EdgeMarket › What A16Z Perennial Management, L.P. reported owning
What A16Z Perennial Management, L.P. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
152Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| COIN Coinbase Global, Inc. | 256.9M | 21.3% | 1.5M | 186.49 | -38.7% |
| NU Nu Holdings Ltd. | 199.1M | 16.5% | 13.9M | 14.58 | +7.0% |
| IOT Samsara Inc. | 189.8M | 15.8% | 6.0M | 39.94 | +21.0% |
| XHLF BondBloxx Bloomberg Six Month Target Duration | 70.1M | 5.8% | 1.4M | 50.28 | -0.1% |
| AVGO Broadcom Inc. | 44.4M | 3.7% | 143.5K | 368.45 | +26.5% |
| VOO Vanguard S&P 500 ETF | 41.3M | 3.4% | 69.2K | 703.71 | +20.0% |
| ABNB Airbnb, Inc. | 37.8M | 3.1% | 299.5K | 187.30 | +49.9% |
| AXP AMERICAN EXPRESS CO | 35.3M | 2.9% | 116.7K | 336.00 | +8.9% |
| HOOD Robinhood Markets, Inc. | 34.3M | 2.8% | 494.4K | 108.13 | +2.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 31.9M | 2.6% | 321.2K | 97.35 | -1.7% |
| META Meta Platforms, Inc. | 31.5M | 2.6% | 55.1K | 549.90 | -26.5% |
| IVV iShares Core S&P 500 ETF | 29.6M | 2.5% | 45.2K | 769.31 | +20.0% |
| OKTA Okta, Inc. | 26.4M | 2.2% | 335.8K | 135.14 | +48.5% |
| VEA Vanguard FTSE Developed Markets ETF | 24.2M | 2.0% | 377.0K | 73.42 | +24.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 14.4M | 1.2% | 45.0K | 378.24 | +20.5% |
| JAAA Janus Henderson AAA CLO ETF | 11.9M | 1.0% | 237.2K | 50.67 | -0.1% |
| RVMD Revolution Medicines, Inc. | 10.1M | 0.8% | 104.2K | 209.46 | +479.3% |
| AAPL Apple Inc. | 6.6M | 0.5% | 25.8K | 309.35 | +36.9% |
| DIS Walt Disney Co | 6.5M | 0.5% | 67.8K | 107.78 | -7.9% |
| NVDA NVIDIA CORP | 6.5M | 0.5% | 37.2K | 214.72 | +22.4% |
| RBLX Roblox Corp | 6.4M | 0.5% | 113.4K | 38.37 | -67.6% |
| AMZN AMAZON COM INC | 5.0M | 0.4% | 24.1K | 258.63 | +15.6% |
| AFRM Affirm Holdings, Inc. | 4.7M | 0.4% | 103.2K | 77.03 | +5.5% |
| MSFT MICROSOFT CORP | 4.1M | 0.3% | 11.2K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 4.0M | 0.3% | 14.0K | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 3.4M | 0.3% | 12.0K | 341.75 | +70.7% |
| GOVT iShares U.S. Treasury Bond ETF | 2.5M | 0.2% | 108.8K | 22.45 | -2.0% |
| OMDA Omada Health, Inc. | 2.4M | 0.2% | 192.5K | 23.89 | +11.0% |
| CRWD CrowdStrike Holdings, Inc. | 2.2M | 0.2% | 5.7K | 191.95 | +83.2% |
| unmapped CUSIP 084670702 | 2.2M | 0.2% | 4.6K | — | — |
| BITB Bitwise Bitcoin ETF | 1.9M | 0.2% | 50.5K | 41.82 | -32.7% |
| PINS PINTEREST, INC. | 1.8M | 0.2% | 99.8K | 23.40 | -34.0% |
| DOCN DigitalOcean Holdings, Inc. | 1.6M | 0.1% | 18.6K | 115.64 | +282.8% |
| CART Maplebear Inc. | 1.5M | 0.1% | 41.2K | 49.83 | +9.5% |
| TSLA Tesla, Inc. | 1.5M | 0.1% | 3.9K | 362.86 | +12.0% |
| NFLX NETFLIX INC | 1.4M | 0.1% | 14.6K | 79.59 | -34.4% |
| WMT Walmart Inc. | 1.3M | 0.1% | 10.7K | 103.70 | +1.1% |
| PLTR Palantir Technologies Inc. | 1.2M | 0.1% | 8.0K | 179.94 | +15.3% |
| LLY ELI LILLY & Co | 1.1M | 0.1% | 1.2K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 1.1M | 0.1% | 3.8K | 351.58 | +20.3% |
| GE GENERAL ELECTRIC CO | 1.1M | 0.1% | 3.9K | 348.37 | +30.7% |
| GS GOLDMAN SACHS GROUP INC | 1.1M | 0.1% | 1.3K | 1,039.28 | +44.2% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.0M | 0.1% | 26.6K | 45.61 | +22.8% |
| XOM ExxonMobil Holdings Corp | 1.0M | 0.1% | 6.1K | 165.11 | +52.1% |
| JNJ JOHNSON & JOHNSON | 860.2K | 0.1% | 3.5K | 270.24 | +51.1% |
| GEV GE Vernova Inc. | 855.4K | 0.1% | 980 | 956.85 | +58.3% |
| MS MORGAN STANLEY | 844.2K | 0.1% | 5.1K | 214.20 | +48.6% |
| UI Ubiquiti Inc. | 836.1K | 0.1% | 1.1K | 559.00 | +41.7% |
| MU MICRON TECHNOLOGY INC | 830.4K | 0.1% | 2.5K | 966.78 | +724.8% |
| SPY SPDR S&P 500 ETF TRUST | 805.8K | 0.1% | 1.2K | 765.72 | +20.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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