A16z Perennial Management, L.P. Top Holdings and 13F Report (2026)

About A16z Perennial Management, L.P.

Investment Activity

A16z Perennial Management, L.P. has $1.20 billion in total holdings as of March 31, 2026.
A16z Perennial Management, L.P. owns shares of 152 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 20.41% of the portfolio was purchased this quarter.
About 11.18% of the portfolio was sold this quarter.
This quarter, A16z Perennial Management, L.P. has purchased 143 new stocks and bought additional shares in 10 stocks.
A16z Perennial Management, L.P. sold shares of 39 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Coinbase Global: $256,850,437
NU: $199,143,771
Samsara: $189,819,170
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF: $70,059,360
Broadcom: $44,424,280

Largest New Holdings this Quarter

922908363 - Vanguard S&P 500 ETF: $41,345,680 Holding
464287226 - iShares Core U.S. Aggregate Bond ETF: $31,888,601 Holding
02079K305 - Alphabet: $4,020,089 Holding
46429B267 - iShares U.S. Treasury Bond ETF: $2,493,685 Holding
7750519BB - AIRBNB INC: $1,207,650 Holding

Largest Purchases this Quarter

Samsara: 3,712,221 shares (about $117.64M)
Vanguard S&P 500 ETF: 69,192 shares (about $41.35M)
American Express: 116,030 shares (about $35.10M)
iShares Core U.S. Aggregate Bond ETF: 321,231 shares (about $31.89M)
Alphabet: 13,980 shares (about $4.02M)

Largest Sales this Quarter

DIGITALOCEAN HLDGS INC: 261,000 shares (about $22.39M)
Coinbase Global: 115,162 shares (about $20.11M)
Airbnb: 80,475 shares (about $10.16M)
Robinhood Markets: 122,170 shares (about $8.47M)
Revolution Medicines: 78,704 shares (about $7.65M)

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	$256,850,437	$20,108,437 â–¼	-7.3%	1,470,995	21.3%	Finance
NU NU	$199,143,771	$1,579,263 â–²	0.8%	13,858,300	16.5%	Finance
IOT Samsara	$189,819,170	$117,640,283 â–²	163.0%	5,989,876	15.8%	Computer and Technology
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	$70,059,360		0.0%	1,392,000	5.8%	ETF
AVGO Broadcom	$44,424,280	$284,130 â–¼	-0.6%	143,531	3.7%	Computer and Technology
VOO Vanguard S&P 500 ETF	$41,345,680	$41,345,680 â–²	New Holding	69,192	3.4%	ETF
ABNB Airbnb	$37,819,976	$10,162,383 â–¼	-21.2%	299,493	3.1%	Consumer Discretionary
AXP American Express	$35,301,836	$35,096,755 â–²	17,113.6%	116,708	2.9%	Finance
HOOD Robinhood Markets	$34,258,594	$8,466,381 â–¼	-19.8%	494,352	2.8%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$31,888,601	$31,888,601 â–²	New Holding	321,231	2.6%	Finance
META Meta Platforms	$31,544,960	$2,726,772 â–¼	-8.0%	55,136	2.6%	Computer and Technology
IVV iShares Core S&P 500 ETF	$29,557,753		0.0%	45,250	2.5%	ETF
OKTA Okta	$26,429,244	$4,575,412 â–¼	-14.8%	335,780	2.2%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$24,158,352	$37,999 â–¼	-0.2%	377,003	2.0%	ETF
VTI Vanguard Total Stock Market ETF	$14,423,297	$2,149,427 â–²	17.5%	44,959	1.2%	ETF
JAAA Janus Henderson AAA CLO ETF	$11,945,364	$5,188 â–²	0.0%	237,152	1.0%	ETF
RVMD Revolution Medicines	$10,134,812	$7,653,964 â–¼	-43.0%	104,214	0.8%	Medical
AAPL Apple	$6,552,858	$228,411 â–²	3.6%	25,820	0.5%	Computer and Technology
DIS Walt Disney	$6,534,950		0.0%	67,804	0.5%	Consumer Discretionary
NVDA NVIDIA	$6,490,296	$386,122 â–¼	-5.6%	37,215	0.5%	Computer and Technology
RBLX Roblox	$6,413,565	$8,654 â–¼	-0.1%	113,394	0.5%	Consumer Discretionary
AMZN Amazon.com	$5,012,851		0.0%	24,069	0.4%	Retail/Wholesale
AFRM Affirm	$4,729,540		0.0%	103,220	0.4%	Computer and Technology
MSFT Microsoft	$4,127,766		0.0%	11,151	0.3%	Computer and Technology
GOOGL Alphabet	$4,020,089	$4,020,089 â–²	New Holding	13,980	0.3%	Computer and Technology
GOOG Alphabet	$3,433,140	$203,671 â–¼	-5.6%	11,968	0.3%	Computer and Technology
GOVT iShares U.S. Treasury Bond ETF	$2,493,685	$2,493,685 â–²	New Holding	108,847	0.2%	ETF
OMADA HEALTH INC	$2,364,995	$434,179 â–²	22.5%	192,466	0.2%	COM
CRWD CrowdStrike	$2,239,392	$73,787 â–²	3.4%	5,736	0.2%	Computer and Technology
BRK.B Berkshire Hathaway	$2,215,342	$2,214,863 â–²	462,200.0%	4,623	0.2%	Finance
BITWISE BITCOIN ETF TR	$1,858,979		0.0%	50,502	0.2%	SHS BEN INT
PINS Pinterest	$1,830,937	$2,726,057 â–¼	-59.8%	99,833	0.2%	Computer and Technology
DIGITALOCEAN HLDGS INC	$1,591,391	$22,388,586 â–¼	-93.4%	18,552	0.1%	COM
MAPLEBEAR INC	$1,544,850	$1,618,272 â–¼	-51.2%	41,240	0.1%	COM
TSLA Tesla	$1,460,234	$143,867 â–¼	-9.0%	3,928	0.1%	Auto/Tires/Trucks
NFLX Netflix	$1,399,944	$121,149 â–¼	-8.0%	14,560	0.1%	Consumer Discretionary
WALMART INC	$1,324,452	$80,161 â–¼	-5.7%	10,657	0.1%	COM
AIRBNB INC	$1,207,650	$1,207,650 â–²	New Holding	249,000	0.1%	COM CL A
PALANTIR TECHNOLOGIES INC	$1,163,511	$175,829 â–¼	-13.1%	7,954	0.1%	CL A
LLY Eli Lilly and Company	$1,138,675	$127,848 â–¼	-10.1%	1,238	0.1%	Medical
JPM JPMorgan Chase & Co.	$1,114,572		0.0%	3,789	0.1%	Finance
GE GE Aerospace	$1,111,811	$90,239 â–¼	-7.5%	3,918	0.1%	Aerospace
GS The Goldman Sachs Group	$1,076,945	$76,985 â–¼	-6.7%	1,273	0.1%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$1,031,733		0.0%	26,550	0.1%	ETF
XOM ExxonMobil	$1,030,515		0.0%	6,074	0.1%	Energy
JNJ Johnson & Johnson	$860,184		0.0%	3,519	0.1%	Medical
GE VERNOVA INC	$855,442	$144,901 â–¼	-14.5%	980	0.1%	COM
MS Morgan Stanley	$844,244		0.0%	5,130	0.1%	Finance
UI Ubiquiti	$836,127		0.0%	1,058	0.1%	Computer and Technology
