13F HOLDINGS REPORT
a16z Perennial Management, L.P.
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0002009275-25-000011
Total Value
$1.31B
Positions
144
Other Managers
0
Confidential Omitted
No
Holdings (144)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COINBASE GLOBAL INC | COIN | 1,461,839 | $493.4M | 37.75% |
| 2 | NU HLDGS LTD | NU | 14,135,100 | $226.3M | 17.31% |
| 3 | ROBINHOOD MKTS INC | 770700102 | 618,867 | $88.6M | 6.78% |
| 4 | BONDBLOXX ETF TRUST | 09789C788 | 1,392,000 | $70.2M | 5.37% |
| 5 | SAMSARA INC | IOT | 1,838,292 | $68.5M | 5.24% |
| 6 | OKTA INC | OKTA | 598,107 | $54.8M | 4.20% |
| 7 | AIRBNB INC | ABNB | 347,635 | $42.2M | 3.23% |
| 8 | NU HLDGS LTD | NU | 1,696,500 | $27.2M | 2.08% |
| 9 | META PLATFORMS INC | META | 34,280 | $25.2M | 1.93% |
| 10 | BROADCOM INC | AVGO | 64,048 | $21.1M | 1.62% |
| 11 | DIGITALOCEAN HLDGS INC | DOCN | 528,352 | $18.0M | 1.38% |
| 12 | ROBLOX CORP | RBLX | 113,532 | $15.7M | 1.20% |
| 13 | ISHARES TR | 464287200 | 351,139 | $8.1M | 0.62% |
| 14 | PINTEREST INC | PINS | 248,099 | $8.0M | 0.61% |
| 15 | ISHARES INC | 46434G822 | 118,984 | $7.8M | 0.60% |
| 16 | NVIDIA CORPORATION | NVDA | 41,235 | $7.7M | 0.59% |
| 17 | VANGUARD INDEX FDS | 922908363 | 21,672 | $7.1M | 0.54% |
| 18 | GRANITESHARES GOLD TR | BAR | 181,946 | $6.9M | 0.53% |
| 19 | COINBASE GLOBAL INC | COIN | 134,800 | $6.7M | 0.51% |
| 20 | ISHARES TR | 464287200 | 58,374 | $6.4M | 0.49% |
| 21 | AMAZON COM INC | AMZN | 28,324 | $6.2M | 0.48% |
| 22 | MICROSOFT CORP | MSFT | 11,978 | $6.2M | 0.47% |
| 23 | ROBINHOOD MKTS INC | 770700102 | 42,500 | $6.1M | 0.47% |
| 24 | APPLE INC | AAPL | 19,086 | $4.9M | 0.37% |
| 25 | DOORDASH INC | DASH | 15,049 | $4.1M | 0.31% |
| 26 | ALPHABET INC | GOOG | 15,658 | $3.8M | 0.29% |
| 27 | SPDR S&P 500 ETF TR | SPY | 5,000 | $3.3M | 0.25% |
| 28 | ALPHABET INC | GOOG | 12,200 | $3.0M | 0.23% |
| 29 | VANGUARD TAX-MANAGED FDS | 921943858 | 48,840 | $2.9M | 0.22% |
| 30 | CROWDSTRIKE HLDGS INC | CRWD | 5,457 | $2.7M | 0.20% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,595 | $2.3M | 0.18% |
| 32 | NETFLIX INC | NFLX | 1,464 | $1.8M | 0.13% |
| 33 | TESLA INC | TSLA | 3,878 | $1.7M | 0.13% |
| 34 | SAMSARA INC | IOT | 703,900 | $1.6M | 0.12% |
| 35 | PALANTIR TECHNOLOGIES INC | PLTR | 7,921 | $1.4M | 0.11% |
| 36 | GE AEROSPACE | 369604301 | 3,933 | $1.2M | 0.09% |
| 37 | JPMORGAN CHASE &CO. | VYLD | 3,704 | $1.2M | 0.09% |
| 38 | ORACLE CORP | ORCL-PD | 4,066 | $1.1M | 0.09% |
| 39 | WALMART INC | WMT | 10,830 | $1.1M | 0.09% |
| 40 | DIMENSIONAL ETF TRUST | 25434V708 | 26,550 | $1.0M | 0.08% |
| 41 | GOLDMAN SACHS GROUP INC | GSCE | 1,276 | $1.0M | 0.08% |
| 42 | BITWISE BITCOIN ETF TR | BITB | 15,961 | $993,093 | 0.08% |
| 43 | AFFIRM HLDGS INC | AFRM | 13,260 | $969,041 | 0.07% |
| 44 | ELI LILLY &CO | LLY | 1,201 | $916,363 | 0.07% |
| 45 | SPDR S&P 500 ETF TR | SPY | 1,239 | $825,397 | 0.06% |
| 46 | MORGAN STANLEY | MS-PQ | 5,175 | $822,618 | 0.06% |
