GCGM
General Catalyst Group Management Portfolio holdings
AUM
$4.3B
This Quarter Return
+0.73%
1 Year Return
+189.88%
3 Year Return
+662.25%
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$1.14B
(-20%)
Cap. Flow
-$219M
Cap. Flow
% of AUM
-19.23%
Top 10 Holdings %
Top 10 Hldgs %
99.98%
Holding
12
New
1
Increased
–
Reduced
1
Closed
1
Top Buys
| 1 |
Snowflake
SNOW
|
$40.9M |
Top Sells
| 1 |
Samsara
IOT
|
$256M |
| 2 |
Reddit
RDDT
|
$4.59M |
Sector Composition
| 1 | Technology | 75.7% |
| 2 | Healthcare | 17.97% |
| 3 | Industrials | 3.74% |
| 4 | Consumer Discretionary | 2.6% |
| 5 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Samsara
IOT
$20.6B
| $762M | 66.77% |
17,442,233
-5,854,823
| -25% | -$256M |
|
2
Warby Parker
WRBY
$3.2B
| $137M | 12% |
5,656,571
| – | – |
|
3
GitLab
GTLB
$7.93B
| $51.9M | 4.55% |
921,405
| – | – |
|
4
Evolv Technologies
EVLV
$1.42B
| $42.6M | 3.74% |
10,796,148
| – | – |
|
|
5
Snowflake
SNOW
$79.6B
| $40.9M | 3.59% |
+265,081
| New | +$40.9M |
|
6
ArriVent BioPharma
AVBP
$776M
| $39.8M | 3.49% |
1,494,786
| – | – |
|
7
Maplebear
CART
$11.4B
| $29.4M | 2.58% |
710,711
| – | – |
|
8
Oscar Health
OSCR
$4.31B
| $28.3M | 2.48% |
2,107,719
| – | – |
|
|
CMRC
9
Commerce.com, Inc. Series 1 Common Stock
CMRC
$375M
| $7.34M | 0.64% |
1,200,000
| – | – |
|
|
PET
10
DELISTED
Wag!
PET
| $1.66M | 0.15% |
6,976,530
| – | – |
|
11
Vroom, Inc. Common Stock
VRM
$148M
| $198K | 0.02% |
38,145
| – | – |
|
|
12
Reddit
RDDT
$42.1B
| – | – |
-69,615
| Closed | -$4.59M |
|