Software ThesisAs of 2026-06-30
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.
$14.21BAUM
16Holdings
2026-06-30 Summary
2개 종목 신규 매수 (SPCX, RBLX) · 3개 비중 축소 · Top holding: SPCX 90.0%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준
Holdings
16 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  SPCXSPACE EXPLORATION TECHN CORP | 89.97% | 74,855,020 | $12.79B | - | New Position |
| 2 |  NAVNNAVAN INC | 4.54% | 28,218,676 | $645.36M | +0.00% | No Change |
| 3 |  RVMDREVOLUTION MEDICINES INC | 1.21% | 921,099 | $172.50M | +0.00% | No Change |
| 4 |  METAMETA PLATFORMS INC | 0.84% | 212,531 | $119.72M | +0.00% | No Change |
| 5 |  FIGFIGMA INC | 0.76% | 5,983,308 | $108.24M | -62.63% | Partial Sell |
| 6 |  BIOABIOAGE LABS INC | 0.56% | 3,233,170 | $79.24M | +0.00% | No Change |
| 7 |  XYZBLOCK INC | 0.54% | 1,016,697 | $77.27M | +0.00% | No Change |
| 8 |  ERASERASCA INC | 0.37% | 2,862,500 | $52.44M | +0.00% | No Change |
| 9 |  MAZEMAZE THERAPEUTICS INC | 0.36% | 1,702,225 | $50.79M | +0.00% | No Change |
| 10 |  OMDAOMADA HEALTH INC | 0.18% | 1,153,639 | $25.32M | -50.00% | Partial Sell |
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