a16z Capital Management, L.L.C.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), a16z Capital Management, L.L.C. reported 13 stock positions worth $1.4 billion. Its top holding was Robinhood Markets Class A (HOOD) at 27.6% of the portfolio, followed by Maplebear (CART, 22.7%) and DoorDash Class A (DASH, 15.9%). Compared with Q4 2023, it opened 1 new position, sold out of 4 and reduced 2. The biggest buy was a new position in Ginkgo Bioworks (DNA) and the biggest sale an exit from Coinbase Global Class A (COIN).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001540358
- Portfolio Value
- $1.4B (Q1 2024)
- SEC Filing
- 0001104659-24-061972 ↗ filed May 15, 2024
Holdings Value
Holdings 13 stocks · $1.4B
| HOOD Robinhood Markets Inc. Class A | 27.60% | 18,954,860 | $381.6M | No change |
| CART Maplebear Inc. | 22.68% | 8,406,188 | $313.5M | Reduce -29.8% |
| DASH DoorDash Inc. Class A | 15.91% | 1,597,010 | $219.9M | No change |
| IOT Samsara Inc. Class A | 10.92% | 3,995,652 | $151.0M | No change |
| RVMD Revolution Medicines Inc. | 6.41% | 2,748,523 | $88.6M | Reduce -51.8% |
| XYZ Block Inc. | 6.22% | 1,016,697 | $86.0M | No change |
| ACCD Accolade Inc. | 4.09% | 5,398,708 | $56.6M | No change |
| NAUT Nautilus Biotechnology Inc. | 3.75% | 17,653,917 | $51.9M | No change |
| OPEN Opendoor Technologies Inc. | 1.48% | 6,738,010 | $20.4M | No change |
| ERAS Erasca Inc. | 0.43% | 2,862,500 | $5.9M | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.36% | 4,342,749 | $5.0M | New |
| SHPWQ Shapeways Holdings Inc. | 0.09% | 598,002 | $1.2M | No change |
| CYNGN INC | 0.06% | 5,234,828 | $870K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| DNA Ginkgo Bioworks Holdings Inc. | New | 0.36% | +0.36 |
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 |