Software Thesis2025-12-31 기준
Marc Andreessen
AH Capital Management LLC
"소프트웨어가 세상을 먹는다(Software is eating the world)"의 주창자. a16z 벤처캐피탈의 공동설립자이자, 넷스케이프 창업자로 실리콘밸리의 아이콘이다.
$1.58BAUM
12Holdings
2025-12-31 요약
1개 종목 신규 매수 (NAVN) · 2개 비중 축소 · 최대 보유: FIG 38.4%
Portfolio Heatmap
크기 = 포트폴리오 비중 · 초록 = 보유량 늘림 · 빨강 = 보유량 줄임This Quarter's Trades
2025-12-31 기준New Buy1건
NAVNNAVAN INC$464.50M29.4%Holdings
12개 종목| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  DNAGINKGO BIOWORKS HOLDINGS INC | 99.83% | 108,568 | $902,200 | +0.00% | No Change |
| 2 |  FIGFIGMA INC | 0.07% | 16,246,129 | $607.12M | +0.00% | No Change |
| 3 | NAVNNAVAN INC | 0.05% | 27,195,364 | $464.50M | - | New Position |
| 4 |  METAMETA PLATFORMS INC | 0.02% | 212,531 | $140.29M | +0.00% | No Change |
| 5 |  RVMDREVOLUTION MEDICINES INC | 0.01% | 921,099 | $73.37M | -66.49% | Partial Sell |
| 6 |  MAZEMAZE THERAPEUTICS INC | 0.01% | 1,702,225 | $70.52M | +0.00% | No Change |
| 7 |  XYZBLOCK INC | 0.01% | 1,016,697 | $66.18M | +0.00% | No Change |
| 8 |  OMDAOMADA HEALTH INC | 0.01% | 3,460,929 | $54.61M | -25.00% | Partial Sell |
| 9 |  BIOABIOAGE LABS INC | 0.00% | 3,233,170 | $44.07M | +0.00% | No Change |
| 10 |  NAUTNAUTILUS BIOTECHNOLOGY INC | 0.00% | 17,653,917 | $34.43M | +0.00% | No Change |
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