A16Z PERENNIAL MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UI | 1K | $698.89K |
 | LOW | 1K | $261.11K |
 | TMUS | 1K | $243.93K |
 | WDAY | 987 | $237.60K |
 | GEV | 970 | $596.45K |
 | ACN | 925 | $228.10K |
 | MCD | 904 | $274.72K |
 | CAT | 822 | $392.22K |
 | ADBE | 735 | $259.27K |
 | CDNS | 717 | $251.85K |
 | MA | 694 | $394.75K |
 | COST | 656 | $607.21K |
 | AXP | 616 | $204.61K |
 | PWR | 576 | $238.71K |
 | CMI | 554 | $233.99K |
 | INTU | 541 | $369.45K |
 | ASML | 478 | $462.75K |
 | NOC | 393 | $239.46K |
 | KLAC | 347 | $374.27K |
Ubiquiti Inc.
UI
Shares Held
1K
Value
$698.89K
Lowe's Companies, Inc.
LOW
Shares Held
1K
Value
$261.11K
T-Mobile US, Inc.
TMUS
Shares Held
1K
Value
$243.93K
Workday, Inc.
WDAY
Shares Held
987
Value
$237.60K
GE Vernova Inc.
GEV
Shares Held
970
Value
$596.45K
Accenture plc
ACN
Shares Held
925
Value
$228.10K
McDonald's Corporation
MCD
Shares Held
904
Value
$274.72K
Caterpillar Inc.
CAT
Shares Held
822
Value
$392.22K
Adobe Inc.
ADBE
Shares Held
735
Value
$259.27K
Cadence Design Systems, Inc.
CDNS
Shares Held
717
Value
$251.85K
Mastercard Incorporated
MA
Shares Held
694
Value
$394.75K
Costco Wholesale Corporation
COST
Shares Held
656
Value
$607.21K
American Express Company
AXP
Shares Held
616
Value
$204.61K
Quanta Services, Inc.
PWR
Shares Held
576
Value
$238.71K
Cummins Inc.
CMI
Shares Held
554
Value
$233.99K
Intuit Inc.
INTU
Shares Held
541
Value
$369.45K
ASML Holding N.V.
ASML
Shares Held
478
Value
$462.75K
Northrop Grumman Corporation
NOC
Shares Held
393
Value
$239.46K
KLA Corporation
KLAC
Shares Held
347
Value
$374.27K