13F HOLDINGS REPORT
a16z Perennial Management, L.P.
Quarter ended Q2 2025 · Filed August 1, 2025 · Accession 0002009275-25-000007
Total Value
$1.31B
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COINBASE GLOBAL INC | COIN | 1,530,352 | $536.4M | 41.09% |
| 2 | NU HLDGS LTD | NU | 15,585,200 | $213.8M | 16.38% |
| 3 | COINBASE GLOBAL INC | COIN | 238,500 | $83.6M | 6.40% |
| 4 | BONDBLOXX ETF TRUST | 09789C788 | 1,392,000 | $70.1M | 5.37% |
| 5 | AIRBNB INC | ABNB | 517,105 | $68.4M | 5.24% |
| 6 | ROBINHOOD MKTS INC | 7717569RP | 645,907 | $60.5M | 4.63% |
| 7 | SAMSARA INC | IOT | 1,516,827 | $60.3M | 4.62% |
| 8 | OKTA INC | OKTA | 597,873 | $59.8M | 4.58% |
| 9 | ISHARES TR | 46435U853 | 221,667 | $23.2M | 1.77% |
| 10 | VANGUARD MUN BD FDS | 922907746 | 435,683 | $21.4M | 1.64% |
| 11 | ISHARES TR | 464287200 | 33,100 | $20.6M | 1.57% |
| 12 | DIGITALOCEAN HLDGS INC | DOCN | 621,152 | $17.7M | 1.36% |
| 13 | ROBLOX CORP | RBLX | 146,155 | $15.4M | 1.18% |
| 14 | AIRBNB INC | ABNB | 84,900 | $11.2M | 0.86% |
| 15 | MICROSOFT CORP | MSFT | 17,712 | $8.8M | 0.67% |
| 16 | AFFIRM HLDGS INC | AFRM | 86,520 | $6.0M | 0.46% |
| 17 | VANGUARD INDEX FDS | 922908769 | 17,160 | $5.2M | 0.40% |
| 18 | META PLATFORMS INC | META | 6,194 | $4.6M | 0.35% |
| 19 | PINTEREST INC | PINS | 98,473 | $3.5M | 0.27% |
| 20 | DOORDASH INC | DASH | 13,590 | $3.4M | 0.26% |
| 21 | CROWDSTRIKE HLDGS INC | CRWD | 4,438 | $2.3M | 0.17% |
| 22 | AMAZON COM INC | AMZN | 9,520 | $2.1M | 0.16% |
| 23 | BITWISE BITCOIN ETF TR | BITB | 15,961 | $935,155 | 0.07% |
| 24 | SPDR S&P 500 ETF TR | SPY | 1,239 | $765,516 | 0.06% |
| 25 | NETFLIX INC | NFLX | 562 | $752,591 | 0.06% |
| 26 | ROBLOX CORP | RBLX | 7,000 | $736,400 | 0.06% |
| 27 | MAPLEBEAR INC | CART | 12,351 | $558,759 | 0.04% |
| 28 | ROBINHOOD MKTS INC | 7717569RP | 64,800 | $518,400 | 0.04% |
| 29 | WAVE LIFE SCIENCES LTD | WVE | 77,619 | $504,524 | 0.04% |
| 30 | ALPHABET INC | GOOG | 2,820 | $496,969 | 0.04% |
| 31 | BITWISE ETHEREUM ETF | ETHW | 22,197 | $400,878 | 0.03% |
| 32 | ALPHABET INC | GOOG | 2,100 | $372,519 | 0.03% |
| 33 | ISHARES TR | 46435U853 | 4,699 | $261,922 | 0.02% |
| 34 | ATLASSIAN CORPORATION | TEAM | 1,117 | $226,852 | 0.02% |
| 35 | WORKDAY INC | WDAY | 896 | $215,040 | 0.02% |
| 36 | REDDIT INC | RDDT | 1,126 | $169,542 | 0.01% |
| 37 | REVOLUTION MEDICINES INC | RVMDW | 1,823 | $67,068 | 0.01% |
| 38 | INVIVYD INC | IVVD | 79,869 | $57,106 | 0.00% |
| 39 | DIGITALOCEAN HLDGS INC | DOCN | 401,500 | $56,210 | 0.00% |
| 40 | SAMSARA INC | IOT | 663,400 | $46,438 | 0.00% |
| 41 | LYFT INC | LYFT | 2,244 | $35,365 | 0.00% |
| 42 | ROCKET PHARMACEUTICALS INC | RCKTW | 11,335 | $27,771 | 0.00% |
| 43 | OPENDOOR TECHNOLOGIES INC | OPENZ | 50,595 | $26,967 | 0.00% |
| 44 | WEAVE COMMUNICATIONS INC | WEAV | 3,221 | $26,799 | 0.00% |
| 45 | ADVANTAGE SOLUTIONS INC | ADV | 18,867 | $24,904 | 0.00% |
| 46 | PROGYNY INC | PGNY | 908 | $19,976 | 0.00% |
| 47 | CURIS INC | CRIS | 6,653 | $15,435 | 0.00% |
| 48 | RUBRIK INC. | RBRK | 171 | $15,320 | 0.00% |
| 49 | CLOUDFLARE INC | NET | 40 | $7,833 | 0.00% |
| 50 | SNOWFLAKE INC | SNOW | 28 | $6,266 | 0.00% |
| 51 | SERVICENOW INC | NOW | 6 | $6,168 | 0.00% |
| 52 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10 | $4,858 | 0.00% |
| 53 | DISNEY WALT CO | 254687106 | 22 | $2,728 | 0.00% |
| 54 | ROOT INC | ROOT | 10 | $1,280 | 0.00% |