a16z Capital Management, L.L.C.
Net buyer this quarter
$14.2B
19
+$12.6B
99.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $12.8B | 89.97% | Not reported | New | Q2 2026 |
 NAVN | $645M | 4.54% | 61.64% | Not reported | Q4 2025 |
 RVMD | $173M | 1.21% | 0.43% | Not reported | Q4 2023 |
 META | $120M | 0.84% | Not reported | Not reported | Q3 2025 |
 FIG | $108M | 0.76% | Not reported | -62.6% | Q3 2025 |
 BIOA | $79.2M | 0.56% | 7.06% | Not reported | Q3 2024 |
 XYZ | $77.3M | 0.54% | Not reported | Not reported | Q4 2023 |
 ERAS | $52.4M | 0.37% | 0.92% | Not reported | Q4 2023 |
 MAZE | $50.8M | 0.36% | 3.07% | Not reported | Q1 2025 |
 DMRA | $32.2M | 0.23% | 2.00% | Not reported | Q1 2026 |
 OMDA | $25.3M | 0.18% | 1.90% | -50.0% | Q2 2025 |
 NAUT | $16.9M | 0.12% | 7.12% | -48.7% | Q4 2023 |
 RBLX | $14.9M | 0.11% | 0.04% | New | Q2 2026 |
 AKTS | $13.4M | 0.09% | 0.78% | Not reported | Q1 2026 |
 CAMP | $9.29M | 0.07% | 4.09% | Not reported | Q4 2024 |
 BTGO | $3.45M | 0.02% | Not reported | Not reported | Q1 2026 |
 KLRA | $3.08M | 0.02% | 0.11% | New | Q2 2026 |
 DNA | $1.08M | 0.01% | 0.17% | Not reported | Q1 2024 |
 IPST | $9.72K | 0.00% | 0.60% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| NAVN | $374M | 28.95% | 61.64% | +3.8% | Q4 2025 |
| FIG | $338M | 26.23% | Not reported | -1.4% | Q3 2025 |
| META | $122M | 9.42% | Not reported | Not reported | Q3 2025 |
| RVMD | $89.6M | 6.94% | 0.46% | Not reported | Q4 2023 |
| NAUT | $68.5M | 5.31% | 13.89% | Not reported | Q4 2023 |
| XYZ | $61.2M | 4.74% | Not reported | Not reported | Q4 2023 |
| BIOA | $56.5M | 4.38% | 7.28% | Not reported | Q3 2024 |
| MAZE | $50.8M | 3.94% | 3.42% | Not reported | Q1 2025 |
| ERAS | $46.3M | 3.59% | 0.92% | Not reported | Q4 2023 |
| DMRA | $32M | 2.48% | 2.05% | New | Q1 2026 |
| OMDA | $29M | 2.25% | 3.89% | -33.3% | Q2 2025 |
| CAMP | $9.37M | 0.73% | 4.09% | Not reported | Q4 2024 |
| AKTS | $7.42M | 0.58% | 0.78% | New | Q1 2026 |
| BTGO | $5.48M | 0.42% | Not reported | New | Q1 2026 |
| DNA | $666K | 0.05% | 0.18% | Not reported | Q1 2024 |
| IPST | $21.8K | 0.00% | 16.09% | New | Q1 2026 |
| Q4 2025 | |||||
| FIG | $607M | 38.43% | Not reported | Not reported | Q3 2025 |
| NAVN | $464M | 29.40% | 59.40% | New | Q4 2025 |
| META | $140M | 8.88% | Not reported | Not reported | Q3 2025 |
| RVMD | $73.4M | 4.64% | 0.47% | -66.5% | Q4 2023 |
| MAZE | $70.5M | 4.46% | 3.45% | Not reported | Q1 2025 |
| XYZ | $66.2M | 4.19% | Not reported | Not reported | Q4 2023 |
| OMDA | $54.6M | 3.46% | 5.92% | -25.0% | Q2 2025 |
| BIOA | $44.1M | 2.79% | 8.65% | Not reported | Q3 2024 |
| NAUT | $34.4M | 2.18% | 13.96% | Not reported | Q4 2023 |
| CAMP | $13M | 0.82% | 4.09% | Not reported | Q4 2024 |
| ERAS | $10.6M | 0.67% | 1.01% | Not reported | Q4 2023 |
| DNA | $902K | 0.06% | 0.19% | Not reported | Q1 2024 |
| HTBK | $129K | 0.01% | 0.13% | New | Q4 2025 |
| Q3 2025 | |||||
| FIG | $843M | 60.41% | Not reported | New | Q3 2025 |
| META | $156M | 11.19% | Not reported | New | Q3 2025 |
| RVMD | $128M | 9.20% | 1.45% | Not reported | Q4 2023 |
| OMDA | $102M | 7.31% | 7.97% | Not reported | Q2 2025 |
| XYZ | $73.5M | 5.27% | Not reported | Not reported | Q4 2023 |
| MAZE | $44.1M | 3.16% | 3.54% | Not reported | Q1 2025 |
| BIOA | $19M | 1.36% | 9.02% | Not reported | Q3 2024 |
| NAUT | $14.9M | 1.07% | 13.98% | Not reported | Q4 2023 |
| CAMP | $6.38M | 0.46% | 4.53% | Not reported | Q4 2024 |
| ERAS | $6.24M | 0.45% | 1.01% | Not reported | Q4 2023 |
| DNA | $1.58M | 0.11% | 0.19% | Not reported | Q1 2024 |