a16z Capital Management, L.L.C.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), a16z Capital Management, L.L.C. reported 13 stock positions worth $1.1 billion. Its top holding was Robinhood Markets Class A (HOOD) at 39.0% of the portfolio, followed by Samsara Class A (IOT, 16.9%) and Revolution Medicines (RVMD, 11.0%). Compared with Q2 2024, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Bioage Labs (BIOA) and the biggest sale Maplebear (CART, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001540358
- Portfolio Value
- $1.1B (Q3 2024)
- SEC Filing
- 0001104659-24-117708 ↗ filed Nov 13, 2024
Holdings Value
Holdings 13 stocks · $1.1B
| HOOD Robinhood Markets Inc. Class A | 39.02% | 18,954,860 | $443.9M | No change |
| IOT Samsara Inc. Class A | 16.90% | 3,995,652 | $192.3M | No change |
| RVMD Revolution Medicines Inc. | 10.96% | 2,748,523 | $124.6M | No change |
| CART Maplebear Inc. | 10.03% | 2,802,058 | $114.2M | Reduce -50.0% |
| XYZ Block Inc. | 6.00% | 1,016,697 | $68.3M | No change |
| BIOA Bioage Labs Inc. | 5.51% | 3,013,975 | $62.7M | New |
| NAUT Nautilus Biotechnology Inc. | 4.42% | 17,653,917 | $50.3M | No change |
| DASH DoorDash Inc. Class A | 3.47% | 1,597,010 | $39.4M | No change |
| ACCD Accolade Inc. | 1.83% | 5,398,708 | $20.8M | No change |
| OPEN Opendoor Technologies Inc. | 1.09% | 6,200,821 | $12.4M | No change |
| ERAS Erasca Inc. | 0.69% | 2,862,500 | $7.8M | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.08% | 108,568 | $885K | No change |
| CYNGN INC | 0.02% | 57,584 | $224K | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| BIOA Bioage Labs Inc. | New | 5.51% | +5.51 |
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 |