A16z Perennial Management, L.P. Top Holdings and 13F Report (2025)

About A16z Perennial Management, L.P.

Investment Activity

A16z Perennial Management, L.P. has $1.31 billion in total holdings as of June 30, 2025.
A16z Perennial Management, L.P. owns shares of 48 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 13.24% of the portfolio was purchased this quarter.
About 12.05% of the portfolio was sold this quarter.
This quarter, A16z Perennial Management, L.P. has purchased 44 new stocks and bought additional shares in 1 stock.
A16z Perennial Management, L.P. sold shares of 6 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Coinbase Global: $619,964,937
NU: $213,828,944
Airbnb: $79,669,342
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF: $70,073,280
ROBINHOOD MKTS INC: $60,994,672

Largest New Holdings this Quarter

7717569RP - ROBINHOOD MKTS INC: $60,994,672 Holding
7537939UU - SAMSARA INC: $60,385,816 Holding
46435U853 - iShares Broad USD High Yield Corporate Bond ETF: $23,159,768 Holding
6962099WQ - DIGITALOCEAN HLDGS INC: $17,796,311 Holding
922908769 - Vanguard Total Stock Market ETF: $5,215,439 Holding

Largest Purchases this Quarter

ROBINHOOD MKTS INC: 710,707 shares (about $60.99M)
SAMSARA INC: 2,180,227 shares (about $60.39M)
iShares Broad USD High Yield Corporate Bond ETF: 221,667 shares (about $23.16M)
DIGITALOCEAN HLDGS INC: 1,022,652 shares (about $17.80M)
Vanguard Total Stock Market ETF: 17,160 shares (about $5.22M)

Largest Sales this Quarter

Coinbase Global: 140,010 shares (about $49.07M)
MAPLEBEAR INC: 215,488 shares (about $9.75M)
Airbnb: 47,400 shares (about $6.27M)
NU: 357,300 shares (about $4.90M)
Roblox: 45,598 shares (about $4.80M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
COIN Coinbase Global	$619,964,937	$49,072,105 ▼	-7.3%	1,768,852	47.5%	Finance
NU NU	$213,828,944	$4,902,156 ▼	-2.2%	15,585,200	16.4%	Finance
ABNB Airbnb	$79,669,342	$6,272,916 ▼	-7.3%	602,005	6.1%	Consumer Discretionary
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	$70,073,280		0.0%	1,392,000	5.4%	ETF
ROBINHOOD MKTS INC	$60,994,672	$60,994,672 ▲	New Holding	710,707	4.7%	COM CL A
SAMSARA INC	$60,385,816	$60,385,816 ▲	New Holding	2,180,227	4.6%	COM CL A
OKTA Okta	$59,769,364		0.0%	597,873	4.6%	Computer and Technology
USHY iShares Broad USD High Yield Corporate Bond ETF	$23,159,768	$23,159,768 ▲	New Holding	221,667	1.8%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$21,361,537		0.0%	435,683	1.6%	ETF
IVV iShares Core S&P 500 ETF	$20,551,790		0.0%	33,100	1.6%	ETF
DIGITALOCEAN HLDGS INC	$17,796,311	$17,796,311 ▲	New Holding	1,022,652	1.4%	COM
RBLX Roblox	$16,111,906	$4,796,910 ▼	-22.9%	153,155	1.2%	Consumer Discretionary
MSFT Microsoft	$8,810,126		0.0%	17,712	0.7%	Computer and Technology
AFRM Affirm	$5,981,993	$1,223,778 ▼	-17.0%	86,520	0.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$5,215,439	$5,215,439 ▲	New Holding	17,160	0.4%	ETF
META Meta Platforms	$4,571,729		0.0%	6,194	0.4%	Computer and Technology
PINS Pinterest	$3,531,242		0.0%	98,473	0.3%	Computer and Technology
DOORDASH INC	$3,350,071	$3,350,071 ▲	New Holding	13,590	0.3%	CL A
CRWD CrowdStrike	$2,260,318		0.0%	4,438	0.2%	Computer and Technology
AMZN Amazon.com	$2,088,593		0.0%	9,520	0.2%	Retail/Wholesale
BITWISE BITCOIN ETF TR	$935,155		0.0%	15,961	0.1%	SHS BEN INT
SPDR S&P 500 ETF TR	$765,516	$765,516 ▲	New Holding	1,239	0.1%	TR UNIT
NFLX Netflix	$752,591		0.0%	562	0.1%	Consumer Discretionary
MAPLEBEAR INC	$558,759	$9,748,673 ▼	-94.6%	12,351	0.0%	COM
WVE WAVE Life Sciences	$504,524		0.0%	77,619	0.0%	Medical
GOOGL Alphabet	$496,969	$496,969 ▲	New Holding	2,820	0.0%	Computer and Technology
BITWISE ETHEREUM ETF	$400,878		0.0%	22,197	0.0%	SHS
GOOGL Alphabet	$372,519	$372,519 ▲	New Holding	2,100	0.0%	Computer and Technology
USHY iShares Broad USD High Yield Corporate Bond ETF	$261,922	$261,922 ▲	New Holding	4,699	0.0%	ETF
TEAM Atlassian	$226,852		0.0%	1,117	0.0%	Computer and Technology
WDAY Workday	$215,040		0.0%	896	0.0%	Computer and Technology
REDDIT INC	$169,542		0.0%	1,126	0.0%	CL A
RVMD Revolution Medicines	$67,068	$67,068 ▲	New Holding	1,823	0.0%	Medical
IVVD Invivyd	$57,106		0.0%	79,869	0.0%	Medical
LYFT Lyft	$35,365		0.0%	2,244	0.0%	Computer and Technology
RCKT Rocket Pharmaceuticals	$27,771		0.0%	11,335	0.0%	Medical
OPEN Opendoor Technologies	$26,967		0.0%	50,595	0.0%	Computer and Technology
WEAV Weave Communications	$26,799		0.0%	3,221	0.0%	Computer and Technology
ADV Advantage Solutions	$24,904		0.0%	18,867	0.0%	Consumer Discretionary
PGNY Progyny	$19,976	$7,524 ▲	60.4%	908	0.0%	Medical
CURIS INC	$15,435		0.0%	6,653	0.0%	COM
RUBRIK INC.	$15,320	$15,320 ▲	New Holding	171	0.0%	CL A
NET Cloudflare	$7,833		0.0%	40	0.0%	Computer and Technology
SNOW Snowflake	$6,266		0.0%	28	0.0%	Computer and Technology
NOW ServiceNow	$6,168		0.0%	6	0.0%	Computer and Technology
BRK.B Berkshire Hathaway	$4,858		0.0%	10	0.0%	Finance
DIS Walt Disney	$2,728		0.0%	22	0.0%	Consumer Discretionary
ROOT Root	$1,280		0.0%	10	0.0%	Finance
ROBINHOOD MKTS INC	$0	$32,595,994 ▼	-100.0%	0	0.0%	COM CL A
MUB iShares National Muni Bond ETF	$0	$23,372,568 ▼	-100.0%	0	0.0%	ETF
SAMSARA INC	$0	$22,290,373 ▼	-100.0%	0	0.0%	COM CL A
JBBB Janus Henderson B-BBB CLO ETF	$0	$1,855,023 ▼	-100.0%	0	0.0%	ETF
SPY SPDR S&P 500 ETF Trust	$0	$693,084 ▼	-100.0%	0	0.0%	Finance
GOOG Alphabet	$0	$436,085 ▼	-100.0%	0	0.0%	Computer and Technology
DIGITALOCEAN HLDGS INC	$0	$103,108 ▼	-100.0%	0	0.0%	COM
CRM Salesforce	$0	$7,514 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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A16z Perennial Management, L.P. Top Holdings and 13F Report (2025)

About A16z Perennial Management, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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A16z Perennial Management, L.P. Top Holdings and 13F Report (2025)

About A16z Perennial Management, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofA16z Perennial Management, L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools