Fund Holdingsa16z Perennial Management, L.P.

Total Portfolio Value
$1.24B
Total Bought
$288.91M
Total Sold
$221.74M
Net Transaction
+$67.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS69,192147,401+78,20941,346100,8298.15%+59,483
ISHARES TR321,231615,315+294,08431,88961,0154.93%+29,126
VANGUARD TAX-MANAGED FDS377,003667,483+290,48024,15847,4633.84%+23,305
TIDAL TRUST I0726,729+726,729016,1771.31%+16,177
WORLD GOLD TR(GLDM)0198,110+198,110015,7341.27%+15,734
ROBINHOOD MKTS INC(HOOD)0469,215+469,215047,0583.81%+47,058
ISHARES INC
CORE MSCI EMKT
0118,984+118,98409,8570.80%+9,857
ISHARES TR051,895+51,895038,8643.14%+38,864
ISHARES TR
US TREAS BD ETF
108,847459,986+351,1392,49410,4780.85%+7,985
ISHARES TR069,075+69,07507,5590.61%+7,559
FIGMA INC(FIG)0407,253+407,25307,3690.60%+7,369
FLEXSHARES TR
MORNSTAR UPSTR
0147,066+147,06607,2470.59%+7,247
GRANITESHARES GOLD TR(BAR)0181,946+181,94607,1920.58%+7,192
BROADCOM INC(AVGO)0135,798+135,798051,2984.15%+51,298
ISHARES TR069,775+69,77506,5950.53%+6,595
ISHARES TR058,374+58,37406,4420.52%+6,442
OMADA HEALTH INC(OMDA)0334,071+334,07107,3330.59%+7,333
ISHARES TR019,804+19,80404,4970.36%+4,497
AIRBNB INC0294,893+294,893042,1993.41%+42,199
ISHARES INC
MSCI EMRG CHN
039,825+39,82504,0740.33%+4,074
AFFIRM HLDGS INC(AFRM)098,020+98,02007,9940.65%+7,994
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
045,008+45,00802,4310.20%+2,431
WEALTHFRONT CORP(WLTH)0258,624+258,62402,3120.19%+2,312
VANGUARD INDEX FDS44,95944,683-27614,42316,5341.34%+2,111
DIGITALOCEAN HLDGS INC(DOCN)020,952+20,95203,2900.27%+3,290
SCHWAB STRATEGIC TR056,000+56,00001,4840.12%+1,484
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
026,550+26,55001,1780.10%+1,178
ISHARES TR03,250+3,25009760.08%+976
CROWDSTRIKE HLDGS INC(CRWD)04,168+4,16803,1810.26%+3,181
VANGUARD INTL EQUITY INDEX F014,768+14,76808810.07%+881
BERKSHIRE HATHAWAY INC DEL01+107490.06%+749
ISHARES GOLD TRUST MICRO(IAU)017,077+17,07706830.06%+683
STATE STR SPDR S&P 500 ETF T(SPY)01,880+1,88001,4040.11%+1,404
SAMSARA INC(Put)01,567,400+1,567,4000470+470
REDDIT INC(RDDT)02,471+2,47104300.03%+430
INTEL CORP(INTC)02,600+2,60003530.03%+353
PINTEREST INC(PINS)099,833+99,83302,0990.17%+2,099
COINBASE GLOBAL INC(Put)0145,400+145,4000176+176
DOORDASH INC(DASH)02,680+2,68004950.04%+495
ROBLOX CORP(RBLX)0118,226+118,22606,4290.52%+6,429
ISHARES TR4,7104,71002682710.02%+4
STATE STR SPDR S&P 500 ETF T(Put)7000-70010-1
ROCKET PHARMACEUTICALS INC11,33511,335041390.00%-2
