13F HOLDINGS REPORT
a16z Perennial Management, L.P.
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0002009275-26-000001
Total Value
$1.33B
Positions
156
Other Managers
0
Confidential Omitted
No
Holdings (156)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COINBASE GLOBAL INC | COIN | 1,461,157 | $330.4M | 24.82% |
| 2 | NU HLDGS LTD | NU | 13,748,400 | $230.1M | 17.29% |
| 3 | BONDBLOXX ETF TRUST | 09789C788 | 1,392,000 | $69.9M | 5.25% |
| 4 | ROBINHOOD MKTS INC | 770700102 | 594,422 | $67.2M | 5.05% |
| 5 | SAMSARA INC | IOT | 1,662,155 | $58.9M | 4.43% |
| 6 | BROADCOM INC | AVGO | 144,449 | $50.0M | 3.76% |
| 7 | AIRBNB INC | ABNB | 319,868 | $43.4M | 3.26% |
| 8 | VANGUARD INDEX FDS | 922908769 | 66,882 | $41.9M | 3.15% |
| 9 | META PLATFORMS INC | META | 59,902 | $39.5M | 2.97% |
| 10 | OKTA INC | OKTA | 376,210 | $32.5M | 2.44% |
| 11 | ISHARES TR | 464287200 | 45,250 | $31.0M | 2.33% |
| 12 | ISHARES TR | 46434V738 | 293,160 | $29.3M | 2.20% |
| 13 | COINBASE GLOBAL INC | COIN | 125,000 | $28.3M | 2.12% |
| 14 | VANGUARD TAX-MANAGED FDS | 921943858 | 377,596 | $23.6M | 1.77% |
| 15 | SAMSARA INC | IOT | 615,500 | $21.8M | 1.64% |
| 16 | REVOLUTION MEDICINES INC | RVMDW | 182,918 | $14.6M | 1.09% |
| 17 | VANGUARD INDEX FDS | 922908769 | 38,259 | $12.8M | 0.96% |
| 18 | JANUS DETROIT STR TR | 47103U845 | 237,049 | $12.0M | 0.90% |
| 19 | ISHARES TR | 46434V738 | 496,936 | $11.4M | 0.86% |
| 20 | ROBLOX CORP | RBLX | 113,547 | $9.2M | 0.69% |
| 21 | AIRBNB INC | ABNB | 60,100 | $8.2M | 0.61% |
| 22 | ISHARES INC | 46434G822 | 118,984 | $8.0M | 0.60% |
| 23 | GRANITESHARES GOLD TR | BAR | 181,946 | $7.7M | 0.58% |
| 24 | DISNEY WALT CO | 254687106 | 67,804 | $7.7M | 0.58% |
| 25 | AFFIRM HLDGS INC | AFRM | 103,220 | $7.7M | 0.58% |
| 26 | NVIDIA CORPORATION | NVDA | 39,429 | $7.4M | 0.55% |
| 27 | DIGITALOCEAN HLDGS INC | DOCN | 141,352 | $6.8M | 0.51% |
| 28 | APPLE INC | AAPL | 24,920 | $6.8M | 0.51% |
| 29 | DIGITALOCEAN HLDGS INC | DOCN | 138,200 | $6.7M | 0.50% |
| 30 | PINTEREST INC | PINS | 248,473 | $6.4M | 0.48% |
| 31 | ISHARES TR | 46434V738 | 58,374 | $6.4M | 0.48% |
| 32 | AMAZON COM INC | AMZN | 24,069 | $5.6M | 0.42% |
| 33 | MICROSOFT CORP | MSFT | 11,151 | $5.4M | 0.41% |
| 34 | ALPHABET INC | GOOG | 14,777 | $4.6M | 0.35% |
| 35 | ALPHABET INC | GOOG | 12,678 | $4.0M | 0.30% |
| 36 | DOORDASH INC | DASH | 13,796 | $3.1M | 0.23% |
| 37 | CROWDSTRIKE HLDGS INC | CRWD | 5,547 | $2.6M | 0.20% |
