GCGM
General Catalyst Group Management Portfolio holdings
AUM
$4.3B
This Quarter Return
+5.07%
1 Year Return
+189.88%
3 Year Return
+662.25%
5 Year Return
–
10 Year Return
–
AUM
$2.92B
AUM Growth
–
Cap. Flow
+$2.92B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Teladoc Health
TDOC
|
$1.61B |
| 2 |
CMRC
Commerce.com, Inc. Series 1 Common Stock
CMRC
|
$529M |
| 3 |
Lemonade
LMND
|
$316M |
| 4 |
Vroom, Inc. Common Stock
VRM
|
$248M |
| 5 |
Airbnb
ABNB
|
$222M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 55.05% |
| 2 | Technology | 18.1% |
| 3 | Consumer Discretionary | 16.05% |
| 4 | Financials | 10.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Teladoc Health
TDOC
$1.37B
| $1.61B | 55.05% |
+8,052,413
| New | +$1.61B |
|
|
CMRC
2
Commerce.com, Inc. Series 1 Common Stock
CMRC
$375M
| $529M | 18.1% |
+8,253,453
| New | +$529M |
|
|
3
Lemonade
LMND
$3.91B
| $316M | 10.8% |
+2,577,851
| New | +$316M |
|
|
4
Vroom, Inc. Common Stock
VRM
$148M
| $248M | 8.48% |
+6,051,670
| New | +$248M |
|
|
5
Airbnb
ABNB
$79.9B
| $222M | 7.58% |
+1,509,468
| New | +$222M |
|