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a16z Capital Management, L.L.C.

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13F filer, CIK 1540358, MENLO PARK, CA

a16z Capital Management, L.L.C. reported $312,909,254 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001415889-25-021833

Period
2025-06-30
Reported value
$313M
Holdings
10
Top 10 weight
100%
New
1
Sold out
4

Part of the filer group a16z Capital Management, L.L.C.

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OMDAnew+4,614,574$84.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DASHexited-1,597,010-$292M
IOTexited-3,995,652-$153M
ACCOLADE INCexited-5,398,708-$37.7M
CYNexited-57,584-$261K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001415889-25-021833, largest first. % of portfolio is the value over $312,909,254, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748,523 shares; 2024Q4: 2,748,523 shares; 2025Q1: 2,748,523 shares; 2025Q2: 2,748,523 shares 2,748,523$101M32.32%0Timeline
OMDAOMADA HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,614,574 shares 4,614,574$84.4M26.99%newTimeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016,697 shares; 2024Q4: 1,016,697 shares; 2025Q1: 1,016,697 shares; 2025Q2: 1,016,697 shares 1,016,697$69.1M22.07%0Timeline
MAZEMAZE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,702,225 shares; 2025Q2: 1,702,225 shares 1,702,225$20.9M6.67%0Timeline
BIOABIOAGE LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013,975 shares; 2024Q4: 3,233,170 shares; 2025Q1: 3,233,170 shares; 2025Q2: 3,233,170 shares 3,233,170$13.4M4.27%0Timeline
NAUTNAUTILUS BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,653,917 shares; 2024Q4: 17,653,917 shares; 2025Q1: 17,653,917 shares; 2025Q2: 17,653,917 shares 17,653,917$12.8M4.09%0Timeline
ERASERASCA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862,500 shares; 2024Q4: 2,862,500 shares; 2025Q1: 2,862,500 shares; 2025Q2: 2,862,500 shares 2,862,500$3.64M1.16%0Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200,821 shares; 2024Q4: 6,200,821 shares; 2025Q1: 6,200,821 shares; 2025Q2: 6,200,821 shares 6,200,821$3.31M1.06%0Timeline
CAMPCAMP4 THERAPEUTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,125,339 shares; 2025Q1: 2,125,339 shares; 2025Q2: 2,125,339 shares 2,125,339$3.08M0.98%0Timeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,568 shares; 2024Q4: 108,568 shares; 2025Q1: 108,568 shares; 2025Q2: 108,568 shares 108,568$1.22M0.39%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DASHDOORDASH INC1,597,010$292Mshares
IOTSAMSARA INC3,995,652$153Mshares
ACCOLADE INCACCOLADE INC5,398,708$37.7Mshares
CYNCYNGN INC57,584$261Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001415889-25-021833 base2025-08-14acceptance time not in the bulk data set