Q1 2026 · 13F-HR
a16z Capital Management, L.L.C.holdings as filed
Filed 2026-05-15 · accession 0001540358-26-000006
$1.29B
Reported value
16
Positions
2026-03-31
Period end
The Brief · a16z Capital Management, L.L.C. · Q1 2026
AI · grounded in 13F
a16z Capital Management, L.L.C. established a new position in DMRA valued at $32.02M. The fund also added new stakes in AKTS for $7.42M and BTGO for $5.48M. On the sell side, the fund trimmed its holding in OMDA by 33.33% and closed its position in XHC.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 639193101 | NAVN | NAVAN INC | $373.6M | 28.9% | 28,218,676 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $338.5M | 26.2% | 16,011,378 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $121.6M | 9.42% | 212,531 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $89.6M | 6.94% | 921,099 | Common | SOLE |
| 63909J108 | NAUT | NAUTILUS BIOTECHNOLOGY INC | $68.5M | 5.31% | 17,653,917 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $61.2M | 4.74% | 1,016,697 | Common | SOLE |
| 09077V100 | BIOA | BIOAGE LABS INC | $56.5M | 4.38% | 3,233,170 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $50.8M | 3.94% | 1,702,225 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $46.3M | 3.59% | 2,862,500 | Common | SOLE |
| 36322Q206 | DMRA | DAMORA THERAPEUTICS INC | $32.0M | 2.48% | 1,236,157 | Common | SOLE |
| 68170A108 | OMDA | OMADA HEALTH INC | $29.0M | 2.25% | 2,307,284 | Common | SOLE |
| 13463J101 | CAMP | CAMP4 THERAPEUTICS CORP | $9.4M | 0.73% | 2,125,339 | Common | SOLE |
| 01021M104 | AKTS | AKTIS ONCOLOGY INC | $7.4M | 0.58% | 415,000 | Common | SOLE |
| 091947101 | BTGO | BITGO HOLDINGS INC | $5.5M | 0.42% | 666,356 | Common | SOLE |
| 37611X209 | DNA | GINKGO BIOWORKS HOLDINGS INC | $665,522 | 0.05% | 108,568 | Common | SOLE |
| 42727R203 | — | IP STRATEGY HOLDINGS INC | $21,843 | 0.00% | 82,740 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.