a16z Perennial Management
a16z Perennial Management reported 61 stocks worth $1.2B in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are COIN (17.4%), NU (15.6%) and IOT (14.0%). Compared with Q1 2026, the fund opened new positions in RPAR, GLDM and IEMG, added to COIN, NU and VOO, trimmed IOT, AVGO and HOOD and sold out of XHLF, BRK.B and TSLA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  COIN Coinbase Global Inc | $215M | 17.4% | 1.5M | +2,836 (+0%) | 6 of 8 | |
| 2 |  NU NU Hldgs Ltd | $193M | 15.6% | 14.4M | +586K (+4%) | 8 of 8 | |
| 3 |  IOT Samsara Inc | $173M | 14.0% | 5.3M | −645K (−11%) | 4 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $101M | 8.2% | 147K | +78K (+113%) | 3 of 8 | |
| 5 |  AGG Ishares TR | $61M | 4.9% | 615K | +294K (+92%) | 2 of 8 | |
| 6 |  AVGO Broadcom Inc | $51.3M | 4.2% | 136K | −7,733 (−5%) | 4 of 8 | |
| 7 |  VEA Vanguard Tax-Managed Fds | $47.5M | 3.8% | 667K | +290K (+77%) | 4 of 8 | |
| 8 |  HOOD Robinhood Mkts Inc | $47.1M | 3.8% | 469K | −25K (−5%) | 5 of 8 | |
| 9 |  ABNB Airbnb Inc | $42.2M | 3.4% | 295K | −4,600 (−2%) | 7 of 8 | |
| 10 |  IVV Ishares TR | $38.9M | 3.1% | 52K | +6,645 (+15%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XHLF Bondbloxx ETF Trust | $70.1M | 1.4M |
 BRK.B Berkshire Hathaway Inc Del | $2.2M | 4,623 |
 TSLA Tesla Inc | $1.5M | 3,928 |
 WMT Walmart Inc | $1.3M | 11K |
 PLTR Palantir Technologies Inc | $1.2M | 7,954 |
🔒 Free account: see all 30.
Options
valued at the underlying sharesReported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →a16z Perennial Management 13F FAQ
What does a16z Perennial Management own?
a16z Perennial Management reported 61 stocks worth $1.2B in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are COIN (17.4%), NU (15.6%) and IOT (14.0%). The table above lists every position in the filing (the top 10 without an account).
What did a16z Perennial Management buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 11 added to, 21 trimmed and 100 sold out. New positions include RPAR, GLDM and IEMG. It sold all of XHLF, BRK.B and TSLA.
When will a16z Perennial Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is a16z Perennial Management's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.