Q2 2026 13F · SEC CIK 2009275

a16z Perennial Management, L.P.

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 61
Top holdings a year, 3 yrs: +15.2%
Assets under management: $2.8B

a16z Perennial Management, L.P. is a wealth manager that reported 61 positions worth $1.2B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Coinbase Global Inc (COIN, 17.4%), Nu Hldgs Ltd (NU, 15.6%), Samsara, Inc. (IOT, 14.0%). A portfolio copying its top holdings returned 15.2% a year over the last 3 years, against 19.8% for the S&P 500.

a16z Perennial Management, L.P. holdings largest 50 of 61 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

a16z Perennial Management, L.P. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
COINCoinbase Global Inc	17.4%	21.4%	1,473,831	+0.2%	$215.5M
NUNu Hldgs Ltd	15.6%	16.6%	14,444,100	+4.2%	$193.0M
IOTSamsara, Inc.	14.0%	15.8%	5,344,484	-10.8%	$173.3M
VOOVanguard S&p 500 ETF	8.2%	3.4%	147,401	+113.0%	$100.8M
AGGIshares Tr	4.9%	2.7%	615,315	+91.5%	$61.0M
AVGOBroadcom Inc	4.1%	3.7%	135,798	-5.4%	$51.3M
VEAVanguard Tax-Managed Fds	3.8%	2.0%	667,483	+77.0%	$47.5M
HOODRobinhood Mkts Inc	3.8%	2.9%	469,215	-5.1%	$47.1M
ABNBAirbnb Inc	3.4%	3.1%	294,893	-1.5%	$42.2M
IVVIshares Core S&p 500 ETF	3.1%	2.5%	51,895	+14.7%	$38.9M
METAMeta Platforms Inc Class A	2.3%	2.6%	51,051	-7.4%	$28.8M
AXPAmerican Express Co Com	1.6%	2.9%	59,779	-48.8%	$20.2M
VTIVanguard Index Fds	1.3%	1.2%	44,683	-0.6%	$16.5M
RPARTidal Trust I	1.3%	—	726,729	—	$16.2M
GLDMWorld Gold Tr	1.3%	—	198,110	—	$15.7M
OKTAOkta Inc	1.1%	2.2%	103,080	-69.3%	$14.1M
JAAAJanus Detroit Str Tr	0.9%	1.0%	217,155	-8.4%	$11.0M
GOVTIshares Tr	0.8%	0.2%	459,986	+322.6%	$10.5M
IEMGIshares	0.8%	—	118,984	—	$9.9M
RVMDRevolution Medicines Inc	0.8%	0.8%	51,490	-50.6%	$9.6M
AFRMAffirm Hldgs Inc	0.6%	0.4%	98,020	-5.0%	$8.0M
TIPiShares TIPS Bond ETF	0.6%	—	69,075	—	$7.6M
FIGFigma Inc	0.6%	—	407,253	—	$7.4M
OMDAOmada Health Inc	0.6%	0.2%	334,071	+73.6%	$7.3M
GUNRFlexshares Tr Mornstar Upstr	0.6%	—	147,066	—	$7.2M
BARGraniteshares Gold Tr	0.6%	—	181,946	—	$7.2M
MBBIshares Tr	0.5%	—	69,775	—	$6.6M
DISDisney Walt Co	0.5%	0.5%	67,804	+0.0%	$6.5M
SHVIshares Tr	0.5%	—	58,374	—	$6.4M
RBLXRoblox Corporation	0.5%	0.5%	118,226	+4.3%	$6.4M
IVEIshares S&p 500 Value ETF	0.4%	—	19,804	—	$4.5M
EMXCIshares Inc	0.3%	—	39,825	—	$4.1M
DOCNDigitalocean Hldgs Inc	0.3%	0.1%	20,952	+12.9%	$3.3M
CRWDCrowdstrike Hldgs Inc Class A	0.3%	0.2%	4,168	-27.3%	$3.2M
DFIVDimensional ETF Trust	0.2%	—	45,008	—	$2.4M
WLTHWealthfront Corp	0.2%	—	258,624	—	$2.3M
AMZNAmazon Com Inc Com	0.2%	0.4%	9,690	-59.7%	$2.3M
PINSPinterest Inc	0.2%	0.2%	99,833	+0.0%	$2.1M
AAPLApple Inc	0.2%	0.5%	6,790	-73.7%	$2.0M
BITBBitwise Bitcoin ETF TR SHS Ben Int	0.1%	0.2%	50,502	+0.0%	$1.6M
CARTMaplebear Inc.	0.1%	0.1%	31,862	-22.7%	$1.5M
SCHPSchwab Strategic Tr	0.1%	—	56,000	—	$1.5M
GOOGLAlphabet Inc	0.1%	0.3%	4,015	-71.3%	$1.4M
SPYSpdr S&p 500 ETF Tr	0.1%	0.1%	1,880	+51.7%	$1.4M
DFACDimensional U.s. Core Equity 2	0.1%	0.1%	26,550	+0.0%	$1.2M
IWMIshares	0.1%	—	3,250	—	$976K
VWOVanguard Intl Equity Index F	0.1%	—	14,768	—	$881K
GOOGAlphabet Inc	0.1%	0.3%	2,436	-79.6%	$861K
BRK-ABerkshire Hathaway Inc Del	0.1%	—	1	—	$749K
IAUMIshares Gold Trust Micro ETF of Benef in	0.1%	—	17,077	—	$683K

