a16z Perennial Management, L.P.
Q2 2026 13F filing
Updated 48 days ago63 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C COIN COINBASE GLOBAL INC | $215.5M | 1.47M | 17.42% | Added(+0.2%) |
| 2 | N NU NU HLDGS LTD | $193M | 14.44M | 15.60% | Added(+4.2%) |
| 3 | I IOT SAMSARA INC | $173.3M | 5.34M | 14.01% | Trimmed(-10.8%) |
| 4 | V VGES VANGUARD INDEX FDS | $100.8M | 147.4K | 8.15% | Added(+113.0%) |
| 5 | E ETHA ISHARES TR | $61M | 615.3K | 4.93% | Added(+91.5%) |
| 6 | A AVGO BROADCOM INC | $51.3M | 135.8K | 4.15% | Trimmed(-5.4%) |
| 7 | V VGES VANGUARD TAX-MANAGED FDS | $47.5M | 667.5K | 3.84% | Added(+77.0%) |
| 8 | H HOOD ROBINHOOD MKTS INC | $47.1M | 469.2K | 3.80% | Trimmed(-5.1%) |
| 9 | A ABNB AIRBNB INC | $42.2M | 294.9K | 3.41% | Trimmed(-1.5%) |
| 10 | E ETHA ISHARES TR | $38.9M | 51.9K | 3.14% | Added(+14.7%) |
| 11 | M META META PLATFORMS INC | $28.8M | 51.1K | 2.32% | Trimmed(-7.4%) |
| 12 | A AXP AMERICAN EXPRESS CO | $20.2M | 59.8K | 1.63% | Trimmed(-48.8%) |
| 13 | V VGES VANGUARD INDEX FDS | $16.5M | 44.7K | 1.34% | Trimmed(-0.6%) |
| 14 | ? N/A TIDAL TRUST I | $16.2M | 726.7K | 1.31% | — |
| 15 | G GLD WORLD GOLD TR | $15.7M | 198.1K | 1.27% | — |
| 16 | O OKTA OKTA INC | $14.1M | 103.1K | 1.14% | Trimmed(-69.3%) |
| 17 | ? N/A JANUS DETROIT STR TR | $11M | 217.2K | 0.89% | Trimmed(-8.4%) |
| 18 | ? N/A ISHARES TR | $10.5M | 460.0K | 0.85% | Added(+322.6%) |
| 19 | E ETHA ISHARES INC | $9.9M | 119.0K | 0.80% | — |
| 20 | ? N/A REVOLUTION MEDICINES INC | $9.6M | 51.5K | 0.78% | Trimmed(-50.6%) |
| 21 | A AFRM AFFIRM HLDGS INC | $8M | 98.0K | 0.65% | Trimmed(-5.0%) |
| 22 | B BLK ISHARES TR | $7.6M | 69.1K | 0.61% | — |
| 23 | F FIG FIGMA INC | $7.4M | 407.3K | 0.60% | — |
| 24 | ? N/A OMADA HEALTH INC | $7.3M | 334.1K | 0.59% | Added(+73.6%) |
| 25 | ? N/A FLEXSHARES TR | $7.2M | 147.1K | 0.59% | — |
| 26 | B BAR GRANITESHARES GOLD TR | $7.2M | 181.9K | 0.58% | — |
| 27 | E ETHA ISHARES TR | $6.6M | 69.8K | 0.53% | — |
| 28 | D DIS DISNEY WALT CO | $6.5M | 67.8K | 0.53% | Unchanged |
| 29 | ? N/A ISHARES TR | $6.4M | 58.4K | 0.52% | — |
| 30 | R RBLX ROBLOX CORP | $6.4M | 118.2K | 0.52% | Added(+4.3%) |
| 31 | E ETHA ISHARES TR | $4.5M | 19.8K | 0.36% | — |
| 32 | E ETHA ISHARES INC | $4.1M | 39.8K | 0.33% | — |
| 33 | D DOCN DIGITALOCEAN HLDGS INC | $3.3M | 21.0K | 0.27% | Added(+12.9%) |
| 34 | C CRWD CROWDSTRIKE HLDGS INC | $3.2M | 4.2K | 0.26% | Trimmed(-27.3%) |
| 35 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 45.0K | 0.20% | — |
| 36 | W WLTH WEALTHFRONT CORP | $2.3M | 258.6K | 0.19% | — |
| 37 | A AMZN AMAZON COM INC | $2.3M | 9.7K | 0.19% | Trimmed(-59.7%) |
| 38 | P PINS PINTEREST INC | $2.1M | 99.8K | 0.17% | Unchanged |
| 39 | A AAPL APPLE INC | $2M | 6.8K | 0.16% | Trimmed(-73.7%) |
| 40 | B BITB BITWISE BITCOIN ETF TR | $1.6M | 50.5K | 0.13% | Unchanged |
| 41 | C CART MAPLEBEAR INC | $1.5M | 31.9K | 0.12% | Trimmed(-22.7%) |
| 42 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.5M | 56.0K | 0.12% | — |
| 43 | G GOOGN ALPHABET INC | $1.4M | 4.0K | 0.12% | Trimmed(-71.3%) |
| 44 | S SPY STATE STR SPDR S&P 500 ETF T | $1.4M | 1.9K | 0.11% | Added(+51.7%) |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 26.6K | 0.10% | Unchanged |
| 46 | E ETHA ISHARES TR | $976K | 3.3K | 0.08% | — |
| 47 | V VGES VANGUARD INTL EQUITY INDEX F | $881K | 14.8K | 0.07% | — |
| 48 | G GOOGN ALPHABET INC | $861K | 2.4K | 0.07% | Trimmed(-79.7%) |
| 49 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $749K | 1 | 0.06% | — |
| 50 | I IAUM ISHARES GOLD TRUST MICRO | $683K | 17.1K | 0.06% | Unchanged |