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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 $1,579,784,578 across 13 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 99.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001540358-26-000003

Period
2025-12-31
Reported value
$1.58B
Holdings
13
Top 10 weight
99.26%
New
2
Sold out
0

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

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NAVNnew+27,195,364$464M
HTBKnew+82,740$129K

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
RVMDreduced-1,827,424-$146M
OMDAreduced-1,153,645-$18.2M

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, Q4 2025

Share positions as resolved from 13F-HR 0001540358-26-000003, largest first. % of portfolio is the value over $1,579,784,578, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,246,129 shares; 2025Q4: 16,246,129 shares 16,246,129$607M38.43%0Timeline
NAVNNAVAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,195,364 shares 27,195,364$464M29.4%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,531 shares; 2025Q4: 212,531 shares 212,531$140M8.88%0Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748,523 shares; 2024Q4: 2,748,523 shares; 2025Q1: 2,748,523 shares; 2025Q2: 2,748,523 shares; 2025Q3: 2,748,523 shares; 2025Q4: 921,099 shares 921,099$73.4M4.64%-1,827,424Timeline
MAZEMAZE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,702,225 shares; 2025Q2: 1,702,225 shares; 2025Q3: 1,702,225 shares; 2025Q4: 1,702,225 shares 1,702,225$70.5M4.46%0Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016,697 shares; 2024Q4: 1,016,697 shares; 2025Q1: 1,016,697 shares; 2025Q2: 1,016,697 shares; 2025Q3: 1,016,697 shares; 2025Q4: 1,016,697 shares 1,016,697$66.2M4.19%0Timeline
OMDAOMADA HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,614,574 shares; 2025Q3: 4,614,574 shares; 2025Q4: 3,460,929 shares 3,460,929$54.6M3.46%-1,153,645Timeline
BIOABIOAGE LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013,975 shares; 2024Q4: 3,233,170 shares; 2025Q1: 3,233,170 shares; 2025Q2: 3,233,170 shares; 2025Q3: 3,233,170 shares; 2025Q4: 3,233,170 shares 3,233,170$44.1M2.79%0Timeline
NAUTNAUTILUS BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,653,917 shares; 2024Q4: 17,653,917 shares; 2025Q1: 17,653,917 shares; 2025Q2: 17,653,917 shares; 2025Q3: 17,653,917 shares; 2025Q4: 17,653,917 shares 17,653,917$34.4M2.18%0Timeline
CAMPCAMP4 THERAPEUTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,125,339 shares; 2025Q1: 2,125,339 shares; 2025Q2: 2,125,339 shares; 2025Q3: 2,125,339 shares; 2025Q4: 2,125,339 shares 2,125,339$13M0.82%0Timeline
ERASERASCA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862,500 shares; 2024Q4: 2,862,500 shares; 2025Q1: 2,862,500 shares; 2025Q2: 2,862,500 shares; 2025Q3: 2,862,500 shares; 2025Q4: 2,862,500 shares 2,862,500$10.6M0.67%0Timeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,568 shares; 2024Q4: 108,568 shares; 2025Q1: 108,568 shares; 2025Q2: 108,568 shares; 2025Q3: 108,568 shares; 2025Q4: 108,568 shares 108,568$902K0.06%0Timeline
HTBKHERITAGE COMM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,740 shares 82,740$129K0.01%newTimeline

How Q4 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 0001540358-26-000003 base2026-02-17acceptance time not in the bulk data set