a16z Perennial Management, L.P. – Q2 2026 PF Holdings AUM: $1.38B NEWLY BOUGHT Top-25: #GLDM #RPAR #FIG #IEMG #BAR #GUNR #TIP #MBB #IVE #EMXC #WLTH #DFIV #SCHP #IWM #VWO #BRK.A #RDDT #INTC #SHV INCREASED Top-25: #COIN #NU #VOO #AGG #VEA #IVV #GOVT #RBLX #OMDA #DOCN #SPY NO-CHANGE Top-25: #DIS #PINS #BITB #DFAC #IAUM #WVE #CMF #ETHW #IVVD #RCKT REDUCED Top-25: #IOT #AVGO #ABNB #HOOD #META #AXP #VTI #JAAA #OKTA #RVMD #AFRM #AMZN #CRWD #AAPL #GOOGL #CART #GOOG #NVDA #MSFT #NFLX #DASH SOLD-OFF Top-15: #XHLF #BRK.B #TSLA #WMT #LLY #GE #PLTR #JPM #GS #MU #MS #XOM #JNJ #AMD #AON Positive Returns (YTD): #MU:+205% #AMD:+124% #XOM:+31% #JNJ:+26% #MS:+19% #GE:+14% #GS:+13% #JPM:+11% #LLY:+9% #PLTR:+5% #AON:+4% #WMT:+2% #BRK.B:+2% Negative Returns: #TSLA:-22% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 2026 net investment value - Returns are presented on a YTD basis