a16z Perennial Management, L.P.

CIK 0002009275 • 6 13F filings • May 6, 2025 – Jul 24, 2026

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Filer information

Filed by: a16z Perennial Management, L.P., Chief Investment Officer
Address: 2865 SAND HILL ROAD, SUITE 101, MENLO PARK, CA, 94025
Phone: 6507993192
AUM: $1.33B

AUM over time

$1.24B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.20B142 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$759K	0.1%	3,730 SH	New
AFFIRM HLDGS INC	COM CL A	$4.7M	0.4%Prev: 0.5%	103,220 SH	Increased-1,000 SH
AIRBNB INC	COM CL A	$39.0M	3.2%Prev: 8.9%	548,493 SH	Decreased-100,912 SH
ALPHABET INC	CAP STK CL A	$4.0M	0.3%Prev: 0.1%	13,980 SH	Increased+11,160 SH
ALPHABET INC	CAP STK CL C	$3.4M	0.3%Prev: 0.0%	11,968 SH	Increased+9,868 SH
AMAZON COM INC	COM	$5.0M	0.4%Prev: 0.2%	24,069 SH	Increased+14,549 SH
AMERICAN EXPRESS CO	COM	$35.3M	2.9%	116,708 SH	New
AMERICAN INTL GROUP INC	COM NEW	$235K	0.0%	3,124 SH	New
AMERICAN TOWER CORP	COM	$213K	0.0%	1,237 SH	New
ANALOG DEVICES INC	COM	$467K	0.0%	1,469 SH	New
AON PLC	SHS CL A	$746K	0.1%	2,310 SH	New
APPLE INC	COM	$6.6M	0.5%	25,820 SH	New
APPLIED MATLS INC	COM	$517K	0.0%	1,512 SH	New
ARISTA NETWORKS INC	COM SHS	$371K	0.0%	3,024 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$631K	0.1%	478 SH	New
ASTRAZENECA PLC	ORD	$393K	0.0%	1,993 SH	New
AT&T INC	COM	$201K	0.0%	6,939 SH	New
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$252K	0.0%	11,614 SH	New
BANCO SANTANDER SA	ADR	$269K	0.0%	23,859 SH	New
BANK NEW YORK MELLON CORP	COM	$421K	0.0%	3,547 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	0.2%Prev: 0.0%	4,623 SH	Increased+4,613 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$1.9M	0.2%Prev: 0.1%	50,502 SH	Increased+34,541 SH
BITWISE ETHEREUM ETF	SHS	$333K	0.0%Prev: 0.0%	22,197 SH	Increased
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$70.1M	5.8%Prev: 8.0%	1,392,000 SH	Decreased
BRITISH AMERN TOB PLC	SPONSORED ADR	$221K	0.0%	3,786 SH	New
BROADCOM INC	COM	$44.4M	3.7%	143,531 SH	New
BUNGE GLOBAL SA	COM SHS	$236K	0.0%	1,852 SH	New
CADENCE DESIGN SYSTEM INC	COM	$203K	0.0%	730 SH	New
CAPITAL ONE FINL CORP	COM	$503K	0.0%	2,756 SH	New
CATERPILLAR INC	COM	$608K	0.1%	858 SH	New
CBOE GLOBAL MKTS INC	COM	$226K	0.0%	803 SH	New
CHEVRON CORPORATION	COM	$533K	0.0%	2,575 SH	New
CITIGROUP INC	COM NEW	$607K	0.1%	5,351 SH	New
COCA COLA CO	COM	$516K	0.0%	6,787 SH	New
COINBASE GLOBAL INC	COM CL A	$256.9M	21.3%Prev: 37.7%	1,591,695 SH	Decreased-317,167 SH
COLGATE PALMOLIVE CO	COM	$269K	0.0%	3,156 SH	New
COMCAST CORP NEW	CL A	$315K	0.0%	10,959 SH	New
CONOCOPHILLIPS	COM	$331K	0.0%	2,505 SH	New
COSTCO WHOLESALE CORPORATION	COM	$651K	0.1%	653 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.2M	0.2%Prev: 0.2%	5,736 SH	Increased+1,298 SH
CUMMINS INC	COM	$264K	0.0%	490 SH	New
DIGITALOCEAN HLDGS INC	COM	$1.6M	0.1%Prev: 0.0%	33,952 SH	Increased+30,864 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.0M	0.1%	26,550 SH	New
