a16z Capital Management, L.L.C.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), a16z Capital Management, L.L.C. reported 10 stock positions worth $312.9 million. Its top holding was Revolution Medicines (RVMD) at 32.3% of the portfolio, followed by Omada Health (OMDA, 27.0%) and Block (XYZ, 22.1%). Compared with Q1 2025, it opened 1 new position and sold out of 4. The biggest buy was a new position in Omada Health (OMDA) and the biggest sale an exit from DoorDash Class A (DASH).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001540358
- Portfolio Value
- $312.9M (Q2 2025)
- SEC Filing
- 0001415889-25-021833 ↗ filed Aug 14, 2025
Holdings Value
Holdings 10 stocks · $312.9M
| RVMD Revolution Medicines Inc. | 32.32% | 2,748,523 | $101.1M | No change |
| OMDA Omada Health Inc. | 26.99% | 4,614,574 | $84.4M | New |
| XYZ Block Inc. | 22.07% | 1,016,697 | $69.1M | No change |
| MAZE Maze Therapeutics Inc. | 6.67% | 1,702,225 | $20.9M | No change |
| BIOA Bioage Labs Inc. | 4.27% | 3,233,170 | $13.4M | No change |
| NAUT Nautilus Biotechnology Inc. | 4.09% | 17,653,917 | $12.8M | No change |
| ERAS Erasca Inc. | 1.16% | 2,862,500 | $3.6M | No change |
| OPEN Opendoor Technologies Inc. | 1.06% | 6,200,821 | $3.3M | No change |
| CAMP CAMP4 Therapeutics Corp. | 0.98% | 2,125,339 | $3.1M | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.39% | 108,568 | $1.2M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| OMDA Omada Health Inc. | New | 26.99% | +26.99 |
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 |