a16z Perennial Management, L.P.
Top Portfolio Positions
130 positions ·
$969,461,826 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COIN |
Coinbase Global, Inc.
Financial Services
|
1,470,995 | $256,850,436 | 26.49% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
13,858,300 | $199,143,771 | 20.54% | |
| IOT |
Samsara Inc.
Technology
|
5,989,876 | $189,819,170 | 19.58% | |
| AVGO |
Broadcom Inc.
Technology
|
143,531 | $44,424,279 | 4.58% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
299,493 | $37,819,976 | 3.90% | |
| AXP |
American Express Co
Financial Services
|
116,708 | $35,301,835 | 3.64% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
494,352 | $34,258,593 | 3.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
55,136 | $31,544,959 | 3.25% | |
| OKTA |
Okta, Inc.
Technology
|
335,780 | $26,429,243 | 2.73% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
104,214 | $10,134,811 | 1.05% |
Portfolio Trend
10 quarters · across all stocks
Holdings in IOT
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $189,819,170 | 5,989,876 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $58,923,394 | 1,662,155 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $21,819,475 | 615,500 | Put | Sole | 2026-02-10 | |
| 2024-09-30 | $11,038,728 | 229,400 | Put | Sole | 2025-02-07 | |
| 2024-09-30 | $11,047,678 | 229,586 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $86,474 | 2,566 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $96,969 | 2,566 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $85,653 | 2,566 | Shares | Sole | 2024-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||