§ 13F · FUND PROFILE
a16z Perennial Management, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1305.5T (13F)Positions · 54Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$653.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | COIN | COINBASE GLOBAL INC | 1.46M | $330.4T | 24.8% | NEW |
| 2 | NU | NU HLDGS LTD | 13.75M | $230.1T | 17.3% | +710% |
| 3 | XHLF | BONDBLOXX ETF TRUST | 1.39M | $69.9T | 5.3% | ±0% |
| 4 | HOOD | ROBINHOOD MKTS INC | 594K | $67.2T | 5.1% | — |
| 5 | IOT | SAMSARA INC | 1.66M | $58.9T | 4.4% | NEW |
| 6 | AVGO | BROADCOM INC | 144K | $50.0T | 3.8% | +126% |
| 7 | ABNB | AIRBNB INC | 320K | $43.4T | 3.3% | NEW |
| 8 | VTI | VANGUARD INDEX FDS | 67K | $41.9T | 3.2% | NEW |
| 9 | META | META PLATFORMS INC | 60K | $39.5T | 3.0% | +75% |
| 10 | OKTA | OKTA INC | 376K | $32.5T | 2.4% | −37% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE A16Z SIGNAL
AC read
a16z Perennial Management, L.P. is a Other fund managing $1305483.3 trillion in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed