a16z Perennial Management, L.P.
Top Portfolio Positions
130 positions ·
$971,141,370 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 | 26.45% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
13,858,300 | $199,143,771 | 20.51% | |
| IOT |
Samsara Inc.
Technology
|
5,989,876 | $189,819,170 | 19.55% | |
| AVGO |
Broadcom Inc.
Technology
|
143,531 | $44,424,279 | 4.57% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
299,493 | $37,819,976 | 3.89% | |
| 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 | 2.72% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
104,214 | $10,134,811 | 1.04% |
Portfolio Trend
10 quarters · across all stocks
Holdings in NU
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,143,771 | 13,858,300 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $230,148,216 | 13,748,400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $226,302,951 | 14,135,100 | Shares | Sole | 2025-11-05 | |
| 2025-09-30 | $27,160,965 | 1,696,500 | Put | Sole | 2025-11-05 | |
| 2025-06-30 | $213,828,944 | 15,585,200 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $163,251,200 | 15,942,500 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $158,357,780 | 15,285,500 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $196,007,175 | 14,359,500 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $198,228,865 | 15,378,500 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||