StreetAlpha
13F holdings · Q2 2026

ARCH Venture Management

Chicago, IL · files as ARCH Venture Management, LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1274403

ARCH Venture Management reported 12 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PBLS (15.9%), BEAM (14.2%) and RAPP (14.1%). Compared with Q1 2026, the fund opened new positions in PBLS, SPTX and BOLD, trimmed VIR and sold out of QTTB.

Reported value$1.1B+62.5% vs last quarter
Stocks held123 new · 1 sold out
Top 5 weight68.5%very concentrated
Turnover29%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
PBLS
Parabilis Medicines Inc Com
$176M15.9%6.4MNew position1 of 8
2
BEAM
Beam Therapeutics Inc
$156M14.2%4.5MNo change8 of 8
3
RAPP
Rapport Therapeutics Inc
$155M14.1%3.7MNo change8 of 8
4
SPTX
Seaport Therapeutics Inc
$137M12.4%6.3MNew position1 of 8
5
ERAS
Erasca Inc
$130M11.8%7.1MNo change8 of 8
6
VIR
Vir Biotechnology Inc
$129M11.8%12.7M−223K (−2%)5 of 8
7
MAZE
Maze Therapeutics Inc
$123M11.2%4.1MNo change6 of 8
8
LYEL
Lyell Immunopharma Inc
$45.5M4.1%3.2MNo change5 of 8
9
GENB
Generate Biomedicines Inc
$32.8M3.0%1.9MNo change2 of 8
10
TXG
10X Genomics Inc
$8.4M0.8%218KNo change3 of 8
🔒 2 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
QTTB
Q32 Bio Inc
$2.1M320K

Reported value

last 8 quarters
$261MQ3 '24
$230MQ4 '24
$206MQ1 '25
$299MQ2 '25
$492MQ3 '25
$652MQ4 '25
$677MQ1 '26
$1.1BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

ARCH Venture Management 13F FAQ

What does ARCH Venture Management own?

ARCH Venture Management reported 12 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PBLS (15.9%), BEAM (14.2%) and RAPP (14.1%). The table above lists every position in the filing (the top 10 without an account).

What did ARCH Venture Management buy and sell in Q2 2026?

Compared with Q1 2026: 3 new positions, 0 added to, 1 trimmed and 1 sold out. New positions include PBLS, SPTX and BOLD. It sold all of QTTB.

When will ARCH Venture Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is ARCH Venture Management's portfolio worth?

The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.