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 $871.26 million in total holdings as of March 31, 2025.
A16z Perennial Management, L.P. owns shares of 46 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 23.38% of the portfolio was purchased this quarter.
About 29.13% of the portfolio was sold this quarter.
This quarter, A16z Perennial Management, L.P. has purchased 46 new stocks and bought additional shares in 5 stocks.
A16z Perennial Management, L.P. sold shares of 6 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Coinbase Global: $328,763,302
NU: $163,251,200
Airbnb: $77,577,921
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF: $70,094,160
Okta: $62,908,197

Largest New Holdings this Quarter

09789C788 - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF: $70,094,160 Holding
7581659QK - ROBINHOOD MKTS INC: $32,595,994 Holding
464288414 - iShares National Muni Bond ETF: $23,372,568 Holding
7368599RR - SAMSARA INC: $22,290,373 Holding
47103U753 - Janus Henderson B-BBB CLO ETF: $1,855,023 Holding

Largest Purchases this Quarter

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF: 1,392,000 shares (about $70.09M)
Coinbase Global: 267,900 shares (about $46.14M)
ROBINHOOD MKTS INC: 971,907 shares (about $32.60M)
iShares National Muni Bond ETF: 221,667 shares (about $23.37M)
SAMSARA INC: 859,597 shares (about $22.29M)

Largest Sales this Quarter

Microsoft: 335,300 shares (about $125.87M)
MAPLEBEAR INC: 367,244 shares (about $14.65M)
Airbnb: 93,226 shares (about $11.14M)
Affirm: 73,300 shares (about $3.31M)
Roblox: 36,700 shares (about $2.14M)

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	$328,763,302	$46,140,417 ▲	16.3%	1,908,862	37.7%	Finance
NU NU	$163,251,200	$6,727,680 ▲	4.3%	15,942,500	18.7%	Finance
ABNB Airbnb	$77,577,921	$11,136,778 ▼	-12.6%	649,405	8.9%	Consumer Discretionary
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	$70,094,160	$70,094,160 ▲	New Holding	1,392,000	8.0%	ETF
OKTA Okta	$62,908,197		0.0%	597,873	7.2%	Computer and Technology
ROBINHOOD MKTS INC	$32,595,994	$32,595,994 ▲	New Holding	971,907	3.7%	COM CL A
MUB iShares National Muni Bond ETF	$23,372,568	$23,372,568 ▲	New Holding	221,667	2.7%	ETF
SAMSARA INC	$22,290,373	$22,290,373 ▲	New Holding	859,597	2.6%	COM CL A
VTEB Vanguard Tax-Exempt Bond ETF	$21,618,590		0.0%	435,683	2.5%	ETF
IVV iShares Core S&P 500 ETF	$20,027,155		0.0%	33,100	2.3%	ETF
RBLX Roblox	$11,585,312	$2,139,243 ▼	-15.6%	198,753	1.3%	Consumer Discretionary
MAPLEBEAR INC	$9,088,498	$14,649,364 ▼	-61.7%	227,839	1.0%	COM
MSFT Microsoft	$6,648,908	$125,868,273 ▼	-95.0%	17,712	0.8%	Computer and Technology
AFRM Affirm	$4,709,702	$3,312,427 ▼	-41.3%	104,220	0.5%	Business Services
META Meta Platforms	$3,569,974		0.0%	6,194	0.4%	Computer and Technology
PINS Pinterest	$3,052,663		0.0%	98,473	0.4%	Computer and Technology
JBBB Janus Henderson B-BBB CLO ETF	$1,855,023	$1,855,023 ▲	New Holding	37,700	0.2%	ETF
AMZN Amazon.com	$1,811,275		0.0%	9,520	0.2%	Retail/Wholesale
CRWD CrowdStrike	$1,564,750		0.0%	4,438	0.2%	Computer and Technology
BITWISE BITCOIN ETF TR	$716,330		0.0%	15,961	0.1%	SHS BEN INT
SPY SPDR S&P 500 ETF Trust	$693,084		0.0%	1,239	0.1%	Finance
WVE Wave Life Sciences	$627,162		0.0%	77,619	0.1%	Medical
NFLX Netflix	$524,082		0.0%	562	0.1%	Consumer Discretionary
GOOG Alphabet	$436,085	$111,341 ▲	34.3%	2,820	0.1%	Computer and Technology
GOOG Alphabet	$328,083		0.0%	2,100	0.0%	Computer and Technology
BITWISE ETHEREUM ETF	$291,225		0.0%	22,197	0.0%	SHS
MUB iShares National Muni Bond ETF	$264,460	$264,460 ▲	New Holding	4,699	0.0%	ETF
TEAM Atlassian	$237,039		0.0%	1,117	0.0%	Computer and Technology
WDAY Workday	$209,243		0.0%	896	0.0%	Computer and Technology
REDDIT INC	$118,117	$111,089 ▲	1,580.6%	1,126	0.0%	CL A
DIGITALOCEAN HLDGS INC	$103,108		0.0%	3,088	0.0%	COM
RCKT Rocket Pharmaceuticals	$75,604		0.0%	11,335	0.0%	Medical
OPEN Opendoor Technologies	$51,607	$47,097 ▲	1,044.2%	50,595	0.0%	Business Services
IVVD Invivyd	$48,345		0.0%	79,869	0.0%	Medical
WEAV Weave Communications	$35,721	$35,721 ▲	New Holding	3,221	0.0%	Computer and Technology
ADV Advantage Solutions	$28,489		0.0%	18,867	0.0%	Consumer Discretionary
LYFT Lyft	$26,636		0.0%	2,244	0.0%	Computer and Technology
CURIS INC	$13,971		0.0%	6,653	0.0%	COM
PGNY Progyny	$12,644	$12,644 ▲	New Holding	566	0.0%	Medical
CRM Salesforce	$7,514		0.0%	28	0.0%	Computer and Technology
BRK.B Berkshire Hathaway	$5,326		0.0%	10	0.0%	Finance
NOW ServiceNow	$4,777		0.0%	6	0.0%	Computer and Technology
NET Cloudflare	$4,508	$112,700 ▼	-96.2%	40	0.0%	Computer and Technology
SNOW Snowflake	$4,092		0.0%	28	0.0%	Computer and Technology
DIS Walt Disney	$2,171		0.0%	22	0.0%	Consumer Discretionary
ROOT Root	$1,334		0.0%	10	0.0%	Finance
ROBINHOOD MKTS INC	$0	$31,997,770 ▼	-100.0%	0	0.0%	COM CL A
SAMSARA INC	$0	$29,709,069 ▼	-100.0%	0	0.0%	COM CL A
CMF iShares California Muni Bond ETF	$0	$23,618,619 ▼	-100.0%	0	0.0%	ETF
COINBASE GLOBAL INC	$0	$6,112,885 ▼	-100.0%	0	0.0%	COM CL A
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$0	$2,123,552 ▼	-100.0%	0	0.0%	Finance
HYGH iShares Interest Rate Hedged High Yield Bond ETF	$0	$1,892,360 ▼	-100.0%	0	0.0%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$0	$597,740 ▼	-100.0%	0	0.0%	ETF
CLOZ Panagram BBB-B CLO ETF	$0	$509,301 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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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

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