| 47 | AON PLC | AON | 2,304 | $821,560 | 0.06% |
| 48 | ADVANCED MICRO DEVICES INC | AMD | 4,918 | $795,683 | 0.06% |
| 49 | UBIQUITI INC | UI | 1,058 | $698,894 | 0.05% |
| 50 | EXXON MOBIL CORP | XOM | 5,962 | $672,216 | 0.05% |
| 51 | JOHNSON &JOHNSON | JNJ | 3,573 | $662,506 | 0.05% |
| 52 | BITWISE ETHEREUM ETF | ETHW | 22,197 | $661,915 | 0.05% |
| 53 | UNITEDHEALTH GROUP INC | UNH | 1,889 | $652,272 | 0.05% |
| 54 | CONFLUENT INC | 20717M103 | 31,332 | $620,374 | 0.05% |
| 55 | COSTCO WHSL CORP NEW | 22160K105 | 656 | $607,213 | 0.05% |
| 56 | GE VERNOVA INC | GEV | 970 | $596,453 | 0.05% |
| 57 | CAPITAL ONE FINL CORP | 14040H105 | 2,774 | $589,697 | 0.05% |
| 58 | RTX CORPORATION | RTX | 3,517 | $588,500 | 0.05% |
| 59 | ABBVIE INC | ABBV | 2,510 | $581,165 | 0.04% |
| 60 | WAVE LIFE SCIENCES LTD | WVE | 77,619 | $568,171 | 0.04% |
| 61 | WELLS FARGO CO NEW | 949746101 | 6,584 | $551,871 | 0.04% |
| 62 | CITIGROUP INC | C-PR | 5,435 | $551,652 | 0.04% |
| 63 | VISA INC | V | 1,551 | $529,480 | 0.04% |
| 64 | HOME DEPOT INC | HD | 1,292 | $523,505 | 0.04% |
| 65 | SALESFORCE INC | CRM | 2,125 | $503,625 | 0.04% |
| 66 | MARRIOTT INTL INC NEW | 571903202 | 1,929 | $502,389 | 0.04% |
| 67 | PROCTER AND GAMBLE CO | 742718109 | 3,245 | $498,594 | 0.04% |
| 68 | ARISTA NETWORKS INC | ANET | 3,188 | $464,523 | 0.04% |
| 69 | ASML HOLDING N V | ASMLF | 478 | $462,747 | 0.04% |
| 70 | EATON CORP PLC | ETN | 1,198 | $448,352 | 0.03% |
| 71 | HSBC HLDGS PLC | HBCYF | 6,052 | $429,571 | 0.03% |
| 72 | COCA COLA CO | KO | 6,406 | $424,846 | 0.03% |
| 73 | PHILIP MORRIS INTL INC | 718172109 | 2,536 | $411,339 | 0.03% |
| 74 | OPENDOOR TECHNOLOGIES INC | OPENZ | 50,595 | $403,242 | 0.03% |
| 75 | MICRON TECHNOLOGY INC | MU | 2,403 | $402,070 | 0.03% |
| 76 | GILEAD SCIENCES INC | GILD | 3,614 | $401,154 | 0.03% |
| 77 | BANK NEW YORK MELLON CORP | 064058100 | 3,647 | $397,377 | 0.03% |
| 78 | MASTERCARD INCORPORATED | MA | 694 | $394,754 | 0.03% |
| 79 | CHEVRON CORP NEW | CVX | 2,531 | $393,039 | 0.03% |
| 80 | CATERPILLAR INC | CAT | 822 | $392,217 | 0.03% |
| 81 | KLA CORP | KLAC | 347 | $374,274 | 0.03% |
| 82 | ANALOG DEVICES INC | ADI | 1,515 | $372,236 | 0.03% |
| 83 | MAPLEBEAR INC | CART | 10,051 | $369,475 | 0.03% |
| 84 | INTUIT | INTU | 541 | $369,454 | 0.03% |
| 85 | COMCAST CORP NEW | CCZ | 11,451 | $359,790 | 0.03% |
| 86 | FISERV INC | FISV | 2,650 | $341,665 | 0.03% |
| 87 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 21,108 | $336,462 | 0.03% |
| 88 | NOVARTIS AG | NVSEF | 2,618 | $335,732 | 0.03% |
| 89 | HILTON WORLDWIDE HLDGS INC | HLT | 1,268 | $328,970 | 0.03% |
| 90 | ABBOTT LABS | ABLZF | 2,326 | $311,544 | 0.02% |
| 91 | ASTRAZENECA PLC | AZN | 3,986 | $305,806 | 0.02% |
| 92 | APPLIED MATLS INC | 038222105 | 1,487 | $304,448 | 0.02% |
| 93 | SAP SE | SAPGF | 1,133 | $302,749 | 0.02% |
| 94 | MERCK &CO INC | MRK | 3,462 | $290,566 | 0.02% |
| 95 | NOVO-NORDISK A S | NONOF | 5,176 | $287,216 | 0.02% |
| 96 | TEXAS INSTRS INC | 882508104 | 1,525 | $280,188 | 0.02% |
