a16z Capital Management, L.L.C. reported 18 positions worth $14.21B for the quarter ended Jun 30, 2026, up 1,001.4% on the prior quarter. It opened 3 new positions, added to 0, trimmed 3 and exited 0. Its largest holding is Space Exploration Technologies Corp at 90% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 74.86M | $12.79B | 89.97% | +74.86M | – | New | 0.57% |
| 2 | NAVN Navan, Inc. | Technology | 28.22M | $645.36M | 4.54% | 0 | 0.0% | Unchanged | 11.17% |
| 3 | RVMD Revolution Medicines, Inc. | Healthcare | 921.1K | $172.50M | 1.21% | 0 | 0.0% | Unchanged | 0.43% |
| 4 | META Meta Platforms, Inc. | Technology | 212.5K | $119.72M | 0.842% | 0 | 0.0% | Unchanged | 0.01% |
| 5 | FIG Figma, Inc. | Technology | 5.98M | $108.24M | 0.761% | -10.03M | -62.6% | Reduced | 1.32% |
| 6 | BIOA BioAge Labs, Inc. | Healthcare | 3.23M | $79.24M | 0.557% | 0 | 0.0% | Unchanged | 7.06% |
| 7 | XYZ Block, Inc. | Technology | 1.02M | $77.27M | 0.544% | 0 | 0.0% | Unchanged | 0.17% |
| 8 | ERAS Erasca, Inc. | Healthcare | 2.86M | $52.44M | 0.369% | 0 | 0.0% | Unchanged | 0.92% |
| 9 | MAZE Maze Therapeutics, Inc. | Healthcare | 1.70M | $50.79M | 0.357% | 0 | 0.0% | Unchanged | 2.89% |
| 10 | DMRA Damora Therapeutics, Inc. | Healthcare | 1.24M | $32.15M | 0.226% | 0 | 0.0% | Unchanged | 2% |
| 11 | OMDA Omada Health, Inc. | Healthcare | 1.15M | $25.32M | 0.178% | -1.15M | -50.0% | Reduced | 1.9% |
| 12 | NAUT Nautilus Biotechnology, Inc. | Healthcare | 9.06M | $16.95M | 0.119% | -8.59M | -48.7% | Reduced | 7.13% |
| 13 | RBLX Roblox Corp | Technology | 274.6K | $14.93M | 0.105% | +274.6K | – | New | 0.04% |
| 14 | AKTS Aktis Oncology, Inc. | Healthcare | 415.0K | $13.38M | 0.094% | 0 | 0.0% | Unchanged | 0.75% |
| 15 | CAMP Camp4 Therapeutics Corp | Healthcare | 2.13M | $9.29M | 0.065% | 0 | 0.0% | Unchanged | 3.67% |
Tip. Select a row to see that position’s full history at a16z Capital Management, L.L.C.
As of its Q2 2026 13F filing, a16z Capital Management, L.L.C.’s five largest positions were Space Exploration Technologies Corp (SPCX) at 90.0%, Navan, Inc. (NAVN) at 4.5%, Revolution Medicines, Inc. (RVMD) at 1.2%, Meta Platforms, Inc. (META) at 0.8%, Figma, Inc. (FIG) at 0.8% of the reported portfolio.
a16z Capital Management, L.L.C. reported a 13F portfolio worth $14.21B across 18 positions for Q2 2026. That is up 1,001.4% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($12.79B), Roblox Corp ($14.93M), Kailera Therapeutics, Inc. ($3.08M). It opened 3 new positions.
Its largest sales by value were Figma, Inc. ($181.41M), Omada Health, Inc. ($25.32M), Nautilus Biotechnology, Inc. ($16.06M). It exited 0 positions entirely.
From the Form 13F-HR reports a16z Capital Management, L.L.C. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.