a16z Perennial Management as of June 30, 2025
Portfolio Holdings for a16z Perennial Management
a16z Perennial Management holds 46 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coinbase Global Com Cl A (COIN) | 46.3 | $620M | 1.8M | 350.49 | |
| Nu Hldgs Ord Shs Cl A (NU) | 16.0 | $214M | 16M | 13.72 | |
| Samsara Com Cl A | 6.5 | $87M | 2.2M | 39.78 | |
| Airbnb Com Cl A (ABNB) | 6.0 | $80M | 602k | 132.34 | |
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 5.2 | $70M | 1.4M | 50.34 | |
| Robinhood Mkts Com Cl A | 5.0 | $67M | 711k | 93.63 | |
| Okta Cl A (OKTA) | 4.5 | $60M | 598k | 99.97 | |
| Digitalocean Hldgs | 2.2 | $29M | 1.0M | 28.56 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.6 | $21M | 436k | 49.03 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $21M | 33k | 620.90 | |
| Roblox Corp Cl A (RBLX) | 1.2 | $16M | 153k | 105.20 | |
| Ishares Tr Calif Mun Bd Etf (USHY) | 0.9 | $13M | 226k | 55.74 | |
| Microsoft Corporation (MSFT) | 0.7 | $8.8M | 18k | 497.41 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.4 | $6.0M | 87k | 69.14 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $5.2M | 17k | 303.93 | |
| Meta Platforms Cl A (META) | 0.3 | $4.6M | 6.2k | 738.09 | |
| Pinterest Cl A (PINS) | 0.3 | $3.5M | 99k | 35.86 | |
| Doordash Cl A (DASH) | 0.3 | $3.4M | 14k | 246.51 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.3M | 4.4k | 509.31 | |
| Amazon (AMZN) | 0.2 | $2.1M | 9.5k | 219.39 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $935k | 16k | 58.59 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $867k | 4.9k | 176.23 | |
| Spdr S&p 500 Etf Tr Tr Unit | 0.1 | $766k | 1.2k | 617.85 | |
| Netflix (NFLX) | 0.1 | $753k | 562.00 | 1339.13 | |
| Maplebear (CART) | 0.0 | $559k | 12k | 45.24 | |
| Wave Life Sciences SHS (WVE) | 0.0 | $505k | 78k | 6.50 | |
| Bitwise Ethereum Etf SHS (ETHW) | 0.0 | $401k | 22k | 18.06 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $227k | 1.1k | 203.09 | |
| Workday Cl A (WDAY) | 0.0 | $215k | 896.00 | 240.00 | |
| Reddit Cl A (RDDT) | 0.0 | $170k | 1.1k | 150.57 | |
| Revolution Medicines (RVMD) | 0.0 | $67k | 1.8k | 36.79 | |
| Adagio Therapeutics (IVVD) | 0.0 | $57k | 80k | 0.71 | |
| Lyft Cl A Com (LYFT) | 0.0 | $35k | 2.2k | 15.76 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $28k | 11k | 2.45 | |
| Opendoor Technologies (OPEN) | 0.0 | $27k | 51k | 0.53 | |
| Weave Communications (WEAV) | 0.0 | $27k | 3.2k | 8.32 | |
| Advantage Solutions Com Cl A (ADV) | 0.0 | $25k | 19k | 1.32 | |
| Progyny (PGNY) | 0.0 | $20k | 908.00 | 22.00 | |
| Curis (CRIS) | 0.0 | $15k | 6.7k | 2.32 | |
| Rubrik Cl A (RBRK) | 0.0 | $15k | 171.00 | 89.59 | |
| Cloudflare Cl A Com (NET) | 0.0 | $7.8k | 40.00 | 195.82 | |
| Snowflake Cl A (SNOW) | 0.0 | $6.3k | 28.00 | 223.79 | |
| Servicenow (NOW) | 0.0 | $6.2k | 6.00 | 1028.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $4.9k | 10.00 | 485.80 | |
| Walt Disney Company (DIS) | 0.0 | $2.7k | 22.00 | 124.00 | |
| Root Cl A New (ROOT) | 0.0 | $1.3k | 10.00 | 128.00 |
