a16z Capital Management, L.L.C.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), a16z Capital Management, L.L.C. reported 13 stock positions worth $1.2 billion. Its top holding was Robinhood Markets Class A (HOOD) at 36.7% of the portfolio, followed by Maplebear (CART, 15.4%) and DoorDash Class A (DASH, 14.8%). Compared with Q1 2024, it added to 1 and reduced 2. The biggest buy was Cyngn (shares +10%) and the biggest sale Maplebear (CART, shares −33%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001540358
Portfolio Value
$1.2B (Q2 2024)
SEC Filing
0001104659-24-088966 ↗ filed Aug 13, 2024

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.2B $1.2B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $745.3M Q4 2024 Q1 2025: $700.9M Q1 2025 Q2 2025: $312.9M Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $14.2B Q2 2026

Holdings 13 stocks · $1.2B

HOOD Robinhood Markets Inc. Class A 36.72% 18,954,860 $430.5M No change
CART Maplebear Inc. 15.36% 5,604,123 $180.1M Reduce -33.3%
DASH DoorDash Inc. Class A 14.82% 1,597,010 $173.7M No change
IOT Samsara Inc. Class A 11.49% 3,995,652 $134.7M No change
RVMD Revolution Medicines Inc. 9.10% 2,748,523 $106.7M No change
XYZ Block Inc. 5.59% 1,016,697 $65.6M No change
NAUT Nautilus Biotechnology Inc. 3.52% 17,653,917 $41.3M No change
ACCD Accolade Inc. 1.65% 5,398,708 $19.3M No change
OPEN Opendoor Technologies Inc. 0.97% 6,200,821 $11.4M Reduce -8.0%
ERAS Erasca Inc. 0.58% 2,862,500 $6.8M No change
DNA Ginkgo Bioworks Holdings Inc. 0.12% 4,342,749 $1.5M No change
SHPWQ Shapeways Holdings Inc. 0.04% 598,002 $423K No change
CYNGN INC 0.04% 5,758,311 $420K Add +10.0%

Portfolio Sells Q1 2024 → Q2 2024

CART Maplebear Inc. Reduce -33.3% 15.36% −7.31
OPEN Opendoor Technologies Inc. Reduce -8.0% 0.97% −0.50

Portfolio Buys Q1 2024 → Q2 2024

CYNGN INC Add +10.0% 0.04% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 19$14.2BSPCX, NAVN, RVMD, META, FIG
Q1 2026 16$1.3BNAVN, FIG, META, RVMD, NAUT
Q4 2025 13$1.6BFIG, NAVN, META, RVMD, MAZE
Q3 2025 11$1.4BFIG, META, RVMD, OMDA, XYZ
Q2 2025 10$312.9MRVMD, OMDA, XYZ, MAZE, BIOA
Q1 2025 13$700.9MDASH, IOT, RVMD, XYZ, ACCD
Q4 2024 12$745.3MDASH, IOT, RVMD, XYZ, NAUT
Q3 2024 13$1.1BHOOD, IOT, RVMD, CART, XYZ
Q2 2024 13$1.2BHOOD, CART, DASH, IOT, RVMD
Q1 2024 13$1.4BHOOD, CART, DASH, IOT, RVMD