Filed: 5/15/2026ACC: 0001540358-26-000006
📋 What this filing means
A16Z CAPITAL MANAGEMENT, L.L.C. filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $1.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$1.29B
Total AUM (reported)
78.77M
Total Shares
Allocation by class
CL A$556.40M43.1%
COM$357.57M27.7%
CLASS A COM STK$338.48M26.2%
COM NEW$32.02M2.5%
COM SHS CL A$5.48M0.4%
CL A NEW$665.5K0.1%
Portfolio Concentration
Top 3$833.69M64.6%
4–10$404.95M31.4%
11–25$51.97M4.0%
Top 3 weight
64.6%
Top 10 weight
96.0%
Voting Authority Distribution
Total shares with voting rights: 78.77M
Sole
Full voting authority
78.77M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
NAVAN INC
SOLEShares28.22M
TypeSH
Market value$373.62M
28.95%
Sole
28.22M
Shared
0.00
None
0.00
FIGMA INC
SOLEShares16.01M
TypeSH
Market value$338.48M
26.23%
Sole
16.01M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares212.53K
TypeSH
Market value$121.60M
9.42%
Sole
212.53K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares921.10K
TypeSH
Market value$89.58M
6.94%
Sole
921.10K
Shared
0.00
None
0.00
NAUTILUS BIOTECHNOLOGY INC
SOLEShares17.65M
TypeSH
Market value$68.50M
5.31%
Sole
17.65M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares1.02M
TypeSH
Market value$61.18M
4.74%
Sole
1.02M
Shared
0.00
None
0.00
BIOAGE LABS INC
SOLEShares3.23M
TypeSH
Market value$56.55M
4.38%
Sole
3.23M
Shared
0.00
None
0.00
MAZE THERAPEUTICS INC
SOLEShares1.70M
TypeSH
Market value$50.81M
3.94%
Sole
1.70M
Shared
0.00
None
0.00
ERASCA INC
SOLEShares2.86M
TypeSH
Market value$46.32M
3.59%
Sole
2.86M
Shared
0.00
None
0.00
DAMORA THERAPEUTICS INC
SOLEShares1.24M
TypeSH
Market value$32.02M
2.48%
Sole
1.24M
Shared
0.00
None
0.00
OMADA HEALTH INC
SOLEShares2.31M
TypeSH
Market value$29.00M
2.25%
Sole
2.31M
Shared
0.00
None
0.00
CAMP4 THERAPEUTICS CORP
SOLEShares2.13M
TypeSH
Market value$9.37M
0.73%
Sole
2.13M
Shared
0.00
None
0.00
AKTIS ONCOLOGY INC
SOLEShares415K
TypeSH
Market value$7.42M
0.58%
Sole
415K
Shared
0.00
None
0.00
BITGO HOLDINGS INC
SOLEShares666.36K
TypeSH
Market value$5.48M
0.42%
Sole
666.36K
Shared
0.00
None
0.00
GINKGO BIOWORKS HOLDINGS INC
SOLEShares108.57K
TypeSH
Market value$665.5K
0.05%
Sole
108.57K
Shared
0.00
None
0.00
IP STRATEGY HOLDINGS INC
SOLEShares82.74K
TypeSH
Market value$21.8K
<0.01%
Sole
82.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NAVAN INCSOLE | CL A | 28.22M | SH | $373.62M 28.95% | 28.22M | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 16.01M | SH | $338.48M 26.23% | 16.01M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 212.53K | SH | $121.60M 9.42% | 212.53K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 921.10K | SH | $89.58M 6.94% | 921.10K | 0.00 | 0.00 |
NAUTILUS BIOTECHNOLOGY INCSOLE | COM | 17.65M | SH | $68.50M 5.31% | 17.65M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 1.02M | SH | $61.18M 4.74% | 1.02M | 0.00 | 0.00 |
BIOAGE LABS INCSOLE | COM | 3.23M | SH | $56.55M 4.38% | 3.23M | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 1.70M | SH | $50.81M 3.94% | 1.70M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 2.86M | SH | $46.32M 3.59% | 2.86M | 0.00 | 0.00 |
DAMORA THERAPEUTICS INCSOLE | COM NEW | 1.24M | SH | $32.02M 2.48% | 1.24M | 0.00 | 0.00 |
OMADA HEALTH INCSOLE | COM | 2.31M | SH | $29.00M 2.25% | 2.31M | 0.00 | 0.00 |
CAMP4 THERAPEUTICS CORPSOLE | COM | 2.13M | SH | $9.37M 0.73% | 2.13M | 0.00 | 0.00 |
AKTIS ONCOLOGY INCSOLE | COM | 415K | SH | $7.42M 0.58% | 415K | 0.00 | 0.00 |
BITGO HOLDINGS INCSOLE | COM SHS CL A | 666.36K | SH | $5.48M 0.42% | 666.36K | 0.00 | 0.00 |
GINKGO BIOWORKS HOLDINGS INCSOLE | CL A NEW | 108.57K | SH | $665.5K 0.05% | 108.57K | 0.00 | 0.00 |
IP STRATEGY HOLDINGS INCSOLE | COM | 82.74K | SH | $21.8K <0.01% | 82.74K | 0.00 | 0.00 |