| 97 | GENERAL MTRS CO | 37045V100 | 4,580 | $279,243 | 0.02% |
| 98 | PFIZER INC | PFE | 10,804 | $275,286 | 0.02% |
| 99 | MCDONALDS CORP | MCD | 904 | $274,717 | 0.02% |
| 100 | DIGITALOCEAN HLDGS INC | DOCN | 422,200 | $274,430 | 0.02% |
| 101 | BOSTON SCIENTIFIC CORP | BSX | 2,789 | $272,290 | 0.02% |
| 102 | ISHARES TR | 464287200 | 4,699 | $268,031 | 0.02% |
| 103 | HOWMET AEROSPACE INC | HWM | 1,346 | $264,126 | 0.02% |
| 104 | DUPONT DE NEMOURS INC | DD | 3,361 | $261,822 | 0.02% |
| 105 | LOWES COS INC | 548661107 | 1,039 | $261,111 | 0.02% |
| 106 | EBAY INC. | EBAY | 2,858 | $259,935 | 0.02% |
| 107 | ADOBE INC | ADBE | 735 | $259,271 | 0.02% |
| 108 | REDDIT INC | RDDT | 1,126 | $258,969 | 0.02% |
| 109 | COLGATE PALMOLIVE CO | CL | 3,235 | $258,606 | 0.02% |
| 110 | UNILEVER PLC | UNLYF | 4,264 | $252,770 | 0.02% |
| 111 | CADENCE DESIGN SYSTEM INC | CDNS | 717 | $251,853 | 0.02% |
| 112 | AMERICAN INTL GROUP INC | 026874784 | 3,203 | $251,564 | 0.02% |
| 113 | BANCO SANTANDER S.A. | BCDRF | 23,859 | $250,042 | 0.02% |
| 114 | PHILLIPS 66 | PSX | 1,804 | $245,380 | 0.02% |
| 115 | T-MOBILE US INC | TMUSZ | 1,019 | $243,928 | 0.02% |
| 116 | NORTHROP GRUMMAN CORP | NOC | 393 | $239,463 | 0.02% |
| 117 | QUANTA SVCS INC | 74762E102 | 576 | $238,706 | 0.02% |
| 118 | WORKDAY INC | WDAY | 987 | $237,601 | 0.02% |
| 119 | TJX COS INC NEW | 872540109 | 1,622 | $234,444 | 0.02% |
| 120 | TOYOTA MOTOR CORP | TOYOF | 1,226 | $234,276 | 0.02% |
| 121 | CUMMINS INC | CMI | 554 | $233,993 | 0.02% |
| 122 | CONOCOPHILLIPS | COP | 2,468 | $233,448 | 0.02% |
| 123 | DUKE ENERGY CORP NEW | DUKB | 1,876 | $232,155 | 0.02% |
| 124 | UBS GROUP AG | UBS | 5,648 | $231,568 | 0.02% |
| 125 | ACCENTURE PLC IRELAND | ACN | 925 | $228,105 | 0.02% |
| 126 | BANCO BILBAO VIZCAYA ARGENTA | BBVXF | 11,614 | $223,570 | 0.02% |
| 127 | WESTERN DIGITAL CORP | WDC | 1,854 | $222,591 | 0.02% |
| 128 | SONY GROUP CORP | SNEJF | 7,710 | $221,971 | 0.02% |
| 129 | AMERICAN TOWER CORP NEW | 03027X100 | 1,118 | $215,014 | 0.02% |
| 130 | SUMITOMO MITSUI FINL GROUP I | 86562M209 | 12,699 | $212,581 | 0.02% |
| 131 | SIMON PPTY GROUP INC NEW | 828806109 | 1,123 | $210,753 | 0.02% |
| 132 | NETAPP INC | NTAP | 1,768 | $209,437 | 0.02% |
| 133 | KINDER MORGAN INC DEL | EP-PC | 7,243 | $205,049 | 0.02% |
| 134 | AMERICAN EXPRESS CO | AXP | 616 | $204,611 | 0.02% |
| 135 | FIRSTENERGY CORP | FE | 4,432 | $203,074 | 0.02% |
| 136 | BRITISH AMERN TOB PLC | 110448107 | 3,786 | $200,961 | 0.02% |
| 137 | QUALCOMM INC | QCOM | 1,207 | $200,797 | 0.02% |
| 138 | MIZUHO FINANCIAL GROUP INC | MZHOF | 17,819 | $119,387 | 0.01% |
| 139 | HALEON PLC | HLNCF | 10,097 | $90,570 | 0.01% |
| 140 | INVIVYD INC | IVVD | 79,869 | $87,856 | 0.01% |
| 141 | ICL GROUP LTD | ICL | 12,896 | $80,213 | 0.01% |
| 142 | ROCKET PHARMACEUTICALS INC | RCKTW | 11,335 | $36,952 | 0.00% |
| 143 | ADVANTAGE SOLUTIONS INC | ADV | 18,867 | $28,867 | 0.00% |
| 144 | AIRBNB INC | ABNB | 50,400 | $4,032 | 0.00% |