Software ThesisAs of 2026-03-31
Marc Andreessen
AH Capital Management LLC
Proponent of "Software is eating the world." Co-founder of a16z venture capital and Netscape founder, an icon of Silicon Valley.
$1.29BAUM
15Holdings
2026-03-31 Summary
3개 종목 신규 매수 (DMRA, AKTS, BTGO) · 1개 종목 추가 매수 (NAVN) · 2개 비중 축소 · Top holding: NAVN 28.9%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준
Holdings
15 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  NAVNNAVAN INC | 28.95% | 28,218,676 | $373.62M | +3.76% | Added |
| 2 |  FIGFIGMA INC | 26.23% | 16,011,378 | $338.48M | -1.44% | Partial Sell |
| 3 |  METAMETA PLATFORMS INC | 9.42% | 212,531 | $121.60M | +0.00% | No Change |
| 4 |  RVMDREVOLUTION MEDICINES INC | 6.94% | 921,099 | $89.58M | +0.00% | No Change |
| 5 |  NAUTNAUTILUS BIOTECHNOLOGY INC | 5.31% | 17,653,917 | $68.50M | +0.00% | No Change |
| 6 |  XYZBLOCK INC | 4.74% | 1,016,697 | $61.18M | +0.00% | No Change |
| 7 |  BIOABIOAGE LABS INC | 4.38% | 3,233,170 | $56.55M | +0.00% | No Change |
| 8 |  MAZEMAZE THERAPEUTICS INC | 3.94% | 1,702,225 | $50.81M | +0.00% | No Change |
| 9 |  ERASERASCA INC | 3.59% | 2,862,500 | $46.32M | +0.00% | No Change |
| 10 |  DMRADAMORA THERAPEUTICS INC | 2.48% | 1,236,157 | $32.02M | - | New Position |
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