Data as of Q4 2025 (Dec 31, 2025)

General Catalyst Group Management, LLC

โ€ขCIK: 1637946โ€ขFiling: Q4 2025

**General Catalyst Group Management, LLC** manages $222M across a concentrated portfolio of seven holdings. The fund exhibits significant conviction in technology and disruptive sectors, with IOT representing the largest allocation at $70.9M. Notable positions include MAZE at $42.9M and GTLB at $34.6M, indicating a focus on high-growth, potentially transformative assets. This structure suggests a deep-value, sector-specific investment thesis within its current mandate.

Total AUM
$221.7M
QoQ Performance
-92.7%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

IOT
MAZE
GTLB
CART
AVBP
IOT32.0%
MAZE19.4%
GTLB15.6%
CART14.4%
AVBP13.6%
GUTS4.8%
FIG0.3%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

IOT
SAMSARA INC
-78.4%
32.0% of portfolio
FIG
FIGMA INC
-98.3%
0.3% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q3 2025

CRCL
CIRCLE INTERNET GROUP INC
SOLD
$2.5B

Changes from Q3 2025

โ†“2 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023