a16z Perennial Management, L.P.
13F filer · CIK 2009275 · Menlo Park, CA
Summary
a16z Perennial Management, L.P. reported $1.24B across 63 positions in its 13F for 2026 Q2, filed Jul 24, 2026. The largest holdings are COIN (17.4%), NU (15.6%), IOT (14.0%). Versus 2026 Q1, leaving options aside, it opened 19 new positions, added to 11, trimmed 21 and sold out of 100.
Reported value$1.24B
Positions63incl. options
Report period2026 Q2
FiledJul 24, 2026
New positions19
Added11
Trimmed21
Sold out100
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 17.4%Value $215.46MPrice $190.02Shares 1.47M +0.19%Since Jun 30 +29.98%
Weight 15.6%Value $192.97MPrice $12.35Shares 14.44M +4.23%Since Jun 30 -7.56%
Weight 14.0%Value $173.31MPrice $37.97Shares 5.34M -10.77%Since Jun 30 +17.09%
Weight 8.2%Value $100.83MPrice $702.46Shares 147K +113.03%Since Jun 30 +2.69%
Weight 4.9%Value $61.01MPrice $94.60Shares 615K +91.55%Since Jun 30 -4.60%
Weight 4.1%Value $51.30MPrice $355.10Shares 136K -5.39%Since Jun 30 -6.00%
Weight 3.8%Value $47.46MPrice $71.18Shares 667K +77.05%Since Jun 30 +0.10%
Weight 3.8%Value $47.06MPrice $116.22Shares 469K -5.08%Since Jun 30 +15.88%
Weight 3.4%Value $42.20MPrice $156.96Shares 295K -1.54%Since Jun 30 +9.69%
Weight 3.1%Value $38.86MPrice $767.52Shares 52K +14.69%Since Jun 30 +2.49%
Weight 2.3%Value $28.76MPrice $738.79Shares 51K -7.41%Since Jun 30 +31.16%
Weight 1.6%Value $20.22MPrice $305.40Shares 60K -48.78%Since Jun 30 -9.71%
Weight 1.3%Value $16.53MPrice $375.26Shares 45K -0.61%Since Jun 30 +1.41%
Weight 1.3%Value $16.18MPrice $21.23Shares 727KSince Jun 30 -4.63%
Weight 1.3%Value $15.73MPrice $82.64Shares 198KSince Jun 30 +4.05%
Weight 1.1%Value $14.07MPrice $204.88Shares 103K -69.30%Since Jun 30 +50.15%
Weight 0.9%Value $10.96MPrice $50.68Shares 217K -8.43%Since Jun 30 +0.38%
Weight 0.8%Value $10.48MPrice $21.89Shares 460K +322.60%Since Jun 30 -3.93%
Weight 0.8%Value $9.86MPrice $81.89Shares 119KSince Jun 30 -1.15%
Weight 0.8%Value $9.64MPrice $204.48Shares 51K -50.59%Since Jun 30 +9.18%
Weight 0.6%Value $7.99MPrice $69.30Shares 98K -5.04%Since Jun 30 -15.02%
Weight 0.6%Value $7.56MPrice $104.01Shares 69KSince Jun 30 -4.95%
Weight 0.6%Value $7.37MPrice $20.72Shares 407KSince Jun 30 +14.51%
Weight 0.6%Value $7.33MPrice $19.37Shares 334K +73.57%Since Jun 30 -11.75%
Weight 0.6%Value $7.25MPrice $53.00Shares 147KSince Jun 30 +7.55%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 17.4% | $215.46M | +29.98% | +0.19% | Add | |
| 15.6% | $192.97M | -7.56% | +4.23% | Add | |
| 14.0% | $173.31M | +17.09% | -10.77% | Trim | |
| 8.2% | $100.83M | +2.69% | +113.03% | Add | |
| 4.9% | $61.01M | -4.60% | +91.55% | Add | |
| 4.1% | $51.30M | -6.00% | -5.39% | Trim | |
| 3.8% | $47.46M | +0.10% | +77.05% | Add | |
| 3.8% | $47.06M | +15.88% | -5.08% | Trim | |
| 3.4% | $42.20M | +9.69% | -1.54% | Trim | |
| 3.1% | $38.86M | +2.49% | +14.69% | Add | |
| 2.3% | $28.76M | +31.16% | -7.41% | Trim | |
| 1.6% | $20.22M | -9.71% | -48.78% | Trim | |
| 1.3% | $16.53M | +1.41% | -0.61% | Trim | |
| 1.3% | $16.18M | -4.63% | — | New | |
| 1.3% | $15.73M | +4.05% | — | New | |
| 1.1% | $14.07M | +50.15% | -69.30% | Trim | |
| 0.9% | $10.96M | +0.38% | -8.43% | Trim | |
| 0.8% | $10.48M | -3.93% | +322.60% | Add | |
| 0.8% | $9.86M | -1.15% | — | New | |
| 0.8% | $9.64M | +9.18% | -50.59% | Trim | |
| 0.6% | $7.99M | -15.02% | -5.04% | Trim | |
| 0.6% | $7.56M | -4.95% | — | New | |
| 0.6% | $7.37M | +14.51% | — | New | |
| 0.6% | $7.33M | -11.75% | +73.57% | Add | |
| 0.6% | $7.25M | +7.55% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
SAMSARA INCNo ticker matchPUT$470.2KNew
COINBASE GLOBAL INCNo ticker matchPUT$175.9KNew
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.