a16z Capital Management, L.L.C.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), a16z Capital Management, L.L.C. reported 13 stock positions worth $700.9 million. Its top holding was DoorDash Class A (DASH) at 41.6% of the portfolio, followed by Samsara Class A (IOT, 21.9%) and Revolution Medicines (RVMD, 13.9%). Compared with Q4 2024, it opened 2 new positions and sold out of 1. The biggest buy was a new position in Maze Therapeutics (MAZE) and the biggest sale an exit from Cyngn.
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001540358
- Portfolio Value
- $700.9M (Q1 2025)
- SEC Filing
- 0001415889-25-013091 ↗ filed May 15, 2025
Holdings Value
Holdings 13 stocks · $700.9M
| DASH DoorDash Inc. Class A | 41.65% | 1,597,010 | $291.9M | No change |
| IOT Samsara Inc. Class A | 21.85% | 3,995,652 | $153.2M | No change |
| RVMD Revolution Medicines Inc. | 13.87% | 2,748,523 | $97.2M | No change |
| XYZ Block Inc. | 7.88% | 1,016,697 | $55.2M | No change |
| ACCD Accolade Inc. | 5.38% | 5,398,708 | $37.7M | No change |
| MAZE Maze Therapeutics Inc. | 2.67% | 1,702,225 | $18.7M | New |
| NAUT Nautilus Biotechnology Inc. | 2.17% | 17,653,917 | $15.2M | No change |
| BIOA Bioage Labs Inc. | 1.73% | 3,233,170 | $12.2M | No change |
| CAMP CAMP4 Therapeutics Corp. | 1.21% | 2,125,339 | $8.5M | No change |
| OPEN Opendoor Technologies Inc. | 0.90% | 6,200,821 | $6.3M | No change |
| ERAS Erasca Inc. | 0.56% | 2,862,500 | $3.9M | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.09% | 108,568 | $619K | No change |
| CYN Cyngn Inc. | 0.04% | 57,584 | $261K | New |
Portfolio Sells Q4 2024 → Q1 2025
| CYNGN INC | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
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 |