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Holders — by stockHoldings — by fund

a16z Perennial Management, L.P.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002009275

$1.24B

disclosed book value

63

positions

17.4%

largest position share

Positions, as of 2026-06-30

top 63 of 63 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1COINCOINBASE GLOBAL INC1.5M$215.5M17.4%
2NU HLDGS LTD14.4M$193.0M15.6%
3IOTSAMSARA INC5.3M$173.3M14%
4VOOVANGUARD INDEX FDS147,401$100.8M8.2%
5AGGISHARES TR615,315$61.0M4.9%
6AVGOBROADCOM INC135,798$51.3M4.1%
7VEAVANGUARD TAX-MANAGED FDS667,483$47.5M3.8%
8HOODROBINHOOD MKTS INC469,215$47.1M3.8%
9ABNBAIRBNB INC294,893$42.2M3.4%
10IVVISHARES TR51,895$38.9M3.1%
11METAMETA PLATFORMS INC51,051$28.8M2.3%
12AXPAMERICAN EXPRESS CO59,779$20.2M1.6%
13VTIVANGUARD INDEX FDS44,683$16.5M1.3%
14RPARTIDAL TRUST I726,729$16.2M1.3%
15GLDMWORLD GOLD TR198,110$15.7M1.3%
16OKTAOKTA INC103,080$14.1M1.1%
17JAAAJANUS DETROIT STR TR217,155$11.0M0.9%
18GOVTISHARES TR459,986$10.5M0.8%
19IEMGISHARES INC118,984$9.9M0.8%
20RVMDREVOLUTION MEDICINES INC51,490$9.6M0.8%
21AFRMAFFIRM HLDGS INC98,020$8.0M0.6%
22TIPISHARES TR69,075$7.6M0.6%
23FIGFIGMA INC407,253$7.4M0.6%
24OMDAOMADA HEALTH INC334,071$7.3M0.6%
25GUNRFLEXSHARES TR147,066$7.2M0.6%
26BARGRANITESHARES GOLD TR181,946$7.2M0.6%
27MBBISHARES TR69,775$6.6M0.5%
28DISDISNEY WALT CO67,804$6.5M0.5%
29SHVISHARES TR58,374$6.4M0.5%
30RBLXROBLOX CORP118,226$6.4M0.5%
31IVEISHARES TR19,804$4.5M0.4%
32EMXCISHARES INC39,825$4.1M0.3%
33DOCNDIGITALOCEAN HLDGS INC20,952$3.3M0.3%
34CRWDCROWDSTRIKE HLDGS INC4,168$3.2M0.3%
35DFIVDIMENSIONAL ETF TRUST45,008$2.4M0.2%
36WLTHWEALTHFRONT CORP258,624$2.3M0.2%
37AMZNAMAZON COM INC9,690$2.3M0.2%
38PINSPINTEREST INC99,833$2.1M0.2%
39AAPLAPPLE INC6,790$2.0M0.2%
40BITBBITWISE BITCOIN ETF TR50,502$1.6M0.1%
41CARTMAPLEBEAR INC31,862$1.5M0.1%
42SCHPSCHWAB STRATEGIC TR56,000$1.5M0.1%
43GOOGLALPHABET INC4,015$1.4M0.1%
44SPYSTATE STR SPDR S&P 500 ETF T1,880$1.4M0.1%
45DFACDIMENSIONAL ETF TRUST26,550$1.2M0.1%
46IWMISHARES TR3,250$976,4630.1%
47VWOVANGUARD INTL EQUITY INDEX F14,768$881,4720.1%
48GOOGALPHABET INC2,436$860,7120.1%
49BRK/ABERKSHIRE HATHAWAY INC DEL1$748,8500.1%
50IAUMISHARES GOLD TRUST MICRO17,077$683,2510.1%
51NVDANVIDIA CORPORATION3,200$640,2880.1%
52MSFTMICROSOFT CORP1,486$551,3570%
53DASHDOORDASH INC2,680$494,5400%
54SAMSARA INCPUT1.6M$470,2200%
55WAVE LIFE SCIENCES LTD77,619$450,9660%
56RDDTREDDIT INC2,471$429,8900%
57NFLXNETFLIX INC.5,740$409,8360%
58INTCINTEL CORP2,600$352,7550%
59CMFISHARES TR4,710$271,4840%
60ETHWBITWISE ETHEREUM ETF22,197$250,3820%
61COINBASE GLOBAL INCPUT145,400$175,9340%
62IVVDINVIVYD INC79,869$69,6780%
63RCKTROCKET PHARMACEUTICALS INC11,335$38,7660%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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