DOSSIER · 13F-HR · Q2 2026
a16z Perennial Management, L.P.
$1.2B in tracked AUM across 63 positions as of Q2 2026.
AP
CIK 0002009275 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
As of the reporting period ended September 30, 2025, a16z Perennial Management, L.P. managed a portfolio totaling approximately $1.07 billion across 71 holdings. This represents a significant decrease in portfolio value of 17.7% compared to the previous quarter ($1.31B). The portfolio is characterized by an exceptionally high concentration risk, with a "barbell" structure that heavily favors a small number of core positions while maintaining a long tail of smaller, diversi...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.