13F holdings · Q2 2026

General Catalyst Group Management

Cambridge, MA · files as General Catalyst Group Management, LLC

Holdings as of Jun 30, 2026Filed Aug 17, 2026Next filing due Nov 16, 2026CIK 1637946

General Catalyst Group Management reported 14 stocks worth $189M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are AVBP (27.6%), PBLS (23.2%) and CART (17.9%). Compared with Q1 2026, the fund opened new positions in PBLS, ODTX and DASH, added to CPNG, AMZN and META and sold out of IOT and GTLB.

Reported value$189M+2.7% vs last quarter

Stocks held144 new · 2 sold out

Top 5 weight93.1%very concentrated

Turnover77%of the portfolio changed

🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	AVBP Arrivent Biopharma Inc	$51.9M	27.6%	1.5M	No change		8 of 8
2	PBLS Parabilis Medicines Inc Com	$43.8M	23.2%	1.6M	New position		1 of 8
3	CART Maplebear Inc	$33.7M	17.9%	711K	No change		8 of 8
4	MAZE Maze Therapeutics Inc	$30.9M	16.4%	1M	No change		6 of 8
5	ODTX Odyssey Therapeutics, Inc.	$15.2M	8.0%	810K	New position		1 of 8
6	EIKN Eikon Therapeutics Inc	$4M	2.1%	305K	No change		2 of 8
7	GUTS Fractyl Health Inc	$3.9M	2.1%	4.9M	No change		5 of 8
8	LIFE Ethos Technologies Inc	$1.3M	0.7%	74K	No change		2 of 8
9	CPNG Coupang Inc	$950K	0.5%	55K	+18K (+49%)		2 of 8
10	AMZN Amazon Com Inc	$925K	0.5%	3,882	+1,300 (+50%)		2 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 4 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

Stock	Value last quarter	Shares sold
IOT Samsara Inc	$63.4M	2M
GTLB Gitlab Inc	$19.9M	921K

Reported value

last 8 quarters

$1.4BQ3 '24

$1.1BQ4 '24

$888MQ1 '25

$4.3BQ2 '25

$3BQ3 '25

$222MQ4 '25

$184MQ1 '26

$189MQ2 '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

Filed	Form	Quarter
Aug 17, 2026	13F-HR	Q2 2026	SEC filing ↗

Other superinvestors

All hedge fund holdings →

General Catalyst Group Management 13F FAQ

What does General Catalyst Group Management own?

General Catalyst Group Management reported 14 stocks worth $189M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are AVBP (27.6%), PBLS (23.2%) and CART (17.9%). The table above lists every position in the filing (the top 10 without an account).

What did General Catalyst Group Management buy and sell in Q2 2026?

Compared with Q1 2026: 4 new positions, 3 added to, 0 trimmed and 2 sold out. New positions include PBLS, ODTX and DASH. It sold all of IOT and GTLB.

When will General Catalyst Group 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 General Catalyst Group Management's portfolio worth?

The Q2 2026 filing reports $189M 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.