DISNEY WALT CO	COM	$6.5M	0.5%Prev: 0.0%	67,804 SH	Increased+67,782 SH
DOORDASH INC	CL A	$449K	0.0%	2,990 SH	New
DUKE ENERGY CORP NEW	COM NEW	$242K	0.0%	1,847 SH	New
EATON CORP PLC	SHS	$443K	0.0%	1,238 SH	New
EBAY INC.	COM	$263K	0.0%	2,886 SH	New
ELI LILLY &CO	COM	$1.1M	0.1%	1,238 SH	New
ENI SPA	SPONSORED ADR	$210K	0.0%	3,701 SH	New
EXPEDITORS INTL WASH INC	COM	$209K	0.0%	1,458 SH	New
EXXON MOBIL CORP	COM	$1.0M	0.1%	6,074 SH	New
FIRSTENERGY CORP	COM	$228K	0.0%	4,496 SH	New
GE AEROSPACE	COM NEW	$1.1M	0.1%	3,918 SH	New
GE VERNOVA INC	COM	$855K	0.1%	980 SH	New
GENERAL MTRS CO	COM	$345K	0.0%	4,636 SH	New
GILEAD SCIENCES INC	COM	$507K	0.0%	3,640 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.1M	0.1%	1,273 SH	New
HERSHEY CO	COM	$209K	0.0%	1,007 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$412K	0.0%	1,356 SH	New
HOME DEPOT INC	COM	$423K	0.0%	1,287 SH	New
HOWMET AEROSPACE INC	COM	$304K	0.0%	1,321 SH	New
HSBC HLDGS PLC	SPON ADR NEW	$499K	0.0%	6,052 SH	New
HUNTINGTON INGALLS INDS INC	COM	$205K	0.0%	540 SH	New
ICL GROUP LTD	SHS	$67K	0.0%	12,896 SH	New
INTUIT	COM	$238K	0.0%	550 SH	New
INVIVYD INC	COM	$104K	0.0%Prev: 0.0%	79,869 SH	Increased
ISHARES GOLD TR	SHARES REPRESENT	$797K	0.1%	17,077 SH	New
ISHARES TR	CALIF MUN BD ETF	$268K	0.0%Prev: 0.0%	4,710 SH	Increased+11 SH
ISHARES TR	CORE S&P500 ETF	$29.6M	2.5%Prev: 2.3%	45,250 SH	Increased+12,150 SH
ISHARES TR	CORE US AGGBD ET	$31.9M	2.6%	321,231 SH	New
ISHARES TR	US TREAS BD ETF	$2.5M	0.2%	108,847 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$11.9M	1.0%	237,152 SH	New
JOHNSON &JOHNSON	COM	$860K	0.1%	3,519 SH	New
JPMORGAN CHASE &CO	COM	$1.1M	0.1%	3,789 SH	New
KINDER MORGAN INC DEL	COM	$243K	0.0%	7,243 SH	New
KLA CORP	COM NEW	$507K	0.0%	344 SH	New
LAM RESEARCH CORP	COM NEW	$235K	0.0%	1,100 SH	New
LOWES COS INC	COM	$230K	0.0%	973 SH	New
MAPLEBEAR INC	COM	$1.6M	0.1%Prev: 1.0%	73,240 SH	Decreased-154,599 SH
MARRIOTT INTL INC NEW	CL A	$638K	0.1%	1,951 SH	New
MASTERCARD INCORPORATED	CL A	$362K	0.0%	724 SH	New
MCDONALDS CORP	COM	$281K	0.0%	905 SH	New
MERCK &CO INC	COM	$434K	0.0%	3,612 SH	New
META PLATFORMS INC	CL A	$31.5M	2.6%Prev: 0.4%	55,136 SH	Increased+48,942 SH
MICRON TECHNOLOGY INC	COM	$830K	0.1%	2,458 SH	New
MICROSOFT CORP	COM	$4.1M	0.3%Prev: 0.8%	11,151 SH	Decreased-6,561 SH
MITSUBISHI UFJ FINANCIAL GRO	SPONSORED ADS	$358K	0.0%	21,108 SH	New
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$141K	0.0%	17,819 SH	New
MORGAN STANLEY	COM NEW	$844K	0.1%	5,130 SH	New
NETFLIX INC.	COM	$1.4M	0.1%	14,560 SH	New
NEXTERA ENERGY INC	COM	$228K	0.0%	2,460 SH	New
NORTHROP GRUMMAN CORP	COM	$300K	0.0%	440 SH	New
NOVARTIS AG	SPONSORED ADR	$400K	0.0%	2,618 SH	New
NU HLDGS LTD	ORD SHS CL A	$199.2M	16.5%Prev: 18.7%	15,225,800 SH	Increased-716,700 SH
NVIDIA CORPORATION	COM	$6.5M	0.5%	37,215 SH	New
OKTA INC	CL A	$26.9M	2.2%Prev: 7.2%	571,580 SH	Decreased-26,293 SH
OMADA HEALTH INC	COM	$2.4M	0.2%	192,466 SH	New
