) at 16.4% and Odyssey Therapeutics, Inc. (ODTX) at 8.0%.
What did General Catalyst Group Management, LLC buy last quarter?
In Q2 2026, General Catalyst Group Management, LLC added a new position in Parabilis Medicines, Inc. (PBLS), a new position in Odyssey Therapeutics, Inc. (ODTX), a new position in Doordash Inc (DASH), a new position in Carvana Co (CVNA), Meta Platforms Inc (META) (+100.6% shares), Amazon Com Inc (AMZN) (+50.3% shares) and Coupang Inc (CPNG) (+49.1% shares), compared with its Q1 2026 filing.
What did General Catalyst Group Management, LLC sell last quarter?
In Q2 2026, General Catalyst Group Management, LLC sold all of Samsara Inc. (IOT) and sold all of Gitlab Inc (GTLB), compared with its Q1 2026 filing.
How has General Catalyst Group Management, LLC's portfolio performed?
A portfolio copying General Catalyst Group Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -0.9% against +20.1%. Over 5 years: -3.7% a year against +11.6%.
When is General Catalyst Group Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. General Catalyst Group Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does General Catalyst Group Management, LLC manage?
General Catalyst Group Management, LLC reported $45.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $188.5M.