a16z Perennial Management, L.P.

Est. AUM

$1.20B

13F long equity, this entity only

Positions

152

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	COINBASE GLOBAL INC	COM CL A	$256.9M	1470995	21.32%	SOLE
2	NU HLDGS LTD	ORD SHS CL A	$199.1M	13858300	16.53%	SOLE
3	SAMSARA INC	COM CL A	$189.8M	5989876	15.76%	SOLE
4	BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$70.1M	1392000	5.82%	SOLE
5	BROADCOM INC	COM	$44.4M	143531	3.69%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$41.3M	69192	3.43%	SOLE
7	AIRBNB INC	COM CL A	$37.8M	299493	3.14%	SOLE
8	AMERICAN EXPRESS CO	COM	$35.3M	116708	2.93%	SOLE
9	ROBINHOOD MKTS INC	COM CL A	$34.3M	494352	2.84%	SOLE
10	ISHARES TR	CORE US AGGBD ET	$31.9M	321231	2.65%	SOLE
11	META PLATFORMS INC	CL A	$31.5M	55136	2.62%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$29.6M	45250	2.45%	SOLE
13	OKTA INC	CL A	$26.4M	335780	2.19%	SOLE
14	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$24.2M	377003	2.01%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$14.4M	44959	1.20%	SOLE
16	JANUS DETROIT STR TR	HENDRSON AAA CL	$11.9M	237152	0.99%	SOLE
17	REVOLUTION MEDICINES INC	COM	$10.1M	104214	0.84%	SOLE
18	APPLE INC	COM	$6.6M	25820	0.54%	SOLE
19	DISNEY WALT CO	COM	$6.5M	67804	0.54%	SOLE
20	NVIDIA CORPORATION	COM	$6.5M	37215	0.54%	SOLE
21	ROBLOX CORP	CL A	$6.4M	113394	0.53%	SOLE
22	AMAZON COM INC	COM	$5.0M	24069	0.42%	SOLE
23	AFFIRM HLDGS INC	COM CL A	$4.7M	103220	0.39%	SOLE
24	MICROSOFT CORP	COM	$4.1M	11151	0.34%	SOLE
25	ALPHABET INC	CAP STK CL A	$4.0M	13980	0.33%	SOLE
26	ALPHABET INC	CAP STK CL C	$3.4M	11968	0.29%	SOLE
27	ISHARES TR	US TREAS BD ETF	$2.5M	108847	0.21%	SOLE
28	OMADA HEALTH INC	COM	$2.4M	192466	0.20%	SOLE
29	CROWDSTRIKE HLDGS INC	CL A	$2.2M	5736	0.19%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	4623	0.18%	SOLE
31	BITWISE BITCOIN ETF TR	SHS BEN INT	$1.9M	50502	0.15%	SOLE
32	PINTEREST INC	CL A	$1.8M	99833	0.15%	SOLE
33	DIGITALOCEAN HLDGS INC	COM	$1.6M	18552	0.13%	SOLE
34	MAPLEBEAR INC	COM	$1.5M	41240	0.13%	SOLE
35	TESLA INC	COM	$1.5M	3928	0.12%	SOLE
36	NETFLIX INC.	COM	$1.4M	14560	0.12%	SOLE
37	WALMART INC	COM	$1.3M	10657	0.11%	SOLE
38	AIRBNB INCPUT	COM CL A	$1.2M	249000	0.10%	SOLE
39	PALANTIR TECHNOLOGIES INC	CL A	$1.2M	7954	0.10%	SOLE
40	ELI LILLY &CO	COM	$1.1M	1238	0.09%	SOLE
41	JPMORGAN CHASE &CO	COM	$1.1M	3789	0.09%	SOLE
42	GE AEROSPACE	COM NEW	$1.1M	3918	0.09%	SOLE
43	GOLDMAN SACHS GROUP INC	COM	$1.1M	1273	0.09%	SOLE
44	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.0M	26550	0.09%	SOLE
45	EXXON MOBIL CORP	COM	$1.0M	6074	0.09%	SOLE
46	JOHNSON &JOHNSON	COM	$860K	3519	0.07%	SOLE
47	GE VERNOVA INC	COM	$855K	980	0.07%	SOLE
48	MORGAN STANLEY	COM NEW	$844K	5130	0.07%	SOLE
49	UBIQUITI INC	COM	$836K	1058	0.07%	SOLE
50	MICRON TECHNOLOGY INC	COM	$830K	2458	0.07%	SOLE

1–50 of 152

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.