ARCH Venture Management, LLC
CIK 1274403 · View on SEC EDGAR ↗
- Portfolio value
- $1.1B
- Positions
- 12
- As of
- June 30, 2026
Portfolio value QoQ: +62.5% 13F does not disclose cash
- Top 10 holdings weight
- 99.27%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 9
- Effective number of positions
- 8.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.49% Est. buys $318,853,464 · sells $4,324,769
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 63.2% still held
- New positions
- 3
- Increased
- 0
- Decreased
- 1
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +58.4% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 97.2% · Options excluded: 0.0%
Sector breakdown
Full portfolio 12 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| Unknown issuer (CUSIP: 698955101) | $175,517,789 | 15.95% | 6,412,780 | Up ×1 | |||
| BEAM Beam Therapeutics Inc. - Common Stock | $155,771,929 | 14.16% | 4,540,132 | $47,580,583 | |||
| RAPP Rapport Therapeutics, Inc. - Common Stock | $155,376,512 | 14.12% | 3,728,738 | $38,704,300 | |||
| Unknown issuer (CUSIP: 81221K108) | $136,600,437 | 12.42% | 6,294,951 | Up ×1 | |||
| ERAS Erasca, Inc. - Common Stock | $129,917,324 | 11.81% | 7,091,557 | $15,175,932 | |||
| VIR Vir Biotechnology, Inc. - Common Stock | $129,353,521 | 11.76% | 12,694,163 | $13,620,221 | Down ×1 | ||
| MAZE Maze Therapeutics, Inc. - Common Stock | $122,983,582 | 11.18% | 4,120,053 | $0 | |||
| LYEL Lyell Immunopharma, Inc. - Common Stock | $45,525,211 | 4.14% | 3,247,162 | $-19,612,859 | |||
| Unknown issuer (CUSIP: 370920100) | $32,802,467 | 2.98% | 1,944,426 | $8,497,142 | |||
| TXG 10x Genomics, Inc. - Common Stock | $8,351,756 | 0.76% | 217,834 | $3,727,140 | |||
| BOLD Boundless Bio, Inc. - Common Stock | $6,735,238 | 0.61% | 2,694,095 | Up ×1 | |||
| GOSS Gossamer Bio, Inc. - Common Stock | $1,326,004 | 0.12% | 8,055,916 | $-1,320,364 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 698955101) | $175,517,789 | 6,412,780 | 15.95% |
| Unknown issuer (CUSIP: 81221K108) | $136,600,437 | 6,294,951 | 12.42% |
| BOLD | $6,735,238 | 2,694,095 | 0.61% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VERV | Sept. 30, 2025 | 2,008,809 | $22,558,925 | No longer tracked |
| OMIC | March 31, 2025 | 126,630 | $2,460,421 | No longer tracked |
| QTTB | June 30, 2026 | 320,482 | $2,057,494 | 23.8% |
| UNBX | Sept. 30, 2025 | 1,004,817 | $385,950 | No longer tracked |
| CERO | Dec. 31, 2025 | 22,389 | $113,960 | No longer tracked |