A16Z PERENNIAL MANAGEMENT, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 13.75M | $230.15M |
 | IOT | 1.66M | $58.92M |
 | COIN | 1.46M | $330.43M |
 | HOOD | 594K | $67.23M |
 | OKTA | 376K | $32.53M |
 | ABNB | 320K | $43.41M |
 | PINS | 248K | $6.43M |
 | RVMD | 183K | $14.57M |
 | OMDA | 157K | $2.48M |
 | AVGO | 144K | $49.99M |
 | DOCN | 141K | $6.80M |
 | RBLX | 114K | $9.20M |
 | AFRM | 103K | $7.68M |
 | IVVD | 80K | $197.28K |
 | WVE | 78K | $1.32M |
 | DIS | 68K | $7.71M |
 | META | 60K | $39.54M |
 | CART | 47K | $2.11M |
 | NVDA | 39K | $7.35M |
 | SAN | 30K | $352.15K |
Nu Holdings Ltd.
NU
Shares Held
13.75M
Value
$230.15M
Samsara Inc.
IOT
Shares Held
1.66M
Value
$58.92M
Coinbase Global, Inc.
COIN
Shares Held
1.46M
Value
$330.43M
Robinhood Markets, Inc.
HOOD
Shares Held
594K
Value
$67.23M
Okta, Inc.
OKTA
Shares Held
376K
Value
$32.53M
Airbnb, Inc.
ABNB
Shares Held
320K
Value
$43.41M
Pinterest, Inc.
PINS
Shares Held
248K
Value
$6.43M
Revolution Medicines, Inc.
RVMD
Shares Held
183K
Value
$14.57M
Omada Health
OMDA
Shares Held
157K
Value
$2.48M
Broadcom Inc.
AVGO
Shares Held
144K
Value
$49.99M
DigitalOcean Holdings, Inc.
DOCN
Shares Held
141K
Value
$6.80M
Roblox Corporation
RBLX
Shares Held
114K
Value
$9.20M
Affirm Holdings, Inc.
AFRM
Shares Held
103K
Value
$7.68M
Invivyd, Inc.
IVVD
Shares Held
80K
Value
$197.28K
Wave Life Sciences Ltd.
WVE
Shares Held
78K
Value
$1.32M
The Walt Disney Company
DIS
Shares Held
68K
Value
$7.71M
Meta Platforms, Inc.
META
Shares Held
60K
Value
$39.54M
Instacart (Maplebear Inc.)
CART
Shares Held
47K
Value
$2.11M
NVIDIA Corporation
NVDA
Shares Held
39K
Value
$7.35M
Banco Santander, S.A.
SAN
Shares Held
30K
Value
$352.15K