a16z Perennial Management, L.P.
MENLO PARK CA · SEC CIK 0002009275
$12.37亿2026Q2 申报市值
63持仓数
78.4%前十大占比 · 第一大 17.4%
19 / 110新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$5,349.83万
AGG 加仓+$2,916.15万
VEA 加仓+$2,065.55万
RPAR 新建仓+$1,617.70万
GLDM 新建仓+$1,573.39万
2026Q2 卖出最多 按季末市值估算
XHLF 清仓-$7,005.94万
OKTA 减仓-$3,175.19万
IOT 减仓-$2,092.87万
AXP 减仓-$1,925.62万
RVMD 减仓-$987.42万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -1,469 | -100.0% | -$46.73万 | 清仓 |
| — | OKTA INC 看跌期权 | $0 | 0.00% | 0 | -235,800 | -100.0% | -$46.69万 | 清仓 |
| — | SAMSARA INC 看跌期权 | $0 | 0.00% | 0 | -1,321,200 | -100.0% | -$46.24万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -1,238 | -100.0% | -$44.28万 | 清仓 |
| MRK | MERCK &CO INC | $0 | 0.00% | 0 | -3,612 | -100.0% | -$43.45万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,287 | -100.0% | -$42.33万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -2,546 | -100.0% | -$42.10万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -3,547 | -100.0% | -$42.08万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,356 | -100.0% | -$41.23万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -2,618 | -100.0% | -$39.99万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,117 | -100.0% | -$39.52万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,993 | -100.0% | -$39.31万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -590 | -100.0% | -$37.49万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -3,024 | -100.0% | -$37.13万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -724 | -100.0% | -$36.18万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $0 | 0.00% | 0 | -21,108 | -100.0% | -$35.82万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -4,636 | -100.0% | -$34.54万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,505 | -100.0% | -$33.07万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,815 | -100.0% | -$33.07万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -584 | -100.0% | -$32.06万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -10,959 | -100.0% | -$31.46万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -1,321 | -100.0% | -$30.44万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -440 | -100.0% | -$30.02万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,852 | -100.0% | -$29.58万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,509 | -100.0% | -$29.30万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -615 | -100.0% | -$29.19万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -10,118 | -100.0% | -$28.41万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -905 | -100.0% | -$28.13万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -23,859 | -100.0% | -$26.91万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -3,156 | -100.0% | -$26.90万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,906 | -100.0% | -$26.44万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -490 | -100.0% | -$26.36万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -2,886 | -100.0% | -$26.27万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,475 | -100.0% | -$25.88万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,226 | -100.0% | -$25.27万 | 清仓 |
| CLOZ | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | -9,850 | -100.0% | -$25.27万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -11,614 | -100.0% | -$25.16万 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $0 | 0.00% | 0 | -12,699 | -100.0% | -$25.08万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -7,243 | -100.0% | -$24.29万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,847 | -100.0% | -$24.18万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -550 | -100.0% | -$23.78万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -1,852 | -100.0% | -$23.56万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,606 | -100.0% | -$23.56万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -3,124 | -100.0% | -$23.51万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -1,100 | -100.0% | -$23.50万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,498 | -100.0% | -$23.26万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -4,478 | -100.0% | -$23.01万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -973 | -100.0% | -$22.99万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,460 | -100.0% | -$22.85万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -4,496 | -100.0% | -$22.78万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -803 | -100.0% | -$22.57万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,054 | -100.0% | -$22.14万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -3,786 | -100.0% | -$22.14万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -5,648 | -100.0% | -$22.07万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -3,790 | -100.0% | -$21.59万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,237 | -100.0% | -$21.35万 | 清仓 |
| E | ENI SPA | $0 | 0.00% | 0 | -3,701 | -100.0% | -$20.95万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -1,123 | -100.0% | -$20.95万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,007 | -100.0% | -$20.93万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -1,458 | -100.0% | -$20.88万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -540 | -100.0% | -$20.51万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -730 | -100.0% | -$20.28万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -1,126 | -100.0% | -$20.27万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -6,939 | -100.0% | -$20.12万 | 清仓 |
| — | REVOLUTION MEDICINES INC 看跌期权 | $0 | 0.00% | 0 | -27,300 | -100.0% | -$19.52万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -17,819 | -100.0% | -$14.15万 | 清仓 |
| — | MAPLEBEAR INC 看跌期权 | $0 | 0.00% | 0 | -32,000 | -100.0% | -$7.04万 | 清仓 |
| ICL | ICL GROUP LTD | $0 | 0.00% | 0 | -12,896 | -100.0% | -$6.68万 | 清仓 |
| — | ROBINHOOD MKTS INC 看跌期权 | $0 | 0.00% | 0 | -14,500 | -100.0% | -$5.08万 | 清仓 |
| — | COINBASE GLOBAL INC 看跌期权 | $0 | 0.00% | 0 | -120,700 | -100.0% | -$3.50万 | 清仓 |
| — | NU HLDGS LTD 看跌期权 | $0 | 0.00% | 0 | -1,367,500 | -100.0% | -$1.37万 | 清仓 |
| — | DIGITALOCEAN HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -15,400 | -100.0% | -$3,850 | 清仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$581 | 清仓 |