a16z Capital Management, L.L.C. — 13F Holdings & Portfolio
CIK 1540358 · latest 13F-HR filed 2026-05-15
a16z Capital Management, L.L.C. manages $1.29B in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NAVN (28.95%), FIG (26.23%), META (9.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 1, added to 4, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.29B
Long-equity book
16
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −1 / ↑4 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ERASCA INC$35.7M +334.9%
- NAUTILUS BIOTECHNOLOGY INC$34.1M +99.0%
- REVOLUTION MEDICINES INC$16.2M +22.1%
- BIOAGE LABS INC$12.5M +28.3%
Top Trims
- FIGMA INC-$268.6M -44.2%
- NAVAN INC-$90.9M -19.6%
- OMADA HEALTH INC-$25.6M -46.9%
- MAZE THERAPEUTICS INC-$19.7M -28.0%
- META PLATFORMS INC-$18.7M -13.3%
New Positions
- DAMORA THERAPEUTICS INC$32.0M
- AKTIS ONCOLOGY INC$7.4M
- BITGO HOLDINGS INC$5.5M
- IP STRATEGY HOLDINGS INC$21.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NAVAN INC | NAVN | 639193101 | $373.6M | 28.95% | 28,218,676 | SH |
| 2 | FIGMA INC | FIG | 316841105 | $338.5M | 26.23% | 16,011,378 | SH |
| 3 | META PLATFORMS INC | META | 30303M102 | $121.6M | 9.42% | 212,531 | SH |
| 4 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $89.6M | 6.94% | 921,099 | SH |
| 5 | NAUTILUS BIOTECHNOLOGY INC | NAUT | 63909J108 | $68.5M | 5.31% | 17,653,917 | SH |
| 6 | BLOCK INC | XYZ | 852234103 | $61.2M | 4.74% | 1,016,697 | SH |
| 7 | BIOAGE LABS INC | BIOA | 09077V100 | $56.5M | 4.38% | 3,233,170 | SH |
| 8 | MAZE THERAPEUTICS INC | MAZE | 578784100 | $50.8M | 3.94% | 1,702,225 | SH |
| 9 | ERASCA INC | ERAS | 29479A108 | $46.3M | 3.59% | 2,862,500 | SH |
| 10 | DAMORA THERAPEUTICS INC | DMRA | 36322Q206 | $32.0M | 2.48% | 1,236,157 | SH |
| 11 | OMADA HEALTH INC | OMDA | 68170A108 | $29.0M | 2.25% | 2,307,284 | SH |
| 12 | CAMP4 THERAPEUTICS CORP | CAMP | 13463J101 | $9.4M | 0.73% | 2,125,339 | SH |
| 13 | AKTIS ONCOLOGY INC | AKTS | 01021M104 | $7.4M | 0.58% | 415,000 | SH |
| 14 | BITGO HOLDINGS INC | BTGO | 091947101 | $5.5M | 0.42% | 666,356 | SH |
| 15 | GINKGO BIOWORKS HOLDINGS INC | DNA | 37611X209 | $665.5K | 0.05% | 108,568 | SH |
| 16 | IP STRATEGY HOLDINGS INC | IPST | 42727R203 | $21.8K | 0.00% | 82,740 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.29B | 16 | 0001540358-26-000006 |
| 2025-12-31 | 2026-02-17 | $1.58B | 13 | 0001540358-26-000003 |
| 2025-09-30 | 2025-11-14 | $1.39B | 11 | 0001540358-25-000007 |