1y return−49.2%S&P 500 +20.9%
3y return−26.9%S&P 500 +68.5%
5y return−62.5%S&P 500 +74.5%
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, 2020: $33 against $200 in the S&P 500.2
General Catalyst Group 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 |
|---|---|---|---|
| AVBPArriVent BioPharma, Inc. | $51.9M | 27.5% | |
| PBLSParabilis Medicines, Inc. | $43.8M | 23.2% | New |
| CARTMaplebear, Inc. | $33.7M | 17.9% | |
| MAZEMaze Therapeutics, Inc. | $30.9M | 16.4% | |
| ODTXOdyssey Therapeutics, Inc. | $15.2M | 8.0% | New |
| EIKNEikon Therapeutics, Inc. | $4.0M | 2.1% | |
| Fractyl Health, Inc.CUSIP 35168W103 | $3.9M | 2.1% | |
| LIFEEthos Technologies, Inc. | $1.3M | 0.7% | |
| CPNGCoupang Inc. | $950K | 0.5% | +49.1% |
| AMZNAmazon.com Inc. | $925K | 0.5% | +50.3% |
| METAMeta Platforms Inc. | $744K | 0.4% | +100.6% |
| DASHDoordash Inc. | $526K | 0.3% | New |
| CVNACarvana Co | $426K | 0.2% | New |
| FIGFigma, Inc. | $269K | 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% | $30.9M |
| AVBPArriVent BioPharma, Inc. | March 31, 2024 | +94.5% | $51.9M |
| LIFEEthos Technologies, Inc. | March 31, 2026 | +62.4% | $1.3M |
| CARTMaplebear, Inc. | September 30, 2023 | +59.5% | $33.7M |
| EIKNEikon Therapeutics, Inc. | March 31, 2026 | +23.3% | $4.0M |
| AMZNAmazon.com Inc. | March 31, 2026 | +14.4% | $925K |
| METAMeta Platforms Inc. | March 31, 2026 | −1.5% | $744K |
| CPNGCoupang Inc. | March 31, 2026 | −8.0% | $950K |
| FIGFigma, Inc. | September 30, 2025 | −65.1% | $269K |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.2% | +14.8% |
| March 31, 2026 | −16.7% | −4.6% |
| December 31, 2025 | −33.6% | +2.4% |
| September 30, 2025 | −23.6% | +7.8% |
| June 30, 2025 | +11.8% | +10.5% |
| March 31, 2025 | −14.2% | −4.6% |
| December 31, 2024 | −4.2% | +2.1% |
| September 30, 2024 | +35.9% | +5.4% |
| June 30, 2024 | −9.8% | +4.0% |
| March 31, 2024 | +11.9% | +10.0% |
| December 31, 2023 | +27.3% | +11.2% |
| September 30, 2023 | −10.3% | −3.6% |
| June 30, 2023 | +38.1% | +8.3% |
| March 31, 2023 | +40.9% | +7.0% |
| December 31, 2022 | −3.6% | +7.1% |
| September 30, 2022 | +2.5% | −5.3% |
| June 30, 2022 | −29.8% | −16.5% |
| March 31, 2022 | −36.0% | −4.9% |
| December 31, 2021 | −24.9% | +10.7% |
| September 30, 2021 | −21.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: General Catalyst Group Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1637946&type=13F-HR&dateb=&owner=include&count=40CIK 1637946
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1637946/000163794626000002/Filed August 17, 2026 · accession 0001637946-26-000002