A16Z Capital Management, L.L.C.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.29B
Q ending 2026-03-31
Prior quarter
$1.58B
Q ending 2025-12-31
Change
-18.3% QoQ · +84.1% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Navan Inc | NAVN | Shares | $373.6M | 28.2M |
| Figma Inc | FIG | Shares | $338.5M | 16.0M |
| Meta Platforms Inc | META | Shares | $121.6M | 213K |
| Revolution Medicines Inc | RVMD | Shares | $89.6M | 921K |
| Nautilus Biotechnology Inc | NAUT | Shares | $68.5M | 17.7M |
| Block Inc | XYZ | Shares | $61.2M | 1.0M |
| Bioage Labs Inc | BIOA | Shares | $56.5M | 3.2M |
| Maze Therapeutics Inc | MAZE | Shares | $50.8M | 1.7M |
| Erasca Inc | ERAS | Shares | $46.3M | 2.9M |
| Damora Therapeutics Inc | DMRA | Shares | $32.0M | 1.2M |
| Omada Health Inc | OMDA | Shares | $29.0M | 2.3M |
| Camp4 Therapeutics Corp | CAMP | Shares | $9.4M | 2.1M |
| Aktis Oncology Inc | AKTS | Shares | $7.4M | 415K |
| Bitgo Holdings Inc | BTGO | Shares | $5.5M | 666K |
| Ginkgo Bioworks Holdings Inc | DNA | Shares | $666K | 109K |
| Ip Strategy Holdings Inc | Shares | $22K | 83K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.