A16Z Capital Management, L.L.C. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, A16Z Capital Management, L.L.C. disclosed 18 stock positions valued at approximately $14.21B as of quarter-end June 30, 2026. The largest holdings include SPACE EXPLORATION TECHN CORP, NAVAN INC, and REVOLUTION MEDICINES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 18
- Portfolio Value
- $14.21B
Holdings by Sector
A16Z Capital Management, L.L.C. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | SPCX | Industrials | 89.97% | 74,855,020 | +74,855,020 | +100.00% | $12,789,728,717 |
| NAVAN INC | NAVN | Technology | 4.54% | 28,218,676 | - | - | $645,361,120 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 1.21% | 921,099 | - | - | $172,503,421 |
| META PLATFORMS INC | META | Communication Services | 0.84% | 212,531 | - | - | $119,716,587 |
| FIGMA INC | FIG | Technology | 0.76% | 5,983,308 | -10,028,070 | -62.63% | $108,238,042 |
| BIOAGE LABS INC | BIOA | Healthcare | 0.56% | 3,233,170 | - | - | $79,244,997 |
| BLOCK INC | SQ | Technology | 0.54% | 1,016,697 | - | - | $77,268,972 |
| ERASCA INC | ERAS | Healthcare | 0.37% | 2,862,500 | - | - | $52,441,000 |
| MAZE THERAPEUTICS INC | MAZE | Healthcare | 0.36% | 1,702,225 | - | - | $50,794,394 |
| OMADA HEALTH INC | OMDA | Healthcare | 0.18% | 1,153,639 | -1,153,645 | -50.00% | $25,322,376 |
| NAUTILUS BIOTECHNOLOGY INC | NAUT | Healthcare | 0.12% | 9,063,054 | -8,590,863 | -48.66% | $16,947,911 |
| ROBLOX CORP | RBLX | Communication Services | 0.11% | 274,570 | +274,570 | +100.00% | $14,931,117 |
| AKTIS ONCOLOGY INC | AKTS | Healthcare | 0.09% | 415,000 | - | - | $13,375,450 |
| CAMP4 THERAPEUTICS CORP | CAMP | Healthcare | 0.07% | 2,125,339 | - | - | $9,287,731 |
| BITGO HOLDINGS INC | BTGO | Financial Services | 0.02% | 666,356 | - | - | $3,451,724 |
| KAILERA THERAPEUTICS INC | KLRA | Healthcare | 0.02% | 140,000 | +140,000 | +100.00% | $3,084,200 |
| GINKGO BIOWORKS HOLDINGS INC | DNA | Healthcare | 0.01% | 108,568 | - | - | $1,075,909 |
| IP STRATEGY HOLDINGS INC | IPST | Financial Services | 0.00% | 4,137 | +4,137 | +100.00% | $9,722 |
Showing 18 of 18 holdings in the latest reporting period.