GCGM
General Catalyst Group Management Portfolio holdings
AUM
$4.3B
This Quarter Return
+37.48%
1 Year Return
+189.88%
3 Year Return
+662.25%
5 Year Return
–
10 Year Return
–
AUM
$1.43B
AUM Growth
+$1.43B
(+23%)
Cap. Flow
-$144M
Cap. Flow
% of AUM
-10.09%
Top 10 Holdings %
Top 10 Hldgs %
99.98%
Holding
11
New
–
Increased
–
Reduced
1
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Samsara
IOT
|
$144M |
Sector Composition
| 1 | Technology | 82.55% |
| 2 | Healthcare | 12.03% |
| 3 | Industrials | 3.05% |
| 4 | Consumer Discretionary | 2.05% |
| 5 | Communication Services | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Samsara
IOT
$20.6B
| $1.12B | 78.32% |
23,297,056
-3,000,000
| -11% | -$144M |
|
2
Warby Parker
WRBY
$3.2B
| $92.4M | 6.45% |
5,656,571
| – | – |
|
3
GitLab
GTLB
$7.93B
| $47.5M | 3.32% |
921,405
| – | – |
|
4
Oscar Health
OSCR
$4.31B
| $44.7M | 3.12% |
2,107,719
| – | – |
|
5
Evolv Technologies
EVLV
$1.42B
| $43.7M | 3.05% |
10,796,148
| – | – |
|
6
ArriVent BioPharma
AVBP
$776M
| $35.1M | 2.45% |
1,494,786
| – | – |
|
7
Maplebear
CART
$11.4B
| $29M | 2.02% |
710,711
| – | – |
|
|
CMRC
8
Commerce.com, Inc. Series 1 Common Stock
CMRC
$375M
| $7.02M | 0.49% |
1,200,000
| – | – |
|
|
PET
9
DELISTED
Wag!
PET
| $6M | 0.42% |
6,976,530
| – | – |
|
10
Reddit
RDDT
$42.1B
| $4.59M | 0.32% |
69,615
| – | – |
|
11
Vroom, Inc. Common Stock
VRM
$148M
| $357K | 0.03% |
38,145
| – | – |
|