ONEOK INC NEW	COM	$236K	0.0%	2,606 SH	New
ORACLE CORP	COM	$624K	0.1%	4,239 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.2M	0.1%	7,954 SH	New
PEPSICO INC	COM	$233K	0.0%	1,498 SH	New
PFIZER INC	COM	$284K	0.0%	10,118 SH	New
PHILIP MORRIS INTL INC	COM	$421K	0.0%	2,546 SH	New
PHILLIPS 66	COM	$331K	0.0%	1,815 SH	New
PINTEREST INC	CL A	$1.8M	0.2%Prev: 0.4%	99,833 SH	Decreased+1,360 SH
PROCTER &GAMBLE CO	COM	$481K	0.0%	3,327 SH	New
QUANTA SVCS INC	COM	$321K	0.0%	584 SH	New
REVOLUTION MEDICINES INC	COM	$10.3M	0.9%	131,514 SH	New
ROBINHOOD MKTS INC	COM CL A	$34.3M	2.8%Prev: 3.7%	508,852 SH	Increased-463,055 SH
ROBLOX CORP	CL A	$6.4M	0.5%Prev: 1.3%	113,394 SH	Decreased-85,359 SH
ROCKET PHARMACEUTICALS INC	COM	$41K	0.0%Prev: 0.0%	11,335 SH	Decreased
RTX CORPORATION	COM	$659K	0.1%	3,418 SH	New
SALESFORCE INC	COM	$395K	0.0%Prev: 0.0%	2,117 SH	Increased+2,089 SH
SAMSARA INC	COM CL A	$190.3M	15.8%Prev: 2.6%	7,311,076 SH	Increased+6,451,479 SH
SANDISK CORP	COM	$375K	0.0%	590 SH	New
SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$253K	0.0%	9,850 SH	New
SERVICENOW INC	COM	$259K	0.0%Prev: 0.0%	2,475 SH	Increased+2,469 SH
SIMON PPTY GROUP INC NEW	COM	$209K	0.0%	1,123 SH	New
SLB LIMITED	COM STK	$230K	0.0%	4,478 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$806K	0.1%	1,939 SH	New
STEEL DYNAMICS INC	COM	$203K	0.0%	1,126 SH	New
SUMITOMO MITSUI FIN GRP INC	SPONSORED ADR	$251K	0.0%	12,699 SH	New
T-MOBILE US INC	COM	$221K	0.0%	1,054 SH	New
TESLA INC	COM	$1.5M	0.1%	3,928 SH	New
TEXAS INSTRS INC	COM	$293K	0.0%	1,509 SH	New
TEXAS PACIFIC LAND CORPORATI	COM	$292K	0.0%	615 SH	New
TJX COS INC NEW	COM	$296K	0.0%	1,852 SH	New
TOTALENERGIES SE	ACT	$264K	0.0%	2,906 SH	New
TOYOTA MOTOR CORP	ADS	$253K	0.0%	1,226 SH	New
UBIQUITI INC	COM	$836K	0.1%	1,058 SH	New
UBS GROUP AG	SHS	$221K	0.0%	5,648 SH	New
UNILEVER PLC	SPON ADR NEW	$216K	0.0%	3,790 SH	New
UNITEDHEALTH GROUP INC	COM	$508K	0.0%	1,879 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$41.3M	3.4%	69,192 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$14.4M	1.2%	44,959 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$24.2M	2.0%	377,003 SH	New
VISA INC	COM CL A	$484K	0.0%	1,602 SH	New
WALMART INC	COM	$1.3M	0.1%	10,657 SH	New
WAVE LIFE SCIENCES LTD	SHS	$563K	0.0%Prev: 0.1%	77,619 SH	Decreased
WELLS FARGO &CO	COM	$537K	0.0%	6,747 SH	New
WESTERN DIGITAL CORP	COM	$479K	0.0%	1,771 SH	New

Sold (vs prior filing)

ADVANTAGE SOLUTIONS INC — $28K
ATLASSIAN CORPORATION — $237K
CLOUDFLARE INC — $5K
CURIS INC — $14K
ISHARES TR — $23.4M
JANUS DETROIT STR TR — $1.9M
LYFT INC — $27K
NETFLIX INC — $524K
OPENDOOR TECHNOLOGIES INC — $52K
PROGYNY INC — $13K
REDDIT INC — $118K
ROOT INC — $1K
SNOWFLAKE INC — $4K
SPDR S&P 500 ETF TR — $693K
VANGUARD MUN BD FDS — $21.6M
WEAVE COMMUNICATIONS INC — $36K
WORKDAY INC — $209K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0002009275-26-000001	$1.33B	View
Nov 5, 2025	Q3 2025	13F-HR	0002009275-25-000011	$1.31B	View
Jul 24, 2026	Q2 2026