StockDriftsStockDriftsTop 50 a16z Perennial Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | 17.43% | 1.47M | $215.5M | +0.19%(+2.84K) | $177.02(-14.68%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 15.61% | 14.44M | $193.0M | +4.23%(+585.80K) | $12.37(+10.75%) | 2026-06-30 | |
| IOT | SAMSARA INC | 14.02% | 5.34M | $173.3M | -10.77%(-645.39K) | $34.51(+17.09%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 8.15% | 147.4K | $100.8M | +113.03%(+78.21K) | $620.51(+14.59%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.93% | 615.3K | $61.0M | +91.55%(+294.08K) | $99.30(-1.90%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.15% | 135.8K | $51.3M | -5.39%(-7.73K) | $329.58(+27.55%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.84% | 667.5K | $47.5M | +77.05%(+290.48K) | $63.37(+15.18%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 3.81% | 469.2K | $47.1M | -5.08%(-25.14K) | $103.02(-9.32%) | 2026-06-30 | |
| ABNB | AIRBNB INC | 3.41% | 294.9K | $42.2M | -1.54%(-4.60K) | $136.51(+32.21%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.14% | 51.9K | $38.9M | +14.69%(+6.64K) | $646.75(+20.19%) | 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 | — | — | — | — | -0.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +58.51% |
a16z Perennial Management, L.P. reports $1.24B in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are COIN (17.4%), NU (15.6%) and IOT (14.0%). The top 20 holdings account for 90.84% of reported assets. Its disclosed equity book has returned -0.58% 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 Perennial Management, L.P.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009275). View a16z Perennial Management, L.P.’s 13F filings on SEC