What a16z Perennial Management, L.P. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.8% /yr; S&P 500 +23.4%
3 years: +15.2% /yr; S&P 500 +19.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	61
Q1 2026	$1.2B	142
Q4 2025	$1.3B	143
Q3 2025	$1.3B	134
Q2 2025	$1.2B	46
Q1 2025	$802.3M	44
Q4 2024	$836.5M	39
Q3 2024	$806.2M	38
Q2 2024	$931.4M	40
Q1 2024	$1.1B	40
Q4 2023	$590.7M	39

Questions about a16z Perennial Management, L.P.'s portfolio

What stocks does a16z Perennial Management, L.P. own?

a16z Perennial Management, L.P.'s latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 61 positions worth $1.2B. The largest are Coinbase Global Inc (COIN) at 17.4%, Nu Hldgs Ltd (NU) at 15.6%, Samsara, Inc. (IOT) at 14.0%, Vanguard S&p 500 ETF (VOO) at 8.2% and Ishares Tr (AGG) at 4.9%.

What did a16z Perennial Management, L.P. buy last quarter?

In Q2 2026, a16z Perennial Management, L.P. added Ishares Tr (GOVT) (+322.6% shares), Vanguard S&p 500 ETF (VOO) (+113.0% shares) and Ishares Tr (AGG) (+91.5% shares), compared with its Q1 2026 filing.

What did a16z Perennial Management, L.P. sell last quarter?

In Q2 2026, a16z Perennial Management, L.P. cut from its top 50 Bondbloxx ETF Trust (XHLF), cut from its top 50 Nvidia Corporation Com (NVDA), cut from its top 50 Microsoft Corp (MSFT), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Tesla Inc Com (TSLA), Alphabet Inc (GOOG) (-79.6% shares), Apple Inc (AAPL) (-73.7% shares) and Alphabet Inc (GOOGL) (-71.3% shares), compared with its Q1 2026 filing.

How has a16z Perennial Management, L.P.'s portfolio performed?

A portfolio copying a16z Perennial Management, L.P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.2% a year over the last 3 years, against +19.8% for the S&P 500. Over 1 year: +6.8% against +23.4%.

When is a16z Perennial Management, L.P.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. a16z Perennial Management, L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does a16z Perennial Management, L.P. manage?

a16z Perennial Management, L.P. reported $2.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.