a16z Perennial Management, L.P.
CIK 2009275
13F filing for Q2 2026・No. 2,235
- Holdings
- US$1.24B
- Quarter change
- +US$32.67M
- Entries
- 63
- Net bought (estimate)
- +US$35.22M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 100
- Cut 21
- Added 11
- Corporate actions 0
- Unchanged 10
Largest holdings
61 stocks worth US$1.24B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| COINCOINBASE GLOBAL INCCOM CL A | Added | 1,473,831 | US$215.46M | 17.43% |
| NUNU HLDGS LTDORD SHS CL A | Added | 14,444,100 | US$192.97M | 15.61% |
| IOTSAMSARA INCCOM CL A | Cut | 5,344,484 | US$173.31M | 14.02% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 147,401 | US$100.83M | 8.15% |
| ISHARES TRCORE US AGGBD ET | Added | 615,315 | US$61.01M | 4.93% |
| AVGOBroadcomCOM | Cut | 135,798 | US$51.3M | 4.15% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 667,483 | US$47.46M | 3.84% |
| HOODROBINHOOD MKTS INCCOM CL A | Cut | 469,215 | US$47.06M | 3.81% |
| ABNBAIRBNB INCCOM CL A | Cut | 294,893 | US$42.2M | 3.41% |
| IVVISHARES TRCORE S&P500 ETF | Added | 51,895 | US$38.86M | 3.14% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.