a16z Perennial Management, L.P.

13F filer · CIK 0002009275

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$1.24BU.S. long equity reported on 13F

Positions418 new · 98 closed

Net flow last quarter-$123MBuys minus sells

Top 10 positions weight64.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202641 positions
COINCoinbase Global, Inc.	$215M	17.42%	0.56%	+0.2%	Q4 2023
NUNu Holdings Ltd.	$193M	15.60%	Not reported	+4.2%	Q2 2024
IOTSamsara Inc.	$173M	14.01%	Not reported	-10.8%	Q4 2023
AVGOBroadcom Inc.	$51.3M	4.15%	0.00%	-5.4%	Q3 2025
HOODRobinhood Markets, Inc.	$47.1M	3.80%	0.20%	-5.1%	Q4 2023
ABNBAirbnb, Inc.	$42.2M	3.41%	Not reported	-1.5%	Q4 2023
METAMeta Platforms, Inc.	$28.8M	2.32%	Not reported	-7.4%	Q1 2024
AXPAmerican Express Co	$20.2M	1.63%	0.01%	-48.8%	Q3 2025
GLDMWorld Gold Trust	$15.7M	1.27%	0.06%	New	Q2 2026
OKTAOkta, Inc.	$14.1M	1.14%	Not reported	-69.3%	Q4 2023
RVMDRevolution Medicines, Inc.	$9.64M	0.78%	0.02%	-50.6%	Q2 2025
AFRMAffirm Holdings, Inc.	$7.99M	0.65%	0.17%	-5.0%	Q4 2023
FIGFigma, Inc.	$7.37M	0.60%	Not reported	New	Q2 2026
OMDAOmada Health, Inc.	$7.33M	0.59%	0.55%	+73.6%	Q4 2025
BARGraniteShares Gold Trust	$7.19M	0.58%	0.54%	Not reported	Q3 2025
DISWalt Disney Co	$6.53M	0.53%	0.00%	Not reported	Q4 2023
RBLXRoblox Corp	$6.43M	0.52%	0.02%	+4.3%	Q2 2024
EMXCEmax Holdings Corp	$4.07M	0.33%	Not reported	New	Q2 2026
DOCNDigitalOcean Holdings, Inc.	$3.29M	0.27%	0.02%	+12.9%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$3.18M	0.26%	0.00%	-27.3%	Q4 2023
WLTHWealthfront Corp	$2.31M	0.19%	0.17%	New	Q2 2026
AMZNAmazon Com Inc	$2.31M	0.19%	0.00%	-59.7%	Q4 2023
PINSPinterest, Inc.	$2.1M	0.17%	0.08%	Not reported	Q4 2023
AAPLApple Inc.	$1.96M	0.16%	0.00%	-73.7%	Q3 2025
BITBBitwise Bitcoin ETF	$1.61M	0.13%	0.08%	Not reported	Q4 2024
CARTMaplebear Inc.	$1.51M	0.12%	0.01%	-22.7%	Q1 2024
GOOGLAlphabet Inc.	$1.43M	0.12%	0.00%	-71.3%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$1.4M	0.11%	Not reported	+51.7%	Q4 2023
GOOGAlphabet Inc.	$861K	0.07%	Not reported	-79.7%	Q4 2023
BRK.ABerkshire Hathaway Inc	$749K	0.06%	Not reported	New	Q2 2026
IAUMiShares Gold Trust Micro	$683K	0.06%	0.01%	Not reported	Q4 2025
NVDANvidia Corp	$640K	0.05%	0.00%	-91.4%	Q3 2025
MSFTMicrosoft Corp	$551K	0.04%	0.00%	-86.7%	Q4 2023
DASHDoorDash, Inc.	$495K	0.04%	Not reported	-10.4%	Q2 2025
WVEWave Life Sciences, Inc.	$451K	0.04%	0.04%	Not reported	Q4 2023
RDDTReddit, Inc.	$430K	0.03%	Not reported	Not reported	Q3 2024
NFLXNetflix Inc	$410K	0.03%	0.00%	-60.6%	Q4 2023
INTCIntel Corp	$353K	0.03%	0.00%	New	Q2 2026
ETHWBitwise Ethereum ETF	$250K	0.02%	0.15%	Not reported	Q4 2024
IVVDInvivyd, Inc.	$69.7K	0.01%	0.03%	Not reported	Q4 2023
RCKTRocket Pharmaceuticals, Inc.	$38.8K	0.00%	0.01%	Not reported	Q4 2023
Q1 2026Reported May 12, 2026131 positions
COINCoinbase Global, Inc.	$257M	21.33%	0.56%	+0.7%	Q4 2023
