1y return+131.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $147 against $157 in the S&P 500.2
ARCH Venture Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PBLSParabilis Medicines Inc | $175.5M | 16.0% | New |
| BEAMBeam Therapeutics Inc | $155.8M | 14.2% | |
| RAPPRapport Therapeutics Inc | $155.4M | 14.1% | |
| SPTXSeaport Therapeutics Inc | $136.6M | 12.4% | New |
| ERASErasca Inc | $129.9M | 11.8% | |
| VIRVir Biotechnology Inc | $129.4M | 11.8% | −1.7% |
| MAZEMaze Therapeutics Inc | $123.0M | 11.2% | |
| LYELLyell Immunopharma Inc | $45.5M | 4.1% | |
| GENBGenerate Biomedicines Inc | $32.8M | 3.0% | |
| TXG10x Genomics Inc | $8.4M | 0.8% | |
| BOLDBoundless Bio Inc | $6.7M | 0.6% | New |
| Gossamer Bio IncCUSIP 38341P102 | $1.3M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MAZEMaze Therapeutics Inc | March 31, 2025 | +171.0% | $123.0M |
| TXG10x Genomics Inc | December 31, 2025 | +135.1% | $8.4M |
| VIRVir Biotechnology Inc | June 30, 2025 | +102.2% | $129.4M |
| RAPPRapport Therapeutics Inc | June 30, 2024 | +79.1% | $155.4M |
| LYELLyell Immunopharma Inc | June 30, 2025 | +58.9% | $45.5M |
| BEAMBeam Therapeutics Inc | June 30, 2024 | +46.5% | $155.8M |
| GENBGenerate Biomedicines Inc | March 31, 2026 | +35.0% | $32.8M |
Sold off last quarter
- QTTBQ32 Bio Inc was $2.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.4% | +14.8% |
| March 31, 2026 | −8.4% | −4.6% |
| December 31, 2025 | +29.9% | +2.4% |
| September 30, 2025 | +67.4% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | −29.2% | −4.6% |
| December 31, 2024 | −4.2% | +2.1% |
| September 30, 2024 | +3.7% | +5.4% |
| June 30, 2024 | −20.0% | +4.0% |
| March 31, 2024 | +6.8% | +10.0% |
| September 30, 2023 | −9.1% | −3.6% |
| June 30, 2023 | +9.5% | +8.3% |
| March 31, 2023 | −18.6% | +7.0% |
| December 31, 2022 | −27.7% | +7.1% |
| September 30, 2022 | +45.1% | −5.3% |
| June 30, 2022 | −6.1% | −16.5% |
| March 31, 2022 | −26.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: ARCH Venture Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1274403&type=13F-HR&dateb=&owner=include&count=40CIK 1274403
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1274403/000101297526000794/Filed August 14, 2026 · accession 0001012975-26-000794