A16Z PERENNIAL MANAGEMENT, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 13.86M | $199.14M |
 | IOT | 5.99M | $189.82M |
 | COIN | 1.47M | $256.85M |
 | HOOD | 494K | $34.26M |
 | OKTA | 336K | $26.43M |
 | ABNB | 299K | $37.82M |
 | OMDA | 192K | $2.36M |
 | AVGO | 144K | $44.42M |
 | AXP | 117K | $35.30M |
 | RBLX | 113K | $6.41M |
 | RVMD | 104K | $10.13M |
 | AFRM | 103K | $4.73M |
 | PINS | 100K | $1.83M |
 | IVVD | 80K | $103.83K |
 | WVE | 78K | $562.74K |
 | DIS | 68K | $6.53M |
 | META | 55K | $31.54M |
 | CART | 41K | $1.54M |
 | NVDA | 37K | $6.49M |
 | AAPL | 26K | $6.55M |
Nu Holdings Ltd.
NU
Shares Held
13.86M
Value
$199.14M
Samsara Inc.
IOT
Shares Held
5.99M
Value
$189.82M
Coinbase Global, Inc.
COIN
Shares Held
1.47M
Value
$256.85M
Robinhood Markets, Inc.
HOOD
Shares Held
494K
Value
$34.26M
Okta, Inc.
OKTA
Shares Held
336K
Value
$26.43M
Airbnb, Inc.
ABNB
Shares Held
299K
Value
$37.82M
Omada Health
OMDA
Shares Held
192K
Value
$2.36M
Broadcom Inc.
AVGO
Shares Held
144K
Value
$44.42M
American Express Company
AXP
Shares Held
117K
Value
$35.30M
Roblox Corporation
RBLX
Shares Held
113K
Value
$6.41M
Revolution Medicines, Inc.
RVMD
Shares Held
104K
Value
$10.13M
Affirm Holdings, Inc.
AFRM
Shares Held
103K
Value
$4.73M
Pinterest, Inc.
PINS
Shares Held
100K
Value
$1.83M
Invivyd, Inc.
IVVD
Shares Held
80K
Value
$103.83K
Wave Life Sciences Ltd.
WVE
Shares Held
78K
Value
$562.74K
The Walt Disney Company
DIS
Shares Held
68K
Value
$6.53M
Meta Platforms, Inc.
META
Shares Held
55K
Value
$31.54M
Instacart (Maplebear Inc.)
CART
Shares Held
41K
Value
$1.54M
NVIDIA Corporation
NVDA
Shares Held
37K
Value
$6.49M
Apple Inc.
AAPL
Shares Held
26K
Value
$6.55M