a16z Capital Management, L.L.C. 13F 持仓 · 2026年Q2
a16z Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 142.15 亿美元。前几大持仓：SPCX（89.97%）、NAVN（4.54%）、RVMD（1.21%）。本季前 25 大持仓中：新建仓 4 只、减持 3 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $12.79B | 89.97% | 74.9M | 新建仓 |
| 2 | NAVN | NAVAN INC | $645.4M | 4.54% | 28.2M | 持平 |
| 3 | RVMD | REVOLUTION MEDICINES INC | $172.5M | 1.21% | 921,099 | 持平 |
| 4 | META | META PLATFORMS INC | $119.7M | 0.84% | 212,531 | 持平 |
| 5 | FIG | FIGMA INC | $108.2M | 0.76% | 6.0M | 减持 |
| 6 | BIOA | BIOAGE LABS INC | $79.2M | 0.56% | 3.2M | 持平 |
| 7 | XYZ | BLOCK INC | $77.3M | 0.54% | 1.0M | 持平 |
| 8 | ERAS | ERASCA INC | $52.4M | 0.37% | 2.9M | 持平 |
| 9 | MAZE | MAZE THERAPEUTICS INC | $50.8M | 0.36% | 1.7M | 持平 |
| 10 | DMRA | DAMORA THERAPEUTICS INC | $32.2M | 0.23% | 1.2M | 持平 |
| 11 | OMDA | OMADA HEALTH INC | $25.3M | 0.18% | 1.2M | 减持 |
| 12 | NAUT | NAUTILUS BIOTECHNOLOGY INC | $16.9M | 0.12% | 9.1M | 减持 |
| 13 | RBLX | ROBLOX CORP | $14.9M | 0.11% | 274,570 | 新建仓 |
| 14 | AKTS | AKTIS ONCOLOGY INC | $13.4M | 0.09% | 415,000 | 持平 |
| 15 | CAMP | CAMP4 THERAPEUTICS CORP | $9.3M | 0.07% | 2.1M | 持平 |
| 16 | BTGO | BITGO HOLDINGS INC | $3.5M | 0.02% | 666,356 | 持平 |
| 17 | KLRA | KAILERA THERAPEUTICS INC | $3.1M | 0.02% | 140,000 | 新建仓 |
| 18 | DNA | GINKGO BIOWORKS HOLDINGS INC | $1.1M | 0.01% | 108,568 | 持平 |
| 19 | IPST | IP STRATEGY HOLDINGS INC | $0 | 0.00% | 0 | 清仓 |
| 20 | IPST | IP STRATEGY HOLDINGS INC | $9,722 | 0.00% | 4,137 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR