Q4 2025 · 13F-HR
a16z Capital Management, L.L.C.holdings as filed
Filed 2026-02-17 · accession 0001540358-26-000003
$1.58B
Reported value
13
Positions
2025-12-31
Period end
The Brief · a16z Capital Management, L.L.C. · Q4 2025
AI · grounded in 13F
a16z Capital Management, L.L.C. established a new position in NAVN valued at $464.5M. The fund also added a new position in XHC worth $129,074. Simultaneously, the manager trimmed its holdings in RVMD by 66.49% and reduced its stake in OMDA by 25%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 316841105 | FIG | FIGMA INC | $607.1M | 38.4% | 16,246,129 | Common | SOLE |
| 639193101 | NAVN | NAVAN INC | $464.5M | 29.4% | 27,195,364 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $140.3M | 8.88% | 212,531 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $73.4M | 4.64% | 921,099 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $70.5M | 4.46% | 1,702,225 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $66.2M | 4.19% | 1,016,697 | Common | SOLE |
| 68170A108 | OMDA | OMADA HEALTH INC | $54.6M | 3.46% | 3,460,929 | Common | SOLE |
| 09077V100 | BIOA | BIOAGE LABS INC | $44.1M | 2.79% | 3,233,170 | Common | SOLE |
| 63909J108 | NAUT | NAUTILUS BIOTECHNOLOGY INC | $34.4M | 2.18% | 17,653,917 | Common | SOLE |
| 13463J101 | CAMP | CAMP4 THERAPEUTICS CORP | $13.0M | 0.82% | 2,125,339 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $10.6M | 0.67% | 2,862,500 | Common | SOLE |
| 37611X209 | DNA | GINKGO BIOWORKS HOLDINGS INC | $902,200 | 0.06% | 108,568 | Common | SOLE |
| 426927109 | XHC | HERITAGE COMM CORP | $129,074 | 0.01% | 82,740 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.