a16z Capital Management, L.L.C.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), a16z Capital Management, L.L.C. reported 12 stock positions worth $745.3 million. Its top holding was DoorDash Class A (DASH) at 35.9% of the portfolio, followed by Samsara Class A (IOT, 23.4%) and Revolution Medicines (RVMD, 16.1%). Compared with Q3 2024, it opened 1 new position, sold out of 2 and added to 1. The biggest buy was a new position in CAMP4 Therapeutics (CAMP) and the biggest sale an exit from Robinhood Markets Class A (HOOD).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001540358
- Portfolio Value
- $745.3M (Q4 2024)
- SEC Filing
- 0001104659-25-012178 ↗ filed Feb 12, 2025
Holdings Value
Holdings 12 stocks · $745.3M
| DASH DoorDash Inc. Class A | 35.95% | 1,597,010 | $267.9M | No change |
| IOT Samsara Inc. Class A | 23.42% | 3,995,652 | $174.6M | No change |
| RVMD Revolution Medicines Inc. | 16.13% | 2,748,523 | $120.2M | No change |
| XYZ Block Inc. | 11.59% | 1,016,697 | $86.4M | No change |
| NAUT Nautilus Biotechnology Inc. | 3.98% | 17,653,917 | $29.7M | No change |
| BIOA Bioage Labs Inc. | 2.51% | 3,233,170 | $18.7M | Add +7.3% |
| ACCD Accolade Inc. | 2.48% | 5,398,708 | $18.5M | No change |
| CAMP CAMP4 Therapeutics Corp. | 1.49% | 2,125,339 | $11.1M | New |
| OPEN Opendoor Technologies Inc. | 1.33% | 6,200,821 | $9.9M | No change |
| ERAS Erasca Inc. | 0.96% | 2,862,500 | $7.2M | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.14% | 108,568 | $1.1M | No change |
| CYNGN INC | 0.01% | 57,584 | $49K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
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 |