a16z Perennial Management, L.P. Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$1.3B

Holdings

143

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (143 positions)

StockValue
COINCOINBASE GLOBAL INC
$358.7M
NUNU HLDGS LTD
$230.1M
IOTSAMSARA INC
$80.7M
XHLFBONDBLOXX ETF TRUST
$69.9M
HOODROBINHOOD MKTS INC
$69.7M
VTIVANGUARD INDEX FDS
$54.8M
ABNBAIRBNB INC
$51.6M
AVGOBROADCOM INC
$50.0M
IEURISHARES TR
$47.4M
METAMETA PLATFORMS INC
$39.5M
OKTAOKTA INC
$34.1M
IVVISHARES TR
$31.0M
VEAVANGUARD TAX-MANAGED FDS
$23.6M
RVMDREVOLUTION MEDICINES INC
$14.6M
DOCNDIGITALOCEAN HLDGS INC
$13.5M
JAAAJANUS DETROIT STR TR
$12.0M
RBLXROBLOX CORP
$9.2M
GOOGALPHABET INC
$8.6M
EWJISHARES INC
$8.0M
BARGRANITESHARES GOLD TR
$7.7M
DISDISNEY WALT CO
$7.7M
AFRMAFFIRM HLDGS INC
$7.7M
NVDANVIDIA CORPORATION
$7.4M
AAPLAPPLE INC
$6.8M
PINSPINTEREST INC
$6.4M
AMZNAMAZON COM INC
$5.6M
MSFTMICROSOFT CORP
$5.4M
CARTMAPLEBEAR INC
$3.8M
DASHDOORDASH INC
$3.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.1M
CRWDCROWDSTRIKE HLDGS INC
$2.6M
OMDAOMADA HEALTH INC
$2.5M
BITBBITWISE BITCOIN ETF TR
$2.4M
TSLATESLA INC
$1.9M
PLTRPALANTIR TECHNOLOGIES INC
$1.6M
NFLXNETFLIX INC
$1.5M
LLYELI LILLY &CO
$1.5M
WVEWAVE LIFE SCIENCES LTD
$1.3M
GEGE AEROSPACE
$1.3M
WMTWALMART INC
$1.3M
JPMJPMORGAN CHASE &CO.
$1.2M
GSGOLDMAN SACHS GROUP INC
$1.2M
DFACDIMENSIONAL ETF TRUST
$1.1M
DWDMORGAN STANLEY
$910K
SPYSPDR S&P 500 ETF TR
$844K
ORCLORACLE CORP
$843K
AONAON PLC
$815K
MUMICRON TECHNOLOGY INC
$765K
AMDADVANCED MICRO DEVICES INC
$755K
GEVGE VERNOVA INC
$748K
IAUMISHARES GOLD TR
$734K
XOMEXXON MOBIL CORP
$730K
JNJJOHNSON &JOHNSON
$728K
CFLTCONFLUENT INC
$711K
COFCAPITAL ONE FINL CORP
$686K
WFCWELLS FARGO CO NEW
$643K
RTXRTX CORPORATION
$626K
TRVCCITIGROUP INC
$624K
UNHUNITEDHEALTH GROUP INC
$620K
MARMARRIOTT INTL INC NEW
$605K
UIUBIQUITI INC
$585K
ABBVABBVIE INC
$582K
COSTCOSTCO WHSL CORP NEW
$563K
VVISA INC
$561K
CRMSALESFORCE INC
$560K
HBC2HSBC HLDGS PLC
$535K
ASMLASML HOLDING N V
$511K
CATCATERPILLAR INC
$491K
PGPROCTER AND GAMBLE CO
$476K
KOCOCA COLA CO
$474K
ETHWBITWISE ETHEREUM ETF
$472K
KLACKLA CORP
$453K
GILDGILEAD SCIENCES INC
$446K
HDHOME DEPOT INC
$442K
AMATAPPLIED MATLS INC
$438K
ANETARISTA NETWORKS INC
$429K
MAMASTERCARD INCORPORATED
$413K
BKBANK NEW YORK MELLON CORP
$411K
4I1PHILIP MORRIS INTL INC
$408K
CRCLCIRCLE INTERNET GROUP INC
$398K
ADIANALOG DEVICES INC
$398K
ETNEATON CORP PLC
$394K
CVXCHEVRON CORP NEW
$392K
HLTHILTON WORLDWIDE HLDGS INC
$389K
MRKMERCK &CO INC
$380K
GMGENERAL MTRS CO
$377K
SAPSAP SE
$375K
AZNASTRAZENECA PLC
$366K
INTUINTUIT
$364K
NVSNNOVARTIS AG
$360K
SANBANCO SANTANDER SA
$352K
WDCWESTERN DIGITAL CORP
$346K
MUFGMITSUBISHI UFJ FINL GROUP IN
$334K
CMCSACOMCAST CORP NEW
$327K
BBVABANCO BILBAO VIZCAYA ARGENTA
$306K
ABTABBOTT LABS
$290K
UBSUBS GROUP AG
$285K
TJXTJX COS INC NEW
$284K
MCDMCDONALDS CORP
$276K
HWMHOWMET AEROSPACE INC
$270K
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