a16z Perennial Management, L.P.

Fundamental diversified ★Signal CIK 2009275
League rank
#698
in Fundamental diversified · #5630 overall
Long book
$1.20B
Q1 2026
Positions
142
Top-10 weight
78%
concentration
Last quarter
+9.4%
SPY +14.8%
Turnover
25%
of book per quarter

Strategy in plain words

auto-generated from filings

a16z Perennial Management, L.P. is a diversified fundamental manager, running a $1.20B US long book across 142 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: COINBASE GLOBAL INC -CLASS A, NU HOLDINGS LTD/CAYMAN ISL-A, SAMSARA INC-CL A, BONDBLOXX BBG 6 MTH US TREAS, BROADCOM INC.

Over the last 9 quarters its long book ran on average 3.3pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-7.6%
Q2 2024
-9.8%
Q3 2024
+11.7%
Q4 2024
-15.3%
Q1 2025
+47.4%
Q2 2025
+1.3%
Q3 2025
-13.4%
Q4 2025
-13.2%
Q1 2026
+9.4%

Sector allocation

Financials
56%
Technology
35%
Services media
5%
Healthcare
2%
Consumer discretionary
1%
Industrials
1%
Energy
0%
Consumer staples
0%

Long book by quarter

$1.07B
Q1 2024
$1.87B
Q2 2024
$1.62B
Q3 2024
$1.70B
Q4 2024
$802.3M
Q1 2025
$1.21B
Q2 2025
$1.26B
Q3 2025
$1.26B
Q4 2025
$1.20B
Q1 2026

What does a16z Perennial own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
COIN COINBASE GLOBAL INC -CLASS AFinancials1.5M$256.9M21.4%+0.7%
NU NU HOLDINGS LTD/CAYMAN ISL-AFinancials13.9M$199.1M16.6%+0.8%
IOT SAMSARA INC-CL ATechnology6.0M$189.8M15.8%+260.4%
AVGO BROADCOM INCTechnology143.5K$44.4M3.7%-0.6%
ABNB AIRBNB INC-CLASS AServices media299.5K$37.8M3.1%-6.4%
AXP AMERICAN EXPRESS COFinancials116.7K$35.3M2.9%+17113.6%
HOOD ROBINHOOD MARKETS INC - AFinancials494.4K$34.3M2.9%-16.8%
META META PLATFORMS INC-CLASS ATechnology55.1K$31.5M2.6%-8.0%
OKTA OKTA INCTechnology335.8K$26.4M2.2%-10.7%
RVMD REVOLUTION MEDICINES INCHealthcare104.2K$10.1M0.8%-43.0%
AAPL APPLE INCTechnology25.8K$6.6M0.5%+3.6%
DIS WALT DISNEY CO/THEServices media67.8K$6.5M0.5%Held
NVDA NVIDIA CORPTechnology37.2K$6.5M0.5%-5.6%
RBLX ROBLOX CORP -CLASS ATechnology113.4K$6.4M0.5%-0.1%
AMZN AMAZON.COM INCConsumer discretionary24.1K$5.0M0.4%Held
AFRM AFFIRM HOLDINGS INCFinancials103.2K$4.7M0.4%Held
MSFT MICROSOFT CORPTechnology11.2K$4.1M0.3%Held
GOOGL ALPHABET INC-CL ATechnology14.0K$4.0M0.3%New
GOOG ALPHABET INC-CL CTechnology12.0K$3.4M0.3%-56.4%
OMDA OMADA HEALTH INCHealthcare192.5K$2.4M0.2%+22.5%
CRWD CROWDSTRIKE HOLDINGS INC - ATechnology5.7K$2.2M0.2%+3.4%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials4.6K$2.2M0.2%0.0%
PINS PINTEREST INC- CLASS ATechnology99.8K$1.8M0.2%-59.8%
DOCN DIGITALOCEAN HOLDINGS INCTechnology18.6K$1.6M0.1%-86.9%
CART MAPLEBEAR INCServices media41.2K$1.5M0.1%-12.0%
TSLA TESLA INCIndustrials3.9K$1.5M0.1%-9.0%
NFLX NETFLIX INCServices media14.6K$1.4M0.1%-8.0%
WMT WALMART INCConsumer discretionary10.7K$1.3M0.1%-5.7%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology8.0K$1.2M0.1%-13.1%
LLY ELI LILLY & COHealthcare1.2K$1.1M0.1%-10.1%
JPM JPMORGAN CHASE & COFinancials3.8K$1.1M0.1%Held
GE GENERAL ELECTRICIndustrials3.9K$1.1M0.1%-7.5%
GS GOLDMAN SACHS GROUP INCFinancials1.3K$1.1M0.1%-6.7%
XOM EXXON MOBIL CORPEnergy6.1K$1.0M0.1%Held
JNJ JOHNSON & JOHNSONHealthcare3.5K$860K0.1%Held
GEV GE VERNOVA INCIndustrials980$855K0.1%-14.5%
MS MORGAN STANLEYFinancials5.1K$844K0.1%Held
UI UBIQUITI INCTechnology1.1K$836K0.1%Held
MU MICRON TECHNOLOGY INCTechnology2.5K$830K0.1%-8.4%
AMD ADVANCED MICRO DEVICESTechnology3.7K$759K0.1%+5.7%
AON AON PLC-CLASS AFinancials2.3K$746K0.1%Held
RTX RTX CORPIndustrials3.4K$659K0.1%Held
COST COSTCO WHOLESALE CORPConsumer discretionary653$651K0.1%Held
MAR MARRIOTT INTERNATIONAL -CL AServices media2.0K$638K0.1%Held
ASML ASML HOLDING NV-NY REG SHSIndustrials478$631K0.1%Held
ORCL ORACLE CORPTechnology4.2K$624K0.1%-2.1%
CAT CATERPILLAR INCIndustrials858$608K0.1%Held
C CITIGROUP INCFinancials5.4K$607K0.1%Held
WVE WAVE LIFE SCIENCES LTDHealthcare77.6K$563K0.0%Held
WFC WELLS FARGO & COFinancials6.7K$537K0.0%-2.3%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 2026152$1.20B canonicalSEC ↗
Q4 202513F-HRFeb 10, 2026156$1.33B canonicalSEC ↗
Q3 202513F-HRNov 5, 2025144$1.31B canonicalSEC ↗
Q2 202513F-HRAug 1, 202554$1.31B canonicalSEC ↗
Q1 202513F-HRMay 6, 202551$871.3M canonicalSEC ↗
Q4 202413F-HR/ANEW HOLDINGSFeb 6, 202551$896.8M canonicalSEC ↗
Q4 202413F-HRJan 28, 202546$872.1M canonicalSEC ↗
Q3 202413F-HR/ANEW HOLDINGSFeb 7, 202552$861.3M canonicalSEC ↗
Q3 202413F-HROct 25, 202448$855.0M canonicalSEC ↗
Q2 202413F-HR/ANEW HOLDINGSFeb 12, 202546$1.10B canonicalSEC ↗
Q2 202413F-HRJul 23, 202444$1.10B canonicalSEC ↗
Q1 202413F-HRMay 10, 202443$1.09B canonicalSEC ↗