DOSSIER · 13F-HR · Q1 2026

ARCH Venture Management, LLC

ARCH Venture's asset manager based in San Francisco, CA $677M in tracked AUM across 10 positions as of Q1 2026.

AV
ARCH Venture·San Francisco, CA·Asset Manager
CIK 0001274403 · last filed Mar 31, 2026
Total AUM
$677M
16.4%
vs prior
Holdings
10
positions
Whale Score
75
75
strong
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

ARCH Venture Management’s 13F filing for the period ending September 30, 2025, reveals a highly concentrated, high-conviction portfolio with a distinct focus on early-stage and clinical-stage biotechnology. The firm manages approximately $384.90 million in assets across just 7 holdings, resulting in an average position size of roughly $55 million. This extreme lack of diversification—nearly 30% of the fund is allocated to a single security—indicates an investment ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MAZE
MAZE THERAPEUTICS INC
$123M4.1M18.2%
02
RAPP
RAPPORT THERAPEUTICS INC
$117M3.7M17.2%
03
VIR
VIR BIOTECHNOLOGY INC
$116M12.9M17.1%
04
ERAS
ERASCA INC
$115M7.1M16.9%
05
BEAM
BEAM THERAPEUTICS INC
$108M4.5M16.0%
06
LYEL
LYELL IMMUNOPHARMA INC
$65M3.2M9.6%
07
GENB
GENERATE BIOMEDICINES INC
$24M1.9M3.6%
08
TXG
10X GENOMICS INC
$5M218K0.7%
09
GOSS
GOSSAMER BIO INC
$3M8.1M0.4%
10
QTTB
Q32 BIO INC
$2M320K0.3%

Filing history

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