StockDriftsStockDriftsTop 16 A16z Capital Management L L C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NAVN | NAVAN INC | 4.54% | 28.22M | $645.4M | +0.00%(+0) | $17.01(+71.98%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 1.21% | 921.1K | $172.5M | +0.00%(+0) | $28.18(+622.89%) | 2026-06-30 | |
| META | META PLATFORMS INC | 0.84% | 212.5K | $119.7M | +0.00%(+0) | $736.24(-19.88%) | 2026-06-30 | |
| FIG | FIGMA INC | 0.76% | 5.98M | $108.2M | -62.63%(-10.03M) | $51.87(-50.99%) | 2026-06-30 | |
| BIOA | BIOAGE LABS INC | 0.56% | 3.23M | $79.2M | +0.00%(+0) | $20.29(-47.76%) | 2026-06-30 | |
| XYZ | BLOCK INC | 0.54% | 1.02M | $77.3M | +0.00%(+0) | $60.80(+36.30%) | 2026-06-30 | |
| ERAS | ERASCA INC | 0.37% | 2.86M | $52.4M | +0.00%(+0) | $2.05(+796.59%) | 2026-06-30 | |
| MAZE | MAZE THERAPEUTICS INC | 0.36% | 1.70M | $50.8M | +0.00%(+0) | $11.01(+146.87%) | 2026-06-30 | |
| DMRA | DAMORA THERAPEUTICS INC | 0.23% | 1.24M | $32.2M | +0.00%(+0) | $24.45(+25.66%) | 2026-06-30 | |
| OMDA | OMADA HEALTH INC | 0.18% | 1.15M | $25.3M | -50.00%(-1.15M) | $18.30(+31.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +145.06% |
| Top 20 Holdings Unweighted | — | — | — | — | +204.50% |
A16z Capital Management L L C reports $14.21B in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are NAVN (4.5%), RVMD (1.2%) and META (0.8%). The top 20 holdings account for 10.01% of reported assets. Its disclosed equity book has returned +145.06% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from A16z Capital Management L L C’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1540358). View A16z Capital Management L L C’s 13F filings on SEC