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ICONIQ Capital, LLC

Q3 2024 · 13F-HR

ICONIQ Capital, LLCholdings as filed

Filed 2024-11-13 · accession 0001011438-24-000607

$4.65B
Reported value
206
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74275K108PCORPROCORE TECHNOLOGIES INC$1.73B37.1%27,993,566CommonSHARED
09581B103OWLBLUE OWL CAPITAL INC$648.6M13.9%33,500,000CommonSHARED
23804L103DDOGDATADOG INC$458.0M9.84%3,980,565CommonSHARED
37637K108GTLBGITLAB INC$383.4M8.24%7,438,826CommonSHARED
464288257ACWIISHARES TR$194.0M4.17%1,622,352CommonNONE
82509L107SHOPSHOPIFY INC$149.5M3.21%1,865,685CommonSHARED
292812104ENFUSION INC$133.2M2.86%14,039,594CommonSHARED
09239B109BLBLACKLINE INC$115.1M2.47%2,087,081CommonSHARED
10576N102BRZEBRAZE INC$112.2M2.41%3,468,542CommonSHARED
11135F101AVGOBROADCOM INC$104.5M2.25%605,762CommonSHARED
N07059210ASMLASML HOLDING N V$64.0M1.38%76,780CommonSHARED
640979100NMRANEUMORA THERAPEUTICS INC.$44.9M0.96%3,398,628CommonSHARED
67066G104NVDANVIDIA CORPORATION$39.6M0.85%326,346CommonSHARED
922908769VTIVANGUARD INDEX FDS$33.8M0.73%119,272CommonSHARED
92204A207VDCVANGUARD WORLD FDS$30.5M0.65%139,463CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$30.4M0.65%427,011CommonSHARED
02079K305GOOGLALPHABET INC$29.8M0.64%179,939CommonSHARED
770700102HOODROBINHOOD MKTS INC$27.7M0.60%1,182,183CommonSHARED
922042866VPLVANGUARD INTL EQUITY INDEX F$27.3M0.59%348,218CommonSHARED
78463X509SPEMSPDR INDEX SHS FDS$26.9M0.58%651,883CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$22.6M0.48%126,616CommonSHARED
79466L302CRMSALESFORCE INC$20.1M0.43%73,396CommonSHARED
58733R102MELIMERCADOLIBRE INC$17.8M0.38%8,675CommonSHARED
78463V107GLDSPDR GOLD TR$11.7M0.25%48,021CommonNONE
210322202SOVFELEVATION SERIES TRUST$10.1M0.22%332,447CommonSHARED
464287663IUSVISHARES TR$8.3M0.18%86,783CommonSHARED
922908363VOOVANGUARD INDEX FDS$8.2M0.18%15,540CommonSHARED
464288240ACWXISHARES TR$8.0M0.17%140,116CommonSHARED
594918104MSFTMICROSOFT CORP$7.4M0.16%17,277CommonNONE
G6683N103NUNU HLDGS LTD$7.3M0.16%533,344CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.6M0.14%14,291CommonSHARED
023135106AMZNAMAZON COM INC$6.5M0.14%34,769CommonNONE
464287200IVVISHARES TR$5.8M0.13%10,122CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$5.5M0.12%103,743CommonSHARED
464286392URTHISHARES INC$5.2M0.11%33,271CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$4.9M0.10%64,573CommonSHARED
171077407NAGECHROMADEX CORP$4.7M0.10%1,296,354CommonSHARED
037833100AAPLAPPLE INC$4.7M0.10%20,090CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$4.3M0.09%18,028CommonSHARED
464287622IWBISHARES TR$4.3M0.09%13,606CommonSHARED
389637109GBTCGRAYSCALE BITCOIN TR BTC$3.9M0.08%77,932CommonSHARED
747525103QCOMQUALCOMM INC$3.8M0.08%22,375CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$3.7M0.08%30,520CommonSHARED
30303M102METAMETA PLATFORMS INC$3.1M0.07%5,348CommonNONE
50015M109KODKODIAK SCIENCES INC$2.7M0.06%1,016,864CommonSHARED
46432F842IEFAISHARES TR$2.5M0.05%32,341CommonNONE
02079K107GOOGALPHABET INC$2.5M0.05%14,659CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.3M0.05%21,498CommonNONE
833445109SNOWSNOWFLAKE INC$2.0M0.04%17,732CommonSHARED
98954M200ZZILLOW GROUP INC$2.0M0.04%31,763CommonSHARED
921908844VIGVANGUARD SPECIALIZED FUNDS$2.0M0.04%9,870CommonSHARED
464285204IAUISHARES GOLD TR$1.9M0.04%38,140CommonSHARED
25809K105DASHDOORDASH$1.6M0.04%11,503CommonSHARED
922908736VUGVANGUARD INDEX FDS$1.6M0.03%4,138CommonSHARED
532457108LLYELI LILLY & CO$1.6M0.03%1,785CommonSHARED
88160R101TSLATESLA INC$1.5M0.03%5,923CommonSHARED
30231G102XOMEXXON MOBIL CORP$1.2M0.03%9,961CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$986,9400.02%1,688CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$956,5550.02%1,079CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$948,5900.02%1,921CommonSHARED
742718109PGPROCTER AND GAMBLE CO$931,8160.02%5,380CommonNONE
92826C839VVISA INC$924,6570.02%3,363CommonNONE
437076102HDHOME DEPOT INC$904,4060.02%2,232CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$856,7240.02%4,063CommonNONE
464287168DVYISHARES TR$834,0570.02%6,175CommonSHARED
64110L106NFLXNETFLIX INC$822,7530.02%1,160CommonNONE
478160104JNJJOHNSON & JOHNSON$799,4420.02%4,933CommonNONE
670100205NVONOVO-NORDISK A S$757,5230.02%6,362CommonSHARED
00287Y109ABBVABBVIE INC$745,4870.02%3,775CommonSHARED
46434G103IEMGISHARES INC$738,6940.02%12,867CommonNONE
191216100KOCOCA COLA CO$738,2180.02%10,273CommonSHARED
060505104BACBANK AMERICA CORP$712,2560.02%17,950CommonSHARED
68389X105ORCLORACLE CORP$694,8910.01%4,078CommonSHARED
75943R102RLAYRELAY THERAPEUTICS INC$670,4550.01%94,697CommonSHARED
58933Y105MRKMERCK & CO INC$664,5530.01%5,852CommonNONE
464287101OEFISHARES TR$645,9580.01%2,334CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$623,1750.01%3,798CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$618,3920.01%1,249CommonNONE
46090E103QQQINVESCO QQQ TR$592,0290.01%1,213CommonSHARED
882508104TXNTEXAS INSTRS INC$579,6350.01%2,806CommonSHARED
G54950103LINLINDE PLC$572,2320.01%1,200CommonSHARED
921946406VYMVANGUARD WHITEHALL FDS$563,5670.01%4,396CommonSHARED
088606108BHPBHP GROUP LTD$551,3500.01%8,877CommonSHARED
47215P106JDJD.COM INC$545,1600.01%13,629CommonNONE
803054204SAPSAP SE$531,0540.01%2,318CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$521,7360.01%1,476CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$502,2790.01%812CommonSHARED
461202103INTUINTUIT$498,0420.01%802CommonSHARED
032095101APHAMPHENOL CORP NEW$484,6600.01%7,438CommonSHARED
149123101CATCATERPILLAR INC$481,4690.01%1,231CommonNONE
922908744VTVVANGUARD INDEX FDS$480,9400.01%2,755CommonSHARED
922908553VNQVANGUARD INDEX FDS$476,0920.01%4,887CommonSHARED
718172109PMPHILIP MORRIS INTL INC$473,9460.01%3,904CommonSHARED
166764100CVXCHEVRON CORP NEW$470,3800.01%3,194CommonNONE
66987V109NVSNOVARTIS AG$466,2910.01%4,054CommonSHARED
038222105AMATAPPLIED MATLS INC$463,5030.01%2,294CommonSHARED
046353108AZNNASTRAZENECA PLC$462,8630.01%5,941CommonSHARED
580135101MCDMCDONALDS CORP$462,2460.01%1,518CommonNONE
713448108PEPPEPSICO INC$461,5160.01%2,714CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$452,1230.01%788CommonNONE
922908538VOTVANGUARD INDEX FDS$447,2790.01%1,837CommonSHARED
389930108BTCGBPGRAYSCALE BITCOIN MINI TR BT$438,7570.01%77,932CommonSHARED
G87052109TELTE CONNECTIVITY PLC$434,7000.01%2,879CommonSHARED
78464A763SDYSPDR SER TR$431,9440.01%3,041CommonSHARED
17275R102CSCOCISCO SYS INC$431,2420.01%8,103CommonNONE
00724F101ADBEADOBE INC$429,7570.01%830CommonSHARED
949746101WMT2WELLS FARGO CO NEW$421,7540.01%7,466CommonSHARED
78409V104SPGIS&P GLOBAL INC$421,5620.01%816