a16z Capital Management, L.L.C.
MENLO PARK CA · SEC CIK 0001540358
$12.91亿2026Q1 申报市值
16持仓数
96.0%前十大占比 · 第一大 28.9%
4 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DMRA 新建仓+$3,201.65万
NAVN 加仓+$1,354.87万
AKTS 新建仓+$742.43万
BTGO 新建仓+$548.41万
IP STRATEGY HOLD 新建仓+$2.18万
2026Q1 卖出最多 按季末市值估算
OMDA 减仓-$1,450.13万
FIG 减仓-$496.26万
HERITAGE COMM CO 清仓-$99.37万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NAVN | NAVAN INC | $3.74亿 | 28.95% | 28,218,676 | 1,023,312 | 3.8% | $1,354.87万 | 加仓 |
| FIG | FIGMA INC | $3.38亿 | 26.23% | 16,011,378 | -234,751 | -1.4% | -$496.26万 | 减仓 |
| META | META PLATFORMS INC | $1.22亿 | 9.42% | 212,531 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $8,957.69万 | 6.94% | 921,099 | 0 | 0.0% | — | 不变 |
| — | NAUTILUS BIOTECHNOLOGY INC | $6,849.72万 | 5.31% | 17,653,917 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $6,118.48万 | 4.74% | 1,016,697 | 0 | 0.0% | — | 不变 |
| BIOA | BIOAGE LABS INC | $5,654.81万 | 4.38% | 3,233,170 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $5,081.14万 | 3.94% | 1,702,225 | 0 | 0.0% | — | 不变 |
| ERAS | ERASCA INC | $4,631.52万 | 3.59% | 2,862,500 | 0 | 0.0% | — | 不变 |
| DMRA | DAMORA THERAPEUTICS INC | $3,201.65万 | 2.48% | 1,236,157 | 1,236,157 | — | $3,201.65万 | 新建仓 |
| OMDA | OMADA HEALTH INC | $2,900.26万 | 2.25% | 2,307,284 | -1,153,645 | -33.3% | -$1,450.13万 | 减仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $937.27万 | 0.73% | 2,125,339 | 0 | 0.0% | — | 不变 |
| AKTS | AKTIS ONCOLOGY INC | $742.43万 | 0.58% | 415,000 | 415,000 | — | $742.43万 | 新建仓 |
| BTGO | BITGO HOLDINGS INC | $548.41万 | 0.42% | 666,356 | 666,356 | — | $548.41万 | 新建仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $66.55万 | 0.05% | 108,568 | 0 | 0.0% | — | 不变 |
| — | IP STRATEGY HOLDINGS INC | $2.18万 | 0.00% | 82,740 | 82,740 | — | $2.18万 | 新建仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -82,740 | -100.0% | -$99.37万 | 清仓 |