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Ah Capital Management, L.L.C. Top Holdings and 13F Report (2026)

About Ah Capital Management, L.L.C.

Investment Activity

  • Ah Capital Management, L.L.C. has $1.29 billion in total holdings as of March 31, 2026.
  • Ah Capital Management, L.L.C. owns shares of 16 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 4.53% of the portfolio was purchased this quarter.
  • About 1.52% of the portfolio was sold this quarter.
  • This quarter, Ah Capital Management, L.L.C. has purchased 13 new stocks and bought additional shares in 1 stock.
  • Ah Capital Management, L.L.C. sold shares of 2 stocks and completely divested from 1 stock this quarter.

Largest Holdings

NAVAN INC
$373,615,270
FIGMA INC
$338,480,531
Meta Platforms
$121,595,361

Largest New Holdings this Quarter

36322Q206 - DAMORA THERAPEUTICS INC
$32,016,466 Holding
01021M104 - AKTIS ONCOLOGY INC
$7,424,350 Holding
091947101 - BITGO HOLDINGS INC
$5,484,110 Holding
42727R203 - IP STRATEGY HOLDINGS INC
$21,843 Holding

Largest Purchases this Quarter

DAMORA THERAPEUTICS INC
1,236,157 shares (about $32.02M)
NAVAN INC
1,023,312 shares (about $13.55M)
AKTIS ONCOLOGY INC
415,000 shares (about $7.42M)
BITGO HOLDINGS INC
666,356 shares (about $5.48M)
IP STRATEGY HOLDINGS INC
82,740 shares (about $21.84K)

Largest Sales this Quarter

OMADA HEALTH INC
1,153,645 shares (about $14.50M)
FIGMA INC
234,751 shares (about $4.96M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAh Capital Management, L.L.C.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NAVAN INC
$373,615,270$13,548,651 â–²3.8%28,218,67628.9%CL A
FIGMA INC
$338,480,531$4,962,636 â–¼-1.4%16,011,37826.2%CLASS A COM STK
Meta Platforms, Inc. stock logo
META
Meta Platforms
$121,595,3610.0%212,5319.4%Computer and Technology
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$89,576,8780.0%921,0996.9%Medical
Nautilus Biotechnology, Inc. stock logo
NAUT
Nautilus Biotechnology
$68,497,1980.0%17,653,9175.3%Medical
BLOCK INC
$61,184,8250.0%1,016,6974.7%CL A
BIOAGE LABS INC
$56,548,1430.0%3,233,1704.4%COM
MAZE THERAPEUTICS INC
$50,811,4160.0%1,702,2253.9%COM
Erasca, Inc. stock logo
ERAS
Erasca
$46,315,2500.0%2,862,5003.6%Medical
DAMORA THERAPEUTICS INC
$32,016,466$32,016,466 â–²New Holding1,236,1572.5%COM NEW
OMADA HEALTH INC
$29,002,560$14,501,318 â–¼-33.3%2,307,2842.2%COM
CAMP4 THERAPEUTICS CORP
$9,372,7450.0%2,125,3390.7%COM
AKTIS ONCOLOGY INC
$7,424,350$7,424,350 â–²New Holding415,0000.6%COM
BITGO HOLDINGS INC
$5,484,110$5,484,110 â–²New Holding666,3560.4%COM SHS CL A
GINKGO BIOWORKS HOLDINGS INC
$665,5220.0%108,5680.1%CL A NEW
IP STRATEGY HOLDINGS INC
$21,843$21,843 â–²New Holding82,7400.0%COM
Heritage Commerce Corp stock logo
HTBK
Heritage Commerce
$0$129,074 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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