| 38 | ROBINHOOD MKTS INC | 770700102 | 22,100 | $2.5M | 0.19% |
| 39 | OMADA HEALTH INC | OMDA | 157,132 | $2.5M | 0.19% |
| 40 | BITWISE BITCOIN ETF TR | BITB | 50,502 | $2.4M | 0.18% |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,623 | $2.3M | 0.17% |
| 42 | MAPLEBEAR INC | CART | 46,840 | $2.1M | 0.16% |
| 43 | TESLA INC | TSLA | 4,315 | $1.9M | 0.15% |
| 44 | MAPLEBEAR INC | CART | 37,600 | $1.7M | 0.13% |
| 45 | PALANTIR TECHNOLOGIES INC | PLTR | 9,156 | $1.6M | 0.12% |
| 46 | OKTA INC | OKTA | 17,700 | $1.5M | 0.11% |
| 47 | NETFLIX INC | NFLX | 15,820 | $1.5M | 0.11% |
| 48 | ELI LILLY &CO | LLY | 1,377 | $1.5M | 0.11% |
| 49 | WAVE LIFE SCIENCES LTD | WVE | 77,619 | $1.3M | 0.10% |
| 50 | GE AEROSPACE | 369604301 | 4,236 | $1.3M | 0.10% |
| 51 | WALMART INC | WMT | 11,302 | $1.3M | 0.09% |
| 52 | JPMORGAN CHASE &CO. | VYLD | 3,789 | $1.2M | 0.09% |
| 53 | GOLDMAN SACHS GROUP INC | GSCE | 1,364 | $1.2M | 0.09% |
| 54 | DIMENSIONAL ETF TRUST | 25434V708 | 26,550 | $1.1M | 0.08% |
| 55 | MORGAN STANLEY | MS-PQ | 5,130 | $910,729 | 0.07% |
| 56 | SPDR S&P 500 ETF TR | SPY | 1,239 | $844,899 | 0.06% |
| 57 | ORACLE CORP | ORCL-PD | 4,329 | $843,765 | 0.06% |
| 58 | AON PLC | AON | 2,310 | $815,153 | 0.06% |
| 59 | MICRON TECHNOLOGY INC | MU | 2,682 | $765,470 | 0.06% |
| 60 | ADVANCED MICRO DEVICES INC | AMD | 3,530 | $755,985 | 0.06% |
| 61 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,800 | 0.06% |
| 62 | GE VERNOVA INC | GEV | 1,146 | $748,991 | 0.06% |
| 63 | ISHARES GOLD TR | IAU | 17,077 | $734,140 | 0.06% |
| 64 | EXXON MOBIL CORP | XOM | 6,074 | $730,945 | 0.05% |
| 65 | JOHNSON &JOHNSON | JNJ | 3,519 | $728,257 | 0.05% |
| 66 | CONFLUENT INC | 20717M103 | 23,532 | $711,608 | 0.05% |
| 67 | CAPITAL ONE FINL CORP | 14040H105 | 2,831 | $686,121 | 0.05% |
| 68 | WELLS FARGO CO NEW | 949746101 | 6,908 | $643,826 | 0.05% |
| 69 | RTX CORPORATION | RTX | 3,418 | $626,861 | 0.05% |
| 70 | CITIGROUP INC | C-PR | 5,351 | $624,408 | 0.05% |
| 71 | UNITEDHEALTH GROUP INC | UNH | 1,879 | $620,277 | 0.05% |
| 72 | MARRIOTT INTL INC NEW | 571903202 | 1,951 | $605,278 | 0.05% |
| 73 | UBIQUITI INC | UI | 1,058 | $585,444 | 0.04% |
| 74 | ABBVIE INC | ABBV | 2,551 | $582,878 | 0.04% |
| 75 | COSTCO WHSL CORP NEW | 22160K105 | 653 | $563,108 | 0.04% |
| 76 | VISA INC | V | 1,602 | $561,837 | 0.04% |
| 77 | SALESFORCE INC | CRM | 2,117 | $560,814 | 0.04% |
| 78 | HSBC HLDGS PLC | HBCYF | 6,810 | $535,743 | 0.04% |
| 79 | ASML HOLDING N V | ASMLF | 478 | $511,393 | 0.04% |
| 80 | CATERPILLAR INC | CAT | 858 | $491,522 | 0.04% |
| 81 | PROCTER AND GAMBLE CO | 742718109 | 3,327 | $476,792 | 0.04% |
| 82 | COCA COLA CO | KO | 6,787 | $474,479 | 0.04% |
| 83 | BITWISE ETHEREUM ETF | ETHW | 22,197 | $472,130 | 0.04% |
| 84 | KLA CORP | KLAC | 373 | $453,225 | 0.03% |
| 85 | GILEAD SCIENCES INC | GILD | 3,640 | $446,774 | 0.03% |
| 86 | HOME DEPOT INC | HD | 1,287 | $442,857 | 0.03% |
| 87 | APPLIED MATLS INC | 038222105 | 1,705 | $438,168 | 0.03% |
| 88 | ARISTA NETWORKS INC | ANET | 3,276 | $429,254 | 0.03% |
| 89 | MASTERCARD INCORPORATED | MA | 724 | $413,317 | 0.03% |
| 90 | BANK NEW YORK MELLON CORP | 064058100 | 3,547 | $411,771 | 0.03% |
| 91 | PHILIP MORRIS INTL INC | 718172109 | 2,546 | $408,378 | 0.03% |
| 92 | CIRCLE INTERNET GROUP INC | CRCL | 5,027 | $398,641 | 0.03% |
| 93 | ANALOG DEVICES INC | ADI | 1,469 | $398,393 | 0.03% |
| 94 | EATON CORP PLC | ETN | 1,238 | $394,315 | 0.03% |
| 95 | CHEVRON CORP NEW | CVX | 2,575 | $392,456 | 0.03% |
| 96 | HILTON WORLDWIDE HLDGS INC | HLT | 1,356 | $389,511 | 0.03% |
| 97 | MERCK &CO INC | MRK | 3,612 | $380,199 | 0.03% |
| 98 | GENERAL MTRS CO | 37045V100 | 4,636 | $377,000 | 0.03% |
| 99 | SAP SE | SAPGF | 1,544 | $375,053 | 0.03% |
| 100 | ASTRAZENECA PLC | AZN | 3,986 | $366,433 | 0.03% |
| 101 | INTUIT | INTU | 550 | $364,331 | 0.03% |
| 102 | NOVARTIS AG | NVSEF | 2,618 | $360,944 | 0.03% |
| 103 | BANCO SANTANDER SA | BCDRF | 30,021 | $352,146 | 0.03% |
| 104 | WESTERN DIGITAL CORP | WDC | 2,011 | $346,435 | 0.03% |
| 105 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 21,108 | $334,773 | 0.03% |
| 106 | COMCAST CORP NEW | CCZ | 10,959 | $327,565 | 0.02% |
| 107 | BANCO BILBAO VIZCAYA ARGENTA | BBVXF | 13,150 | $306,526 | 0.02% |
| 108 | ABBOTT LABS | ABLZF | 2,320 | $290,673 | 0.02% |
| 109 | UBS GROUP AG | UBS | 6,159 | $285,223 | 0.02% |
| 110 | TJX COS INC NEW | 872540109 | 1,852 | $284,486 | 0.02% |
| 111 | MCDONALDS CORP | MCD | 905 | $276,595 | 0.02% |
| 112 | HOWMET AEROSPACE INC | HWM | 1,321 | $270,831 | 0.02% |
| 113 | ISHARES TR | 46434V738 | 4,710 | $270,637 | 0.02% |
| 114 | QUANTA SVCS INC | 74762E102 | 637 | $268,852 | 0.02% |
| 115 | AMERICAN INTL GROUP INC | 026874784 | 3,124 | $267,258 | 0.02% |
| 116 | NOVO-NORDISK A S | NONOF | 5,176 | $263,355 | 0.02% |
| 117 | TOYOTA MOTOR CORP | TOYOF | 1,226 | $262,438 | 0.02% |
