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Arch Venture Management Portfolio holdings
AUM
$1.1B
Turnover
30.77%
1-Year Est. Return
356.62%
This Fund
S&P 500
This Quarter Est. Return
+14.26%
1 Year Est. Return
+356.62%
3 Year Est. Return
+228.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.1B
AUM Growth
+$423M
(+62%)
Cap. Flow
+$288M
Cap. Flow % of AUM
Cap. Flow %
26.16%
Top 10 Holdings %
Top 10 Hldgs %
99.27%
Holding
13
New
3
Increased
–
Reduced
1
Closed
1
Avg Time Held
1.3
years
Top 10 Avg Time Held
1.3
years
Top 20 Avg Time Held
1.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PBLS
Parabilis Medicines Inc
PBLS
|
+$177M |
| 2 |
Seaport Therapeutics
SPTX
|
+$111M |
| 3 |
Boundless Bio
BOLD
|
+$4.15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vir Biotechnology
VIR
|
+$2.12M |
| 2 |
Q32 Bio
QTTB
|
+$2.06M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
PBLS
1
Parabilis Medicines Inc
PBLS
$3.55B
| $176M | 15.95% |
+6,412,780
| New | +$177M |
2026 Q2
0 quarters
|
|
2
Beam Therapeutics
BEAM
$2.98B
| $156M | 14.16% |
4,540,132
| – | – |
2024 Q2
8 quarters
|
|
3
Rapport Therapeutics
RAPP
$1.16B
| $155M | 14.12% |
3,728,738
| – | – |
2024 Q2
8 quarters
|
|
|
4
Seaport Therapeutics
SPTX
$1.13B
| $137M | 12.42% |
+6,294,951
| New | +$111M |
2026 Q2
0 quarters
|
|
5
Erasca
ERAS
$5.24B
| $130M | 11.81% |
7,091,557
| – | – |
2021 Q4
18 quarters
|
|
|
6
Vir Biotechnology
VIR
$1.99B
| $129M | 11.76% |
12,694,163
-222,500
| -2% | -$2.12M |
2025 Q2
4 quarters
|
|
7
Maze Therapeutics
MAZE
$1.77B
| $123M | 11.18% |
4,120,053
| – | – |
2025 Q1
5 quarters
|
|
8
Lyell Immunopharma
LYEL
$277M
| $45.5M | 4.14% |
3,247,162
| – | – |
2025 Q2
4 quarters
|
|
9
Generate Biomedicines
GENB
$2.02B
| $32.8M | 2.98% |
1,944,426
| – | – |
2026 Q1
1 quarter
|
|
10
10x Genomics
TXG
$10.6B
| $8.35M | 0.76% |
217,834
| – | – |
2025 Q4
2 quarters
|
|
|
11
Boundless Bio
BOLD
$57.3M
| $6.74M | 0.61% |
+2,694,095
| New | +$4.15M |
2026 Q2
0 quarters
|
|
12
Gossamer Bio
GOSS
$65.4M
| $1.33M | 0.12% |
100,699
| – | – |
2023 Q3
11 quarters
|
|
|
13
Q32 Bio
QTTB
$264M
| – | – |
-320,482
| Closed | -$2.06M | – |
|
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Arch Venture Management's Q2 2026 Portfolio in Review
As of Q2 2026, Arch Venture Management held 13 positions worth $1.1B, up 62% from $677M the previous quarter. Its ten largest holdings account for 99% of the portfolio.
Arch Venture Management deployed $288M of net new capital in Q2 2026, opening 3 new positions. Its largest new stake was Parabilis Medicines Inc: 6,412,780 shares worth $176M.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.
On the sell side, the largest reduction was Vir Biotechnology, an estimated $2.12M trimmed.
- Arch Venture Management's largest Q2 2026 buy was Parabilis Medicines Inc: 6,412,780 shares worth $176M.
- Arch Venture Management's biggest Q2 2026 reduction was Vir Biotechnology, cutting an estimated $2.12M.
- Arch Venture Management fully exited Q32 Bio in Q2 2026, selling an estimated $2.06M.
- Arch Venture Management's ten largest holdings make up 99% of its $1.1B portfolio in Q2 2026.
- Arch Venture Management opened 3 new positions and closed 1 in Q2 2026.
- Arch Venture Management's portfolio value rose 62% quarter-over-quarter to $1.1B.
Based on Arch Venture Management's 13F filing for Q2 2026, filed 14 Aug 2026.