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Institutional

ARCH Venture Management, LLC

CIK 0001274403
$677.1M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · ARCH Venture Management, LLC · Q1 2026

AI · grounded in 13F

ARCH Venture Management, LLC established a new position in Generate Biomedicines Inc GENB valued at $24.3M. The fund reduced its stake in 10x Genomics Inc TXG by 70.46%. Additionally, the manager trimmed its holding in Erasca Inc ERAS by 35.86%.

Portfolio · Q1 2026

MAZE$123.0MRAPP$116.7MVIR$115.7MERAS$114.7MBEAM$108.2MLYEL$65.1MGENB$24.3MAL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1MAZEMAZE THERAPEUTICS INC$123.0M18.16%HELD
2RAPPRAPPORT THERAPEUTICS INC$116.7M17.23%HELD
3VIRVIR BIOTECHNOLOGY INC$115.7M17.09%HELD
4ERASERASCA INC$114.7M16.95%-3,963,997-35.9%
5BEAMBEAM THERAPEUTICS INC$108.2M15.98%HELD
6LYELLYELL IMMUNOPHARMA INC$65.1M9.62%+488,090+17.7%
7GENBGENERATE BIOMEDICINES INC$24.3M3.59%+1,944,426NEW
8TXG10X GENOMICS INC$4.6M0.68%-519,705-70.5%
9GOSSGOSSAMER BIO INC$2.6M0.39%HELD
10QTTBQ32 BIO INC$2.1M0.30%HELD

Source: SEC EDGAR · accession 0001012975-26-000461. 13F discloses long positions only — shorts, foreign equities, and options are excluded.