A16z Perennial Management, L.P. Top Holdings and 13F Report (2024) → Log Into Marc's $5,000 System Today (From Chaikin Analytics) (Ad) About A16z Perennial Management, L.P.Investment ActivityA16z Perennial Management, L.P. has $1.09 billion in total holdings as of March 31, 2024.A16z Perennial Management, L.P. owns shares of 43 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 47.34% of the portfolio was purchased this quarter.About 27.58% of the portfolio was sold this quarter.This quarter, A16z Perennial Management, L.P. has purchased 41 new stocks and bought additional shares in 5 stocks.A16z Perennial Management, L.P. sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings Coinbase Global $501,908,481NU HLDGS LTD $195,760,563Airbnb $119,470,795BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $92,763,943Okta $62,549,473 Largest New Holdings this Quarter NU HLDGS LTD $195,760,563 HoldingMeta Platforms $3,007,683 HoldingCloudflare $720,415 HoldingAlphabet $444,599 HoldingAlphabet $425,623 Holding Largest Purchases this Quarter Coinbase Global 1,044,207 shares (about $276.84M)NU HLDGS LTD 16,409,100 shares (about $195.76M)iShares National Muni Bond ETF 218,734 shares (about $23.54M)Lyft 534,456 shares (about $10.34M)Affirm 170,000 shares (about $6.33M) Largest Sales this Quarter Airbnb 633,800 shares (about $104.55M)BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 1,897,918 shares (about $95.48M)Salesforce 57,600 shares (about $17.35M)Microsoft 38,000 shares (about $15.99M)BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 302,671 shares (about $15.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofA16z Perennial Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOINCoinbase Global$501,908,481$276,840,160 ▲123.0%1,893,13745.9%FinanceNU HLDGS LTD$195,760,563$195,760,563 ▲New Holding16,409,10017.9%ORD SHS CL AABNBAirbnb$119,470,795$104,551,648 ▼-46.7%724,24110.9%Computer and TechnologyXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$92,763,943$15,227,378 ▼-14.1%1,843,8478.5%ETFOKTAOkta$62,549,4730.0%597,8735.7%Computer and TechnologyMUBiShares National Muni Bond ETF$23,851,369$23,535,778 ▲7,457.7%221,6672.2%ETFVTEBVanguard Tax-Exempt Bond ETF$22,045,5600.0%435,6832.0%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$12,507,066$95,484,255 ▼-88.4%248,6001.1%ETFROBLOX CORP$12,252,878$122,138 ▼-1.0%320,9241.1%CL ALYFTLyft$10,385,145$10,341,724 ▲23,817.1%536,7001.0%Computer and TechnologyMSFTMicrosoft$8,419,449$15,987,361 ▼-65.5%20,0120.8%Computer and TechnologyAFRMAffirm$7,173,854$6,334,200 ▲754.4%192,5350.7%Business ServicesCRMSalesforce$4,074,363$17,347,968 ▼-81.0%13,5280.4%Computer and TechnologyPINSPinterest$3,414,0590.0%98,4730.3%Computer and TechnologyDOCNDigitalOcean$3,267,4440.0%85,5800.3%Computer and TechnologyMETAMeta Platforms$3,007,683$3,007,683 ▲New Holding6,1940.3%Computer and TechnologyHOODRobinhood Markets$1,788,9730.0%88,8710.2%FinanceAMZNAmazon.com$1,717,2180.0%9,5200.2%Retail/WholesaleCRWDCrowdStrike$1,422,7780.0%4,4380.1%Computer and TechnologyNETCloudflare$720,415$720,415 ▲New Holding7,4400.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$648,0840.0%1,2390.1%FinanceASANAsana$611,3130.0%39,4650.1%Computer and TechnologyWVEWave Life Sciences$478,9090.0%77,6190.0%MedicalGOOGLAlphabet$444,599$444,599 ▲New Holding2,9200.0%Computer and TechnologyGOOGLAlphabet$425,623$425,623 ▲New Holding2,8200.0%Computer and TechnologyIVVDInvivyd$354,6180.0%79,8690.0%MedicalNFLXNetflix$341,3190.0%5620.0%Consumer DiscretionaryRCKTRocket Pharmaceuticals$305,3650.0%11,3350.0%MedicalWDAYWorkday$244,3840.0%8960.0%Computer and TechnologyTEAMAtlassian$217,9380.0%1,1170.0%Computer and TechnologyPDPagerDuty$145,2200.0%6,4030.0%Computer and TechnologyIOTSamsara$96,9690.0%2,5660.0%Computer and TechnologyADVWWAdvantage Solutions$81,694$61,274 ▲300.1%18,8670.0%Communication ServicesCURIS INC$72,3180.0%6,6530.0%COMBOXBOX$53,0720.0%1,8740.0%Computer and TechnologyLYFTLyft$43,4210.0%2,2440.0%Computer and TechnologyOPENOpendoor Technologies$18,1440.0%5,9880.0%Business ServicesMAPLEBEAR INC$8,278$8,278 ▲New Holding2220.0%COMNOWServiceNow$4,5740.0%60.0%Computer and TechnologySNOWSnowflake$4,5250.0%280.0%Computer and TechnologyBRK.BBerkshire Hathaway$4,2050.0%100.0%FinanceDISWalt Disney$2,6920.0%220.0%Consumer DiscretionaryROOTRoot$6110.0%100.0%FinanceNU HLDGS LTD$0$48,742,687 ▼-100.0%00.0%ORD SHS CL AMETA PLATFORMS INC$0$3,593,402 ▼-100.0%00.0%CL AGOOGAlphabet$0$411,516 ▼-100.0%00.0%Computer and TechnologySPLKSplunk$0$59,264 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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