a16z Capital Management, L.L.C.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), a16z Capital Management, L.L.C. reported 16 stock positions worth $1.3 billion. Its top holding was Navan Class A (NAVN) at 28.9% of the portfolio, followed by Figma Class A (FIG, 26.2%) and Meta Platforms Class A (META, 9.4%). Compared with Q4 2025, it opened 4 new positions, sold out of 1, added to 1 and reduced 2. The biggest buy was a new position in Damora Therapeutics (DMRA) and the biggest sale Figma Class A (FIG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001540358
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0001540358-26-000006 ↗ filed May 15, 2026
Holdings Value
Holdings 16 stocks · $1.3B
| NAVN Navan Inc. Class A | 28.95% | 28,218,676 | $373.6M | Add +3.8% |
| FIG Figma Inc. Class A | 26.23% | 16,011,378 | $338.5M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 9.42% | 212,531 | $121.6M | No change |
| RVMD Revolution Medicines Inc. | 6.94% | 921,099 | $89.6M | No change |
| NAUT Nautilus Biotechnology Inc. | 5.31% | 17,653,917 | $68.5M | No change |
| XYZ Block Inc. | 4.74% | 1,016,697 | $61.2M | No change |
| BIOA Bioage Labs Inc. | 4.38% | 3,233,170 | $56.5M | No change |
| MAZE Maze Therapeutics Inc. | 3.94% | 1,702,225 | $50.8M | No change |
| ERAS Erasca Inc. | 3.59% | 2,862,500 | $46.3M | No change |
| DMRA Damora Therapeutics Inc. | 2.48% | 1,236,157 | $32.0M | New |
| OMDA Omada Health Inc. | 2.25% | 2,307,284 | $29.0M | Reduce -33.3% |
| CAMP CAMP4 Therapeutics Corp. | 0.73% | 2,125,339 | $9.4M | No change |
| AKTS Aktis Oncology Inc. | 0.58% | 415,000 | $7.4M | New |
| BTGO Bitgo Holdings Inc. Class A | 0.42% | 666,356 | $5.5M | New |
| DNA Ginkgo Bioworks Holdings Inc. | 0.05% | 108,568 | $666K | No change |
| IPST Ip Strategy Holdings Inc. | 0.00% | 82,740 | $22K | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
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 |