a16z Capital Management, L.L.C.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), a16z Capital Management, L.L.C. reported 19 stock positions worth $14.2 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 90.0% of the portfolio, followed by Navan Class A (NAVN, 4.5%) and Revolution Medicines (RVMD, 1.2%). Compared with Q1 2026, it opened 3 new positions and reduced 3. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Figma Class A (FIG, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001540358
- Portfolio Value
- $14.2B (Q2 2026)
- SEC Filing
- 0001540358-26-000010 ↗ filed Aug 14, 2026
Holdings Value
Holdings 19 stocks · $14.2B
| SPCX Space Exploration Techn Class A | 89.97% | 74,855,020 | $12.8B | New |
| NAVN Navan Inc. Class A | 4.54% | 28,218,676 | $645.4M | No change |
| RVMD Revolution Medicines Inc. | 1.21% | 921,099 | $172.5M | No change |
| META Meta Platforms Inc. Class A | 0.84% | 212,531 | $119.7M | No change |
| FIG Figma Inc. Class A | 0.76% | 5,983,308 | $108.2M | Reduce -62.6% |
| BIOA Bioage Labs Inc. | 0.56% | 3,233,170 | $79.2M | No change |
| XYZ Block Inc. | 0.54% | 1,016,697 | $77.3M | No change |
| ERAS Erasca Inc. | 0.37% | 2,862,500 | $52.4M | No change |
| MAZE Maze Therapeutics Inc. | 0.36% | 1,702,225 | $50.8M | No change |
| DMRA Damora Therapeutics Inc. | 0.23% | 1,236,157 | $32.2M | No change |
| OMDA Omada Health Inc. | 0.18% | 1,153,639 | $25.3M | Reduce -50.0% |
| NAUT Nautilus Biotechnology Inc. | 0.12% | 9,063,054 | $16.9M | Reduce -48.7% |
| RBLX Roblox Corp. Class A | 0.10% | 274,570 | $14.9M | New |
| AKTS Aktis Oncology Inc. | 0.09% | 415,000 | $13.4M | No change |
| CAMP CAMP4 Therapeutics Corp. | 0.07% | 2,125,339 | $9.3M | No change |
| BTGO Bitgo Holdings Inc. Class A | 0.02% | 666,356 | $3.5M | No change |
| KLRA Kailera Therapeutics Inc. | 0.02% | 140,000 | $3.1M | New |
| DNA Ginkgo Bioworks Holdings Inc. | 0.01% | 108,568 | $1.1M | No change |
| IPST Ip Strategy Holdings Inc. | 0.00% | 4,137 | $10K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $14.2B | SPCX, NAVN, RVMD, META, FIG |
| Q1 2026 | 16 | $1.3B | NAVN, FIG, META, RVMD, NAUT |
| Q4 2025 | 13 | $1.6B | FIG, NAVN, META, RVMD, MAZE |
| Q3 2025 | 11 | $1.4B | FIG, META, RVMD, OMDA, XYZ |
| Q2 2025 | 10 | $312.9M | RVMD, OMDA, XYZ, MAZE, BIOA |
| Q1 2025 | 13 | $700.9M | DASH, IOT, RVMD, XYZ, ACCD |
| Q4 2024 | 12 | $745.3M | DASH, IOT, RVMD, XYZ, NAUT |
| Q3 2024 | 13 | $1.1B | HOOD, IOT, RVMD, CART, XYZ |
| Q2 2024 | 13 | $1.2B | HOOD, CART, DASH, IOT, RVMD |
| Q1 2024 | 13 | $1.4B | HOOD, CART, DASH, IOT, RVMD |