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a16z Capital Management, L.L.C.

Q4 2025 · Filed 2026-02-17
Market Value
$1.6B
+13.3%
Holdings
13
+1
New Purchases
2
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
99.3%
Turnover
15.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NAVN 29.40% 0.00% +29.40% $464M
BIOA 2.79% 1.36% +1.43% $44M
MAZE 4.46% 3.16% +1.30% $71M
NAUT 2.18% 1.07% +1.11% $34M
CAMP 0.82% 0.46% +0.37% $13M
ERAS 0.67% 0.45% +0.23% $11M
HTBK 0.01% 0.00% +0.01% $129K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FIG 38.43% 60.41% -21.98% $607M
RVMD 4.64% 9.20% -4.56% $73M
OMDA 3.46% 7.31% -3.86% $55M
META 8.88% 11.19% -2.31% $140M
SQ 4.19% 5.27% -1.08% $66M
DNA 0.06% 0.11% -0.06% $902K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $140M 8.9%
Large Cap 3 $747M 47.3%
Mid Cap 2 $475M 30.1%
Small Cap 6 $205M 13.0%
Micro Cap 1 $13M 0.8%

Portfolio Analytics

Avg Market Cap
$127.5B
Median Market Cap
$1.4B
Avg P/E
29.8
Median P/E
21.9
Avg Dividend Yield
0.00%
Avg Beta
1.15
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FIG 38.43% 16,246,129 $607M $37.37 -$236M
2 NAVN 29.40% 27,195,364 $464M $17.08 +27,195,364 NEW
3 META 8.88% 212,531 $140M $660.09 -$16M
4 RVMD 4.64% 921,099 $73M $79.65 -$55M -1,827,424 -66.5%
5 MAZE 4.46% 1,702,225 $71M $41.43 $26M
6 SQ 4.19% 1,016,697 $66M $65.09 -$7M
7 OMDA 3.46% 3,460,929 $55M $15.78 -$47M -1,153,645 -25.0%
8 BIOA 2.79% 3,233,170 $44M $13.63 $25M
9 NAUT 2.18% 17,653,917 $34M $1.95 $20M
10 CAMP 0.82% 2,125,339 $13M $6.13 $7M
11 ERAS 0.67% 2,862,500 $11M $3.72 $4M
12 DNA 0.06% 108,568 $902K $8.31 -$681K
13 HTBK 0.01% 82,740 $129K $1.56 +82,740 NEW

New Positions

SymbolValue% Port
NAVN $464M 29.40%
HTBK $129K 0.01%
View SEC EDGAR Filings for a16z Capital Management, L.L.C. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms