GCGM
General Catalyst Group Management Portfolio holdings
AUM
$4.3B
This Quarter Return
-8.39%
1 Year Return
+189.88%
3 Year Return
+662.25%
5 Year Return
–
10 Year Return
–
AUM
$1.16B
AUM Growth
+$1.16B
(-11%)
Cap. Flow
-$12.5M
Cap. Flow
% of AUM
-1.07%
Top 10 Holdings %
Top 10 Hldgs %
99.97%
Holding
12
New
1
Increased
–
Reduced
1
Closed
1
Top Buys
| 1 |
Reddit
RDDT
|
$4.45M |
Top Sells
| 1 |
Maplebear
CART
|
$16.7M |
| 2 |
CZOO
Cazoo Group Ltd
CZOO
|
$207K |
Sector Composition
| 1 | Technology | 82.15% |
| 2 | Healthcare | 13.1% |
| 3 | Industrials | 2.37% |
| 4 | Consumer Discretionary | 2% |
| 5 | Communication Services | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Samsara
IOT
$20.6B
| $886M | 76.4% | 26,297,056 | – | – |
|
2
Warby Parker
WRBY
$3.2B
| $90.8M | 7.83% | 5,656,571 | – | – |
|
3
GitLab
GTLB
$7.93B
| $45.8M | 3.95% | 921,405 | – | – |
|
4
Oscar Health
OSCR
$4.31B
| $33.3M | 2.87% | 2,107,719 | – | – |
|
5
ArriVent BioPharma
AVBP
$776M
| $27.7M | 2.39% | 1,494,786 | – | – |
|
6
Evolv Technologies
EVLV
$1.42B
| $27.5M | 2.37% | 10,796,148 | – | – |
|
|
7
Maplebear
CART
$11.4B
| $22.8M | 1.97% | 710,711 -519,838 | -42% | -$16.7M |
|
|
PET
8
DELISTED
Wag!
PET
| $11.2M | 0.96% | 6,976,530 | – | – |
|
|
CMRC
9
Commerce.com, Inc. Series 1 Common Stock
CMRC
$375M
| $9.67M | 0.83% | 1,200,000 | – | – |
|
|
10
Reddit
RDDT
$42.1B
| $4.45M | 0.38% | +69,615 | New | +$4.45M |
|
11
Vroom, Inc. Common Stock
VRM
$148M
| $356K | 0.03% | 38,145 | – | – |
|
|
CZOO
12
DELISTED
Cazoo Group Ltd
CZOO
| – | – | -17,211 | Closed | -$207K |
|