ARCH Venture Management
CHICAGO, ILfiles as ARCH Venture Management, LLC
$1.1bn in 12 US stocks at the end of 30 June 2026. The top 10 are 99.3% of the money. It changed about 29.1% of the portfolio this quarter.
Value
$1.1bn
Stocks
12
Top 10 share
99.3%
Turnover
29.1%
What changed this quarter
New
Bought for the first time this quarter.
- Parabilis MedicinesPBLS16.0% of the fund
- Seaport TherapeuticsSPTX12.4% of the fund
- Boundless BioBOLD0.6% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Q32 BioQTTB-100%
Holdings
- Parabilis MedicinesPBLS
- Share
- 16.0%
- Value
- $176m
- Shares
- 6,412,780
New
- Seaport TherapeuticsSPTX
- Share
- 12.4%
- Value
- $137m
- Shares
- 6,294,951
New
- Generate BiomedicinesGENB
- Share
- 3.0%
- Value
- $33m
- Shares
- 1,944,426
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Parabilis MedicinesPBLS | 16.0% | $176m | 6,412,780 | New |
| Beam TherapeuticsBEAM | 14.2% | $156m | 4,540,132 | Held |
| Rapport TherapeuticsRAPP | 14.1% | $155m | 3,728,738 | Held |
| Seaport TherapeuticsSPTX | 12.4% | $137m | 6,294,951 | New |
| ErascaERAS | 11.8% | $130m | 7,091,557 | Held |
| Vir BiotechnologyVIR | 11.8% | $129m | 12,694,163 | Held |
| Maze TherapeuticsMAZE | 11.2% | $123m | 4,120,053 | Held |
| Lyell ImmunopharmaLYEL | 4.1% | $46m | 3,247,162 | Held |
| Generate BiomedicinesGENB | 3.0% | $33m | 1,944,426 | Held |
| 10x GenomicsTXG | 0.8% | $8m | 217,834 | Held |
| Boundless BioBOLD | 0.6% | $7m | 2,694,095 | New |
| Gossamer BioGOSS | 0.1% | $1m | 8,055,916 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 267.8% since 30 June 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.