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ARCH Venture Management, LLC

Momentum followerQuality / disciplined sizing

Total reported value

$677.1M

Reporting period: 2026-03-31 · Number of holdings: 10

ARCH Venture Management, LLC disclosed 10 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $677.1M and a quarterly turnover rate of 38.4%.

Personality snowflake

Concentration
62.71
Portfolio Stability
38.41
Momentum/Contrarian
100
Sector conviction
0
Diversification
20
Sizing Uniformity
92.06

Recent moves

  • Add ERAS

    -35.9%　$73.6M

  • Trim MAZE

    0.0%　-$47.7M

  • Add VIR

    0.0%　$37.8M

  • Trim GOSS

    0.0%　-$22.3M

  • Trim LYEL

    +17.7%　-$19.8M

  • Trim BEAM

    0.0%　-$17.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1MAZEMaze Therapeutics INCStock-Other18.16%-8.03%—
2RAPPRapport Therapeutics INCStock-Other17.23%-0.13%—
3VIRVir Biotechnology INCStock-Other17.09%+5.14%—
4ERASErasca INCStock-Other16.95%+10.64%-35.86%
5BEAMBeam Therapeutics INCStock-Other15.98%-3.33%—
6LYELLyell Immunopharma INCStock-Other9.62%-3.41%+17.69%
7GENBGenerate Biomedicines INCStock-Other3.59%+3.59%NEW
8TXG10x Genomics Inc-class AStock-Other0.68%-1.17%-70.46%
9GOSSGossamer Bio INCStock-Other0.39%-3.44%—
10QTTBQ32 Bio INCStock-Other0.30%+0.14%—

Holding changes this quarter

ARCH Venture Management, LLC's most significant position changes for 2026-03-31: New buy: Generate Biomedicines INC (GENB); Trim: Erasca INC (ERAS) — shares -35.86%; Add: Lyell Immunopharma INC (LYEL) — shares +17.69%; Trim: 10x Genomics Inc-class A (TXG) — shares -70.46%.

Position changes disclosed by ARCH Venture Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1ERASErasca INC+10.6%-35.86%Trim
2VIRVir Biotechnology INC+5.1%—Unchanged
3QTTBQ32 Bio INC+0.1%—Unchanged
4RAPPRapport Therapeutics INC-0.1%—Unchanged
5TXG10x Genomics Inc-class A-1.2%-70.46%Trim
6BEAMBeam Therapeutics INC-3.3%—Unchanged
7LYELLyell Immunopharma INC-3.4%+17.69%Add
8GOSSGossamer Bio INC-3.4%—Unchanged
9MAZEMaze Therapeutics INC-8%—Unchanged
10GENBGenerate Biomedicines INC—NEWNew buy

FAQ

What is ARCH Venture Management, LLC and what type of investor is it?
ARCH Venture Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $677.1M, spread across 10 disclosed positions.
What are ARCH Venture Management, LLC's largest equity positions?
Based on the latest 13F filing, ARCH Venture Management, LLC's top holdings by market value are: 1. Maze Therapeutics INC (MAZE) — $123.0M (18.2%) 2. Rapport Therapeutics INC (RAPP) — $116.7M (17.2%) 3. Vir Biotechnology INC (VIR) — $115.7M (17.1%) 4. Erasca INC (ERAS) — $114.7M (16.9%) 5. Beam Therapeutics INC (BEAM) — $108.2M (16.0%)
What changes did ARCH Venture Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, ARCH Venture Management, LLC made 4 notable position adjustments: 1 new positions were initiated, 1 existing holdings were added to, 2 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Generate Biomedicines INC (GENB); Trim: Erasca INC (ERAS) — shares -35.86%; Add: Lyell Immunopharma INC (LYEL) — shares +17.69%; Trim: 10x Genomics Inc-class A (TXG) — shares -70.46%
What sectors does ARCH Venture Management, LLC focus on?
Sector breakdown data is not yet available for ARCH Venture Management, LLC. Check back after the next 13F processing cycle.