a16z Perennial Management, L.P. Q4 2024 Filing
Filed January 28, 2025
Portfolio Value
$872.1T
Holdings
40
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COINCOINBASE GLOBAL INC | 1,640,962 | $407.5T | 46.72% | |
| 2 | NUNU HLDGS LTD | 15,285,500 | $158.4T | 18.16% | |
| 3 | ABNBAIRBNB INC | 742,631 | $88.6T | 10.16% | Put |
| 4 | OKTAOKTA INC | 597,873 | $47.1T | 5.40% | |
| 5 | —ROBINHOOD MKTS INC | 858,770 | $32.0T | 3.67% | |
| 6 | IOTSAMSARA INC | 679,997 | $29.7T | 3.41% | |
| 7 | CMFISHARES TR | 226,366 | $23.9T | 2.74% | |
| 8 | VTEBVANGUARD MUN BD FDS | 435,683 | $21.8T | 2.50% | |
| 9 | RBLXROBLOX CORP | 235,453 | $13.6T | 1.56% | |
| 10 | AFRMAFFIRM HLDGS INC | 177,520 | $10.2T | 1.17% | Put |
| 11 | CARTMAPLEBEAR INC | 595,083 | $10.0T | 1.15% | Put |
| 12 | MSFTMICROSOFT CORP | 353,012 | $7.6T | 0.87% | Put |
| 13 | COINCOINBASE GLOBAL INC | 137,500 | $6.1T | 0.70% | Put |
| 14 | METAMETA PLATFORMS INC | 6,194 | $3.6T | 0.42% | |
| 15 | PINSPINTEREST INC | 98,473 | $2.9T | 0.33% | |
| 16 | AMZNAMAZON COM INC | 9,520 | $2.1T | 0.24% | |
| 17 | CRWDCROWDSTRIKE HLDGS INC | 4,438 | $1.5T | 0.17% | |
| 18 | WVEWAVE LIFE SCIENCES LTD | 77,619 | $960.1B | 0.11% | |
| 19 | GOOGALPHABET INC | 4,920 | $933.8B | 0.11% | |
| 20 | BITBBITWISE BITCOIN ETF TR | 15,961 | $811.6B | 0.09% | |
| 21 | SPYSPDR S&P 500 ETF TR | 1,239 | $726.2B | 0.08% | |
| 22 | ETHWBITWISE ETHEREUM ETF | 22,197 | $532.1B | 0.06% | |
| 23 | NFLXNETFLIX INC | 562 | $500.9B | 0.06% | |
| 24 | TEAMATLASSIAN CORPORATION | 1,117 | $271.9B | 0.03% | |
| 25 | WDAYWORKDAY INC | 896 | $231.2B | 0.03% | |
| 26 | RCKTROCKET PHARMACEUTICALS INC | 11,335 | $142.5B | 0.02% | |
| 27 | NETCLOUDFLARE INC | 1,040 | $112.0B | 0.01% | |
| 28 | DOCNDIGITALOCEAN HLDGS INC | 3,088 | $105.2B | 0.01% | |
| 29 | ADVADVANTAGE SOLUTIONS INC | 18,867 | $55.1B | 0.01% | |
| 30 | IVVDINVIVYD INC | 79,869 | $35.4B | 0.00% | |
| 31 | LYFTLYFT INC | 2,244 | $28.9B | 0.00% | |
| 32 | CRISCURIS INC | 6,653 | $20.4B | 0.00% | |
| 33 | RDDTREDDIT INC | 67 | $10.9B | 0.00% | |
| 34 | CRMSALESFORCE INC | 28 | $9.4B | 0.00% | |
| 35 | OPENOPENDOOR TECHNOLOGIES INC | 4,422 | $7.1B | 0.00% | |
| 36 | NOWSERVICENOW INC | 6 | $6.4B | 0.00% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10 | $4.5B | 0.00% | |
| 38 | SNOWSNOWFLAKE INC | 28 | $4.3B | 0.00% | |
| 39 | DISDISNEY WALT CO | 22 | $2.5B | 0.00% | |
| 40 | ROOTROOT INC | 10 | $726.0M | 0.00% |