Software ThesisAs of 2025-12-31
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.
$1.58BAUM
6Holdings
2025-12-31 Summary
2개 비중 축소 · Top holding: META 8.9%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준Holdings
6 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  METAMETA PLATFORMS INC | 36.96% | 212,531 | $140.29M | +0.00% | No Change |
| 2 |  RVMDREVOLUTION MEDICINES INC | 19.33% | 921,099 | $73.37M | -66.49% | Partial Sell |
| 3 |  XYZBLOCK INC | 17.44% | 1,016,697 | $66.18M | +0.00% | No Change |
| 4 |  OMDAOMADA HEALTH INC | 14.39% | 3,460,929 | $54.61M | -25.00% | Partial Sell |
| 5 |  NAUTNAUTILUS BIOTECHNOLOGY INC | 9.07% | 17,653,917 | $34.43M | +0.00% | No Change |
| 6 |  ERASERASCA INC | 2.81% | 2,862,500 | $10.65M | +0.00% | No Change |
FAQ
Need Deeper Analysis?
Track Marc Andreessen's portfolio changes in real-time,
compare gurus head-to-head, and analyze performance vs S&P 500 with Premium.