Institutional
ARCH Venture Management, LLC
CIK 0001274403
$677.1M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · ARCH Venture Management, LLC · Q1 2026
AI · grounded in 13F
ARCH Venture Management, LLC established a new position in Generate Biomedicines Inc GENB valued at $24.3M. The fund reduced its stake in 10x Genomics Inc TXG by 70.46%. Additionally, the manager trimmed its holding in Erasca Inc ERAS by 35.86%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MAZE | MAZE THERAPEUTICS INC | $24.27 | -4.45% | 87.70% | 98.45% | $123.0M | 18.16% | — | HELD |
| 2 | RAPP | RAPPORT THERAPEUTICS INC | $36.10 | -3.71% | 185.15% | 58.89% | $116.7M | 17.23% | — | HELD |
| 3 | VIR | VIR BIOTECHNOLOGY INC | $8.65 | -5.46% | 58.72% | -75.74% | $115.7M | 17.09% | — | HELD |
| 4 | ERAS | ERASCA INC | $11.97 | -9.80% | 648.13% | -49.94% | $114.7M | 16.95% | −3,963,997 | −35.9% |
| 5 | BEAM | BEAM THERAPEUTICS INC | $29.40 | -10.48% | 58.28% | -68.04% | $108.2M | 15.98% | — | HELD |
| 6 | LYEL | LYELL IMMUNOPHARMA INC | $11.97 | -8.28% | -6.19% | -95.87% | $65.1M | 9.62% | +488,090 | +17.7% |
| 7 | GENB | GENERATE BIOMEDICINES INC | $12.87 | -12.45% | 1.74% | 2.96% | $24.3M | 3.59% | +1,944,426 | NEW |
| 8 | TXG | 10X GENOMICS INC | $31.04 | -7.34% | 229.51% | -83.06% | $4.6M | 0.68% | −519,705 | −70.5% |
| 9 | GOSS | GOSSAMER BIO INC | $0.17 | -1.69% | -86.84% | -97.77% | $2.6M | 0.39% | — | HELD |
| 10 | QTTB | Q32 BIO INC | $13.11 | -6.36% | 590.00% | -88.55% | $2.1M | 0.30% | — | HELD |
Source: SEC EDGAR · accession 0001012975-26-000461. 13F discloses long positions only — shorts, foreign equities, and options are excluded.