NUNu Holdings Ltd.	$199M	16.53%	Not reported	+0.8%	Q2 2024
IOTSamsara Inc.	$190M	15.76%	Not reported	+260.4%	Q4 2023
AVGOBroadcom Inc.	$44.4M	3.69%	0.00%	-0.6%	Q3 2025
ABNBAirbnb, Inc.	$37.8M	3.14%	Not reported	-6.4%	Q4 2023
AXPAmerican Express Co	$35.3M	2.93%	0.02%	+17113.6%	Q3 2025
HOODRobinhood Markets, Inc.	$34.3M	2.84%	0.21%	-16.8%	Q4 2023
METAMeta Platforms, Inc.	$31.5M	2.62%	Not reported	-8.0%	Q1 2024
OKTAOkta, Inc.	$26.4M	2.19%	Not reported	-10.8%	Q4 2023
RVMDRevolution Medicines, Inc.	$10.1M	0.84%	0.05%	-43.0%	Q2 2025
AAPLApple Inc.	$6.55M	0.54%	0.00%	+3.6%	Q3 2025
DISWalt Disney Co	$6.53M	0.54%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$6.49M	0.54%	0.00%	-5.6%	Q3 2025
RBLXRoblox Corp	$6.41M	0.53%	0.02%	-0.1%	Q2 2024
AMZNAmazon Com Inc	$5.01M	0.42%	0.00%	Not reported	Q4 2023
AFRMAffirm Holdings, Inc.	$4.73M	0.39%	0.17%	Not reported	Q4 2023
MSFTMicrosoft Corp	$4.13M	0.34%	0.00%	Not reported	Q4 2023
GOOGLAlphabet Inc.	$4.02M	0.33%	0.00%	Not reported	Q1 2024
GOOGAlphabet Inc.	$3.43M	0.29%	Not reported	-56.4%	Q4 2023
OMDAOmada Health, Inc.	$2.36M	0.20%	0.32%	+22.5%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$2.24M	0.19%	0.00%	+3.4%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.22M	0.18%	Not reported	0.0%	Q4 2023
BITBBitwise Bitcoin ETF	$1.86M	0.15%	0.07%	Not reported	Q4 2024
PINSPinterest, Inc.	$1.83M	0.15%	0.08%	-59.8%	Q4 2023
DOCNDigitalOcean Holdings, Inc.	$1.59M	0.13%	0.02%	-86.9%	Q4 2023
CARTMaplebear Inc.	$1.54M	0.13%	0.02%	-12.0%	Q1 2024
TSLATesla, Inc.	$1.46M	0.12%	0.00%	-9.0%	Q3 2025
NFLXNetflix Inc	$1.4M	0.12%	0.00%	-8.0%	Q4 2023
WMTWalmart Inc.	$1.32M	0.11%	0.00%	-5.7%	Q3 2025
PLTRPalantir Technologies Inc.	$1.16M	0.10%	0.00%	-13.1%	Q3 2025
LLYELI LILLY & Co	$1.14M	0.09%	0.00%	-10.1%	Q3 2025
JPMJPMorgan Chase & Co	$1.11M	0.09%	0.00%	Not reported	Q3 2025
GEGeneral Electric Co	$1.11M	0.09%	0.00%	-7.5%	Q3 2025
GSGoldman Sachs Group Inc	$1.08M	0.09%	0.00%	-6.7%	Q3 2025
XOMExxonMobil Holdings Corp	$1.03M	0.09%	0.00%	Not reported	Q3 2025
JNJJohnson & Johnson	$860K	0.07%	0.00%	Not reported	Q3 2025
GEVGE Vernova Inc.	$855K	0.07%	0.00%	-14.5%	Q3 2025
MSMorgan Stanley	$844K	0.07%	0.00%	Not reported	Q3 2025
UIUbiquiti Inc.	$836K	0.07%	0.00%	Not reported	Q3 2025
MUMicron Technology Inc	$830K	0.07%	0.00%	-8.4%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$806K	0.07%	Not reported	Not reported	Q4 2023
IAUMiShares Gold Trust Micro	$797K	0.07%	0.01%	Not reported	Q4 2025
AMDAdvanced Micro Devices Inc	$759K	0.06%	0.00%	+5.7%	Q3 2025
AONAon plc	$746K	0.06%	0.00%	Not reported	Q3 2025
RTXRTX Corp	$659K	0.05%	0.00%	Not reported	Q3 2025
COSTCostco Wholesale Corp	$651K	0.05%	0.00%	Not reported	Q3 2025
MARMarriott International Inc	$638K	0.05%	0.00%	Not reported	Q3 2025
ASMLAsml Holding NV	$631K	0.05%	0.00%	Not reported	Q3 2025
ORCLOracle Corp	$624K	0.05%	0.00%	-2.1%	Q3 2025
CATCaterpillar Inc	$608K	0.05%	0.00%	Not reported	Q3 2025