MU Micron Technology	$830,411	$75,676 â–¼	-8.4%	2,458	0.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$805,771		0.0%	1,239	0.1%	Finance
IAUM iShares Gold Trust Micro	$797,496		0.0%	17,077	0.1%	Finance
AMD Advanced Micro Devices	$758,794	$40,686 â–²	5.7%	3,730	0.1%	Computer and Technology
AON AON	$745,622		0.0%	2,310	0.1%	Finance
RTX RTX	$659,332		0.0%	3,418	0.1%	Aerospace
COST Costco Wholesale	$650,669		0.0%	653	0.1%	Retail/Wholesale
MAR Marriott International	$638,114		0.0%	1,951	0.1%	Consumer Discretionary
ASML ASML	$631,357		0.0%	478	0.1%	Computer and Technology
ORCL Oracle	$623,599	$13,240 â–¼	-2.1%	4,239	0.1%	Computer and Technology
CAT Caterpillar	$607,859		0.0%	858	0.1%	Industrials
C Citigroup	$606,857		0.0%	5,351	0.1%	Financial Services
WVE WAVE Life Sciences	$562,738		0.0%	77,619	0.0%	Medical
WFC Wells Fargo & Company	$537,129	$12,817 â–¼	-2.3%	6,747	0.0%	Finance
CVX Chevron	$532,768		0.0%	2,575	0.0%	Energy
AMAT Applied Materials	$516,786	$65,965 â–¼	-11.3%	1,512	0.0%	Computer and Technology
KO CocaCola	$516,151		0.0%	6,787	0.0%	Consumer Staples
UNH UnitedHealth Group	$508,439		0.0%	1,879	0.0%	Medical
GILD Gilead Sciences	$507,307		0.0%	3,640	0.0%	Medical
KLAC KLA	$506,509	$42,700 â–¼	-7.8%	344	0.0%	Computer and Technology
COF Capital One Financial	$502,777	$13,682 â–¼	-2.6%	2,756	0.0%	Finance
HSBC HSBC	$499,229	$62,527 â–¼	-11.1%	6,052	0.0%	Finance
V Visa	$484,188		0.0%	1,602	0.0%	Business Services
PG Procter & Gamble	$480,552		0.0%	3,327	0.0%	Consumer Staples
WDC Western Digital	$479,038	$64,918 â–¼	-11.9%	1,771	0.0%	Computer and Technology
ADI Analog Devices	$467,348		0.0%	1,469	0.0%	Computer and Technology
OKTA INC	$466,884	$466,884 â–²	New Holding	235,800	0.0%	CL A
SAMSARA INC	$462,420	$462,420 â–²	New Holding	1,321,200	0.0%	COM CL A
DOORDASH INC	$448,949	$1,622,523 â–¼	-78.3%	2,990	0.0%	CL A
ETN Eaton	$442,795		0.0%	1,238	0.0%	Industrials
MRK Merck & Co., Inc.	$434,487		0.0%	3,612	0.0%	Medical
HD Home Depot	$423,281		0.0%	1,287	0.0%	Retail/Wholesale
PM Philip Morris International	$420,956		0.0%	2,546	0.0%	Consumer Staples
BANK NEW YORK MELLON CORP	$420,781		0.0%	3,547	0.0%	COM
HLT Hilton Worldwide	$412,332		0.0%	1,356	0.0%	Consumer Discretionary
NVS Novartis	$399,900		0.0%	2,618	0.0%	Medical
CRM Salesforce	$395,180		0.0%	2,117	0.0%	Computer and Technology
AZNCF AstraZeneca	$393,059	$393,059 â–²	New Holding	1,993	0.0%	Medical
SANDISK CORP	$374,851	$374,851 â–²	New Holding	590	0.0%	COM
ARISTA NETWORKS INC	$371,287	$30,941 â–¼	-7.7%	3,024	0.0%	COM SHS
MA Mastercard	$361,754		0.0%	724	0.0%	Business Services
MUFG Mitsubishi UFJ Financial Group	$358,203		0.0%	21,108	0.0%	Finance
GM General Motors	$345,382		0.0%	4,636	0.0%	Auto/Tires/Trucks
BITWISE ETHEREUM ETF	$332,955		0.0%	22,197	0.0%	SHS
COP ConocoPhillips	$330,660		0.0%	2,505	0.0%	Energy
PSX Phillips 66	$330,657		0.0%	1,815	0.0%	Energy
PWR Quanta Services	$320,628	$29,098 â–¼	-8.3%	584	0.0%	Construction
CMCSA Comcast	$314,633		0.0%	10,959	0.0%	Consumer Discretionary
HWM Howmet Aerospace	$304,438		0.0%	1,321	0.0%	Aerospace
NOC Northrop Grumman	$300,186		0.0%	440	0.0%	Aerospace
TJX TJX Companies	$295,764		0.0%	1,852	0.0%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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A16z Perennial Management, L.P. Top Holdings and 13F Report (2026)

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

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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A16z Perennial Management, L.P. Top Holdings and 13F Report (2026)

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