| 118 | TEXAS INSTRS INC | 882508104 | 1,509 | $261,796 | 0.02% |
| 119 | REDDIT INC | RDDT | 1,126 | $258,834 | 0.02% |
| 120 | PFIZER INC | PFE | 10,118 | $251,938 | 0.02% |
| 121 | EBAY INC. | EBAY | 2,886 | $251,371 | 0.02% |
| 122 | BOSTON SCIENTIFIC CORP | BSX | 2,636 | $251,343 | 0.02% |
| 123 | NORTHROP GRUMMAN CORP | NOC | 440 | $250,892 | 0.02% |
| 124 | AMERICAN EXPRESS CO | AXP | 678 | $250,826 | 0.02% |
| 125 | CUMMINS INC | CMI | 490 | $250,120 | 0.02% |
| 126 | COLGATE PALMOLIVE CO | CL | 3,156 | $249,387 | 0.02% |
| 127 | UNILEVER PLC | UNLYF | 3,790 | $247,866 | 0.02% |
| 128 | SUMITOMO MITSUI FINL GROUP I | 86562M209 | 12,699 | $245,472 | 0.02% |
| 129 | CONSTELLATION ENERGY CORP | CEG | 668 | $235,984 | 0.02% |
| 130 | ADOBE INC | ADBE | 673 | $235,543 | 0.02% |
| 131 | LOWES COS INC | 548661107 | 973 | $234,649 | 0.02% |
| 132 | CONOCOPHILLIPS | COP | 2,505 | $234,493 | 0.02% |
| 133 | PHILLIPS 66 | PSX | 1,815 | $234,208 | 0.02% |
| 134 | ACCENTURE PLC IRELAND | ACN | 862 | $231,275 | 0.02% |
| 135 | CADENCE DESIGN SYSTEM INC | CDNS | 730 | $228,183 | 0.02% |
| 136 | S&P GLOBAL INC | SPGI | 426 | $222,623 | 0.02% |
| 137 | LAM RESEARCH CORP | LRCX | 1,290 | $220,822 | 0.02% |
| 138 | EXPEDITORS INTL WASH INC | 302130109 | 1,458 | $217,257 | 0.02% |
| 139 | AMERICAN TOWER CORP NEW | 03027X100 | 1,237 | $217,180 | 0.02% |
| 140 | DUKE ENERGY CORP NEW | DUKB | 1,847 | $216,487 | 0.02% |
| 141 | PEPSICO INC | PEP | 1,498 | $214,993 | 0.02% |
| 142 | BRITISH AMERN TOB PLC | 110448107 | 3,786 | $214,363 | 0.02% |
| 143 | T-MOBILE US INC | TMUSZ | 1,054 | $214,004 | 0.02% |
| 144 | MIZUHO FINANCIAL GROUP INC | MZHOF | 28,598 | $209,337 | 0.02% |
| 145 | STEEL DYNAMICS INC | STLD | 1,233 | $208,932 | 0.02% |
| 146 | ING GROEP N.V. | INGVF | 7,452 | $208,656 | 0.02% |
| 147 | SIMON PPTY GROUP INC NEW | 828806109 | 1,123 | $207,879 | 0.02% |
| 148 | CBOE GLOBAL MKTS INC | 12503M108 | 803 | $201,553 | 0.02% |
| 149 | FIRSTENERGY CORP | FE | 4,496 | $201,286 | 0.02% |
| 150 | THERMO FISHER SCIENTIFIC INC | TMO | 346 | $200,490 | 0.02% |
| 151 | INVIVYD INC | IVVD | 79,869 | $197,276 | 0.01% |
| 152 | HALEON PLC | HLNCF | 10,097 | $102,081 | 0.01% |
| 153 | ICL GROUP LTD | ICL | 12,896 | $73,636 | 0.01% |
| 154 | LLOYDS BANKING GROUP PLC | LLOBF | 12,345 | $65,428 | 0.00% |
| 155 | ROCKET PHARMACEUTICALS INC | RCKTW | 11,335 | $39,786 | 0.00% |
| 156 | ADVANTAGE SOLUTIONS INC | ADV | 18,867 | $16,603 | 0.00% |