General Catalyst Group Management, LLC

2. Key Holdings

The portfolio is dominated by a single position, Samsara Inc. (IOT), which comprises 81.76% of the total portfolio value at approximately $344.60 million. Despite being the largest position, the manager reduced this stake by 22.8% (selling $132.02 million worth of shares), indicating a desire to realize profits while maintaining a dominant foothold in the company.

The remaining holdings are significantly smaller in scale. GitLab Inc. (GTLB) represents 9.86% of the portfolio ($41.54M), and Arrivent Biopharma Inc accounts for 6.54% ($27.58M). Fractyl Health Inc makes up the tail of the portfolio at 1.84% ($7.77M). The disparity between the top holding and the rest of the portfolio is stark, with Samsara being worth roughly 8.3 times more than the second-largest holding, GitLab.