DIGITALOCEAN HLDGS INC(DOCN)(Put)15,4000-15,40040-4
DISNEY WALT CO(DIS)067,804+67,80406,5260.53%+6,526
NU HLDGS LTD(NU)(Put)1,367,5000-1,367,500140-14
INVIVYD INC079,869+79,8690700.01%+70
COINBASE GLOBAL INC(COIN)(Put)120,7000-120,700350-35
MAPLEBEAR INC(CART)031,862+31,86201,5080.12%+1,508
ROBINHOOD MKTS INC(Put)14,5000-14,500510-51
ICL GROUP LTD(ICL)12,8960-12,896670-67
MAPLEBEAR INC(CART)(Put)32,0000-32,000700-70
BITWISE ETHEREUM ETF022,197+22,19702500.02%+250
WAVE LIFE SCIENCES LTD(WVE)077,619+77,61904510.04%+451
MIZUHO FINANCIAL GROUP INC(MFG)000000
REVOLUTION MEDICINES INC(RVMD)(Put)27,3000-27,3001950-195
AT&T INC(T)6,9390-6,9392010-201
STEEL DYNAMICS INC(STLD)1,1260-1,1262030-203
CADENCE DESIGN SYSTEM INC(CDNS)7300-7302030-203
HUNTINGTON INGALLS INDS INC(HII)5400-5402050-205
EXPEDITORS INTL WASH INC(EXPD)1,4580-1,4582090-209
HERSHEY CO(HSY)1,0070-1,0072090-209
SIMON PPTY GROUP INC NEW(SPG)1,1230-1,1232090-209
ENI SPA(E)3,7010-3,7012100-210
AMERICAN TOWER CORP(AMT)1,2370-1,2372130-213
UNILEVER PLC(UL)3,7900-3,7902160-216
UBS GROUP AG(UBS)000000
BRITISH AMERN TOB PLC(BTI)3,7860-3,7862210-221
T-MOBILE US INC(TMUS)1,0540-1,0542210-221
CBOE GLOBAL MKTS INC(CBOE)8030-8032260-226
FIRSTENERGY CORP(FE)4,4960-4,4962280-228
NEXTERA ENERGY INC(NEE)2,4600-2,4602280-228
LOWES COS INC(LOW)9730-9732300-230
SLB LIMITED(SLB)4,4780-4,4782300-230
PEPSICO INC(PEP)1,4980-1,4982330-233
LAM RESEARCH CORP(LRCX)1,1000-1,1002350-235
AMERICAN INTL GROUP INC3,1240-3,1242350-235
ONEOK INC NEW(OKE)2,6060-2,6062360-236
BUNGE GLOBAL SA(BG)1,8520-1,8522360-236
INTUIT(INTU)000000
DUKE ENERGY CORP NEW(DUK)1,8470-1,8472420-242
KINDER MORGAN INC DEL(KMI)7,2430-7,2432430-243
BITWISE BITCOIN ETF TR(BITB)050,502+50,50201,6090.13%+1,609
SUMITOMO MITSUI FIN GRP INC(SMFG)12,6990-12,6992510-251
BANCO BILBAO VIZCAYA ARGENTA(BBVA)000000
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
9,8500-9,8502530-253
TOYOTA MOTOR CORP(TM)1,2260-1,2262530-253
SERVICENOW INC(NOW)2,4750-2,4752590-259
EBAY INC.(EBAY)2,8860-2,8862630-263
CUMMINS INC(CMI)4900-4902640-264
TOTALENERGIES SE(TTE)2,9060-2,9062640-264
COLGATE PALMOLIVE CO(CL)3,1560-3,1562690-269
BANCO SANTANDER SA(SAN)000000
MCDONALDS CORP(MCD)9050-9052810-281
PFIZER INC(PFE)10,1180-10,1182840-284
TEXAS PACIFIC LAND CORPORATI(TPL)6150-6152920-292
TEXAS INSTRS INC(TXN)1,5090-1,5092930-293
TJX COS INC NEW(TJX)1,8520-1,8522960-296
NORTHROP GRUMMAN CORP(NOC)4400-4403000-300
HOWMET AEROSPACE INC(HWM)1,3210-1,3213040-304
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