Q4 2025Reported Feb 10, 2026135 positions
COINCoinbase Global, Inc.	$330M	24.82%	0.55%	Not reported	Q4 2023
NUNu Holdings Ltd.	$230M	17.29%	Not reported	-2.7%	Q2 2024
HOODRobinhood Markets, Inc.	$67.2M	5.05%	0.26%	-4.0%	Q4 2023
IOTSamsara Inc.	$58.9M	4.43%	Not reported	Not reported	Q4 2023
AVGOBroadcom Inc.	$50M	3.76%	0.00%	+125.5%	Q3 2025
ABNBAirbnb, Inc.	$43.4M	3.26%	Not reported	Not reported	Q4 2023
METAMeta Platforms, Inc.	$39.5M	2.97%	Not reported	+74.7%	Q1 2024
OKTAOkta, Inc.	$32.5M	2.44%	Not reported	-37.1%	Q4 2023
RVMDRevolution Medicines, Inc.	$14.6M	1.09%	0.09%	Not reported	Q2 2025
RBLXRoblox Corp	$9.2M	0.69%	0.02%	0.0%	Q2 2024
GOOGAlphabet Inc.	$8.6M	0.65%	Not reported	-1.5%	Q4 2023
BARGraniteShares Gold Trust	$7.73M	0.58%	0.52%	Not reported	Q3 2025
DISWalt Disney Co	$7.71M	0.58%	0.00%	Not reported	Q4 2023
AFRMAffirm Holdings, Inc.	$7.68M	0.58%	0.17%	+678.4%	Q4 2023
NVDANvidia Corp	$7.35M	0.55%	0.00%	-4.4%	Q3 2025
DOCNDigitalOcean Holdings, Inc.	$6.8M	0.51%	0.15%	Not reported	Q4 2023
AAPLApple Inc.	$6.77M	0.51%	0.00%	+30.6%	Q3 2025
PINSPinterest, Inc.	$6.43M	0.48%	0.20%	Not reported	Q4 2023
AMZNAmazon Com Inc	$5.56M	0.42%	0.00%	-15.0%	Q4 2023
MSFTMicrosoft Corp	$5.39M	0.41%	0.00%	-6.9%	Q4 2023
DASHDoorDash, Inc.	$3.12M	0.23%	Not reported	-8.3%	Q2 2025
BRK.BBerkshire Hathaway Inc	$3.08M	0.23%	Not reported	+0.6%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$2.6M	0.20%	0.00%	+1.7%	Q4 2023
OMDAOmada Health, Inc.	$2.48M	0.19%	0.27%	New	Q4 2025
BITBBitwise Bitcoin ETF	$2.4M	0.18%	0.07%	+216.4%	Q4 2024
CARTMaplebear Inc.	$2.11M	0.16%	0.02%	+366.0%	Q1 2024
TSLATesla, Inc.	$1.94M	0.15%	0.00%	+11.3%	Q3 2025
PLTRPalantir Technologies Inc.	$1.63M	0.12%	0.00%	+15.6%	Q3 2025
NFLXNetflix Inc	$1.48M	0.11%	0.00%	+8.1%	Q4 2023
LLYELI LILLY & Co	$1.48M	0.11%	0.00%	+14.7%	Q3 2025
WVEWave Life Sciences, Inc.	$1.32M	0.10%	0.04%	Not reported	Q4 2023
GEGeneral Electric Co	$1.3M	0.10%	0.00%	+7.7%	Q3 2025
WMTWalmart Inc.	$1.26M	0.09%	0.00%	+4.4%	Q3 2025
JPMJPMorgan Chase & Co	$1.22M	0.09%	0.00%	+2.3%	Q3 2025
GSGoldman Sachs Group Inc	$1.2M	0.09%	0.00%	+6.9%	Q3 2025
MSMorgan Stanley	$911K	0.07%	0.00%	-0.9%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$845K	0.06%	Not reported	Not reported	Q4 2023
ORCLOracle Corp	$844K	0.06%	0.00%	+6.5%	Q3 2025
AONAon plc	$815K	0.06%	0.00%	+0.3%	Q3 2025
MUMicron Technology Inc	$765K	0.06%	0.00%	+11.6%	Q3 2025
AMDAdvanced Micro Devices Inc	$756K	0.06%	0.00%	-28.2%	Q3 2025
GEVGE Vernova Inc.	$749K	0.06%	0.00%	+18.1%	Q3 2025
IAUMiShares Gold Trust Micro	$734K	0.06%	0.01%	New	Q4 2025
XOMExxonMobil Holdings Corp	$731K	0.05%	0.00%	+1.9%	Q3 2025
JNJJohnson & Johnson	$728K	0.05%	0.00%	-1.5%	Q3 2025
CFLTConfluent, Inc.	$712K	0.05%	0.02%	-24.9%	Q3 2025
COFCapital One Financial Corp	$686K	0.05%	0.00%	+2.1%	Q3 2025
WFCWells Fargo & Company	$644K	0.05%	0.00%	+4.9%	Q3 2025
RTXRTX Corp	$627K	0.05%	0.00%	-2.8%	Q3 2025
CCitigroup Inc	$624K	0.05%	0.00%	-1.6%	Q3 2025

