Fund Holdingsa16z Perennial Management, L.P.

Total Portfolio Value
$861.14M
Total Bought
$529.09M
Total Sold
$433.45M
Net Transaction
+$95.64M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
COINBASE GLOBAL INC(COIN)01,640,962+1,640,9620407,45147.32%+407,451
ROBINHOOD MKTS INC0858,770+858,770031,9983.72%+31,998
SAMSARA INC0679,997+679,997029,7093.45%+29,709
ISHARES TR033,100+33,100019,4852.26%+19,485
ROBLOX CORP(RBLX)243,118235,453-7,66510,76013,6231.58%+2,863
OKTA INC(OKTA)597,873597,873044,44647,1125.47%+2,667
AFFIRM HLDGS INC(AFRM)136,520127,520-9,0005,5737,7660.90%+2,193
AIRBNB INC541,631532,631-9,00068,68469,9938.13%+1,309
BITWISE BITCOIN ETF TR(BITB)015,961+15,96108120.09%+812
ALPHABET INC(GOOG)02,820+2,82005340.06%+534
BITWISE ETHEREUM ETF022,197+22,19705320.06%+532
MAPLEBEAR INC(CART)214,160221,783+7,6238,7259,1861.07%+461
ALPHABET INC(GOOG)02,100+2,10004000.05%+400
WAVE LIFE SCIENCES LTD(WVE)77,61977,61906369600.11%+324
AMAZON COM INC(AMZN)9,5209,52001,7742,0890.24%+315
CROWDSTRIKE HLDGS INC(CRWD)4,4384,43801,2451,5190.18%+274
NETFLIX INC(NFLX)56256203995010.06%+102
ATLASSIAN CORPORATION1,1171,11701772720.03%+94
META PLATFORMS INC(META)6,1946,19403,5463,6270.42%+81
ADVANTAGE SOLUTIONS INC018,867+18,8670550.01%+55
SPDR S&P 500 ETF TR(SPY)1,2391,23907117260.08%+15
WORKDAY INC(WDAY)89689602192310.03%+12
ISHARES U S ETF TR
IT RT HDG HGYL
21,91521,91501,8901,8920.22%+2
SNOWFLAKE INC(SNOW)28280340.00%+1
SERVICENOW INC(NOW)660560.00%+1
ROOT INC(ROOT)10100010.00%0
LYFT INC(LYFT)2,2442,244029290.00%0
DISNEY WALT CO(DIS)22220220.00%0
AFFIRM HLDGS INC(AFRM)(Put)60,30050,000-10,3002,4612,4610
AIRBNB INC(Put)146,500210,000+63,50018,57818,5780
COINBASE GLOBAL INC(Put)473,500137,500-336,0006,1136,1130
MAPLEBEAR INC(CART)(Put)20,800373,300+352,5008478470
MICROSOFT CORP(MSFT)(Put)17,700353,000+335,3007,6167,6160
BERKSHIRE HATHAWAY INC DEL10100550.00%-0
ADVANTAGE SOLUTIONS INC4,7160-4,71600-0
OPENDOOR TECHNOLOGIES INC(OPEN)4,4224,4220970.00%-2
ISHARES TR4,6994,69902732690.03%-4
ISHARES TR7,6007,60006105980.07%-13
CURIS INC6,6536,653036200.00%-16
DIGITALOCEAN HLDGS INC(DOCN)3,0883,08801251050.01%-20
INVIVYD INC79,86979,869081350.00%-46
ADVANTAGE SOLUTIONS INC18,8670-18,867650-65
ROCKET PHARMACEUTICALS INC11,33511,33502091420.02%-67
ISHARES TR19,87619,87602,2462,1240.25%-122
PINTEREST INC(PINS)98,47398,47303,1882,8560.33%-332
ALPHABET INC(GOOG)2,0800-2,0803480-348
VANGUARD MUN BD FDS435,683435,683022,27221,8412.54%-431
CLOUDFLARE INC(NET)7,0401,040-6,0005691120.01%-457
ISHARES TR221,667221,667024,08023,6192.74%-461
ALPHABET INC(GOOG)2,8200-2,8204680-468
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
56,39818,898-37,5001,5165090.06%-1,007
ROBINHOOD MKTS INC(HOOD)88,8710-88,8712,0810-2,081
REDDIT INC(RDDT)(Put)33,7000-33,7002,2220-2,222
SALESFORCE INC(CRM)9,62828-9,6002,63590.00%-2,626
REDDIT INC(RDDT)45,20067-45,1332,980110.00%-2,969
MICROSOFT CORP(MSFT)17,71212-17,7007,62150.00%-7,616
SAMSARA INC(IOT)(Put)229,4000-229,40011,0390-11,039
SAMSARA INC(IOT)229,5860-229,58611,0480-11,048
NU HLDGS LTD(NU)14,359,50015,285,500+926,000196,007158,35818.39%-37,649
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
1,392,0000-1,392,00070,2120-70,212
COINBASE GLOBAL INC1,767,5620-1,767,562314,9270-314,927
Page 1 of 1