a16z Capital Management, L.L.C.
a16z Capital Management, L.L.C. reported 19 US-listed holdings worth $14.21 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Space Exploration Techn Corp. Class A Com STK (90.0%), Navan Inc. (4.5%) and Revolution Medicines, Inc. (1.2%). Against the quarter before, it opened 4 positions, added to 0, trimmed 3 and sold out of 1.
Filed before as AH Capital Management, L.L.C., Ah Capital Management, L.l.c..
The 14 largest of its 19 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- Space Exploration Techn Corp. Class A Com STK SPCX$12.79 billion
- Roblox Corp. RBLX$14.9 million
- Kailera Therapeutics Inc. KLRA$3.1 million
- Ip Strategy Holdings Inc. Com IPST$9,722
Trimmed 3
- Figma Inc. FIG-10.0 million shares · -63%
- Omada Health Inc. OMDA-1.2 million shares · -50%
- Nautilus Biotechnology Inc. NAUT-8.6 million shares · -49%
Sold out of 1
- Heritage Distilling Hldg IPST$21,843 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Space Exploration Techn Corp. Class A Com STK SPCX | 74,855,020 | $12.79 billion | 89.97% | new |
| Navan Inc. NAVN | 28,218,676 | $645.4 million | 4.54% | no change |
| Revolution Medicines, Inc. RVMD | 921,099 | $172.5 million | 1.21% | no change |
| Meta Platforms, Inc. META | 212,531 | $119.7 million | 0.84% | no change |
| Figma Inc. FIG | 5,983,308 | $108.2 million | 0.76% | -10,028,070 |
| Bioage Labs Inc. BIOA | 3,233,170 | $79.2 million | 0.56% | no change |
| Block, Inc. XYZ | 1,016,697 | $77.3 million | 0.54% | no change |
| Erasca Inc. ERAS | 2,862,500 | $52.4 million | 0.37% | no change |
| Maze Therapeatics MAZE | 1,702,225 | $50.8 million | 0.36% | no change |
| Galecto Inc. DMRA | 1,236,157 | $32.2 million | 0.23% | no change |
| Omada Health Inc. OMDA | 1,153,639 | $25.3 million | 0.18% | -1,153,645 |
| Nautilus Biotechnology Inc. NAUT | 9,063,054 | $16.9 million | 0.12% | -8,590,863 |
| Roblox Corp. RBLX | 274,570 | $14.9 million | 0.11% | new |
| Aktis Oncology Inc. AKTS | 415,000 | $13.4 million | 0.09% | no change |
| CAMP4 Therapeutics Corp. CAMP | 2,125,339 | $9.3 million | 0.07% | no change |
| Bitgo Holdings Inc. BTGO | 666,356 | $3.5 million | 0.02% | no change |
| Kailera Therapeutics Inc. KLRA | 140,000 | $3.1 million | 0.02% | new |
| Ginkgo Bioworks Holdings Inc DNA | 108,568 | $1.1 million | 0.01% | no change |
| Ip Strategy Holdings Inc. Com IPST | 4,137 | $9,722 | 0.00% | new |