Q3 2025Reported Nov 5, 2025123 positions
NUNu Holdings Ltd.	$226M	17.31%	Not reported	-9.3%	Q2 2024
HOODRobinhood Markets, Inc.	$88.6M	6.78%	0.27%	Not reported	Q4 2023
OKTAOkta, Inc.	$54.8M	4.20%	Not reported	0.0%	Q4 2023
METAMeta Platforms, Inc.	$25.2M	1.93%	Not reported	+453.4%	Q1 2024
AVGOBroadcom Inc.	$21.1M	1.62%	0.00%	New	Q3 2025
RBLXRoblox Corp	$15.7M	1.20%	0.02%	-22.3%	Q2 2024
NVDANvidia Corp	$7.69M	0.59%	0.00%	New	Q3 2025
BARGraniteShares Gold Trust	$6.92M	0.53%	0.53%	New	Q3 2025
GOOGAlphabet Inc.	$6.78M	0.52%	Not reported	Not reported	Q4 2023
AMZNAmazon Com Inc	$6.22M	0.48%	0.00%	+197.5%	Q4 2023
MSFTMicrosoft Corp	$6.2M	0.47%	0.00%	-32.4%	Q4 2023
AAPLApple Inc.	$4.86M	0.37%	0.00%	New	Q3 2025
DASHDoorDash, Inc.	$4.09M	0.31%	Not reported	+10.7%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$2.68M	0.20%	0.00%	+23.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.31M	0.18%	Not reported	+45850.0%	Q4 2023
NFLXNetflix Inc	$1.76M	0.13%	0.00%	+160.5%	Q4 2023
TSLATesla, Inc.	$1.72M	0.13%	0.00%	New	Q3 2025
PLTRPalantir Technologies Inc.	$1.44M	0.11%	0.00%	New	Q3 2025
GEGeneral Electric Co	$1.18M	0.09%	0.00%	New	Q3 2025
JPMJPMorgan Chase & Co	$1.17M	0.09%	0.00%	New	Q3 2025
ORCLOracle Corp	$1.14M	0.09%	0.00%	New	Q3 2025
WMTWalmart Inc.	$1.12M	0.09%	0.00%	New	Q3 2025
GSGoldman Sachs Group Inc	$1.02M	0.08%	0.00%	New	Q3 2025
BITBBitwise Bitcoin ETF	$993K	0.08%	0.02%	Not reported	Q4 2024
AFRMAffirm Holdings, Inc.	$969K	0.07%	0.02%	-84.7%	Q4 2023
LLYELI LILLY & Co	$916K	0.07%	0.00%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$825K	0.06%	Not reported	Not reported	Q4 2023
MSMorgan Stanley	$823K	0.06%	0.00%	New	Q3 2025
AONAon plc	$822K	0.06%	0.00%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$796K	0.06%	0.00%	New	Q3 2025
UIUbiquiti Inc.	$699K	0.05%	0.00%	New	Q3 2025
XOMExxonMobil Holdings Corp	$672K	0.05%	0.00%	New	Q3 2025
JNJJohnson & Johnson	$663K	0.05%	0.00%	New	Q3 2025
ETHWBitwise Ethereum ETF	$662K	0.05%	0.13%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$652K	0.05%	0.00%	New	Q3 2025
CFLTConfluent, Inc.	$620K	0.05%	0.03%	New	Q3 2025
COSTCostco Wholesale Corp	$607K	0.05%	0.00%	New	Q3 2025
GEVGE Vernova Inc.	$596K	0.05%	0.00%	New	Q3 2025
COFCapital One Financial Corp	$590K	0.05%	0.00%	New	Q3 2025
RTXRTX Corp	$589K	0.05%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$581K	0.04%	0.00%	New	Q3 2025
WVEWave Life Sciences, Inc.	$568K	0.04%	0.05%	Not reported	Q4 2023
WFCWells Fargo & Company	$552K	0.04%	0.00%	New	Q3 2025
CCitigroup Inc	$552K	0.04%	0.00%	New	Q3 2025
VVisa Inc.	$529K	0.04%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$524K	0.04%	0.00%	New	Q3 2025
CRMSalesforce, Inc.	$504K	0.04%	0.00%	Not reported	Q4 2023
MARMarriott International Inc	$502K	0.04%	0.00%	New	Q3 2025
PGPROCTER & GAMBLE Co	$499K	0.04%	0.00%	New	Q3 2025
ANETArista Networks, Inc.	$465K	0.04%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed