Free Trial
→ Unveiling 7 High-Potential Stocks for 2025 (From Darwin) (Ad)

A16z Perennial Management, L.P. Top Holdings and 13F Report (2025)

About A16z Perennial Management, L.P.

Investment Activity

  • A16z Perennial Management, L.P. has $872.15 million in total holdings as of December 31, 2024.
  • A16z Perennial Management, L.P. owns shares of 42 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 60.04% of the portfolio was purchased this quarter.
  • About 23.70% of the portfolio was sold this quarter.
  • This quarter, A16z Perennial Management, L.P. has purchased 39 new stocks and bought additional shares in 5 stocks.
  • A16z Perennial Management, L.P. sold shares of 6 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Coinbase Global
$407,450,865
NU
$158,357,780
Airbnb
$88,570,705
Okta
$47,112,392
ROBINHOOD MKTS INC
$31,997,770

Largest New Holdings this Quarter

Coinbase Global
$407,450,865 Holding
ROBINHOOD MKTS INC
$31,997,770 Holding
SAMSARA INC
$29,709,069 Holding
BITWISE BITCOIN ETF TR
$811,617 Holding
Alphabet
$533,826 Holding

Largest Purchases this Quarter

Coinbase Global
1,640,962 shares (about $407.45M)
ROBINHOOD MKTS INC
858,770 shares (about $32.00M)
SAMSARA INC
679,997 shares (about $29.71M)
iShares California Muni Bond ETF
216,968 shares (about $23.12M)
NU
926,000 shares (about $9.59M)

Largest Sales this Quarter

COINBASE GLOBAL INC
2,103,562 shares (about $93.52M)
REDDIT INC
78,833 shares (about $12.88M)
Salesforce
9,600 shares (about $3.21M)
Affirm
19,300 shares (about $1.11M)
Cloudflare
6,000 shares (about $646.08K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofA16z Perennial Management, L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$407,450,865$407,450,865 ▲New Holding1,640,96246.7%Business Services
Nu Holdings Ltd. stock logo
NU
NU
$158,357,780$9,593,360 ▲6.4%15,285,50018.2%Finance
Airbnb, Inc. stock logo
ABNB
Airbnb
$88,570,705$6,500,003 ▲7.9%742,63110.2%Consumer Discretionary
Okta, Inc. stock logo
OKTA
Okta
$47,112,3920.0%597,8735.4%Computer and Technology
ROBINHOOD MKTS INC
$31,997,770$31,997,770 ▲New Holding858,7703.7%COM CL A
SAMSARA INC
$29,709,069$29,709,069 ▲New Holding679,9973.4%COM CL A
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$23,618,619$23,117,941 ▲4,617.3%221,6672.7%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$21,840,7890.0%435,6832.5%ETF
Roblox Co. stock logo
RBLX
Roblox
$13,623,311$443,497 ▼-3.2%235,4531.6%Consumer Discretionary
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$10,227,414$1,111,926 ▼-9.8%177,5201.2%Business Services
MAPLEBEAR INC
$10,033,644$6,072,003 ▲153.3%595,0831.2%COM
Microsoft Co. stock logo
MSFT
Microsoft
$7,621,368$6,856,839 ▲896.9%353,0120.9%Computer and Technology
COINBASE GLOBAL INC
$6,112,885$93,518,783 ▼-93.9%137,5000.7%COM CL A
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,626,6490.0%6,1940.4%Computer and Technology
Pinterest, Inc. stock logo
PINS
Pinterest
$2,855,7170.0%98,4730.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,088,5930.0%9,5200.2%Retail/Wholesale
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,518,5060.0%4,4380.2%Computer and Technology
Wave Life Sciences Ltd. stock logo
WVE
Wave Life Sciences
$960,1470.0%77,6190.1%Medical
BITWISE BITCOIN ETF TR
$811,617$811,617 ▲New Holding15,9610.1%SHS BEN INT
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$726,1530.0%1,2390.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$533,826$533,826 ▲New Holding2,8200.1%Computer and Technology
BITWISE ETHEREUM ETF
$532,062$532,062 ▲New Holding22,1970.1%SHS
Netflix, Inc. stock logo
NFLX
Netflix
$500,9220.0%5620.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$399,924$399,924 ▲New Holding2,1000.0%Computer and Technology
Atlassian Co. stock logo
TEAM
Atlassian
$271,8550.0%1,1170.0%Computer and Technology
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$269,1590.0%4,6990.0%ETF
Workday, Inc. stock logo
WDAY
Workday
$231,1950.0%8960.0%Computer and Technology
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$142,4810.0%11,3350.0%Medical
Cloudflare, Inc. stock logo
NET
Cloudflare
$111,987$646,079 ▼-85.2%1,0400.0%Computer and Technology
DIGITALOCEAN HLDGS INC
$105,2080.0%3,0880.0%COM
Advantage Solutions Inc. stock logo
ADV
Advantage Solutions
$55,092$55,092 ▲New Holding18,8670.0%Consumer Discretionary
Invivyd, Inc. stock logo
IVVD
Invivyd
$35,3900.0%79,8690.0%Medical
Lyft, Inc. stock logo
LYFT
Lyft
$28,9480.0%2,2440.0%Computer and Technology
CURIS INC
$20,3580.0%6,6530.0%COM
REDDIT INC
$10,950$12,883,901 ▼-99.9%670.0%CL A
Salesforce, Inc. stock logo
CRM
Salesforce
$9,361$3,209,486 ▼-99.7%280.0%Computer and Technology
Opendoor Technologies Inc. stock logo
OPEN
Opendoor Technologies
$7,0750.0%4,4220.0%Business Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$6,3610.0%60.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,5330.0%100.0%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$4,3230.0%280.0%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$2,4500.0%220.0%Consumer Discretionary
Root, Inc. stock logo
ROOT
Root
$7260.0%100.0%Finance
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$0$70,212,480 ▼-100.0%00.0%ETF
Samsara Inc. stock logo
IOT
Samsara
$0$22,086,406 ▼-100.0%00.0%Computer and Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$0$2,081,359 ▼-100.0%00.0%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$467,697 ▼-100.0%00.0%Computer and Technology
Advantage Solutions Inc. stock logo
ADVWW
Advantage Solutions
$0$64,714 ▼-100.0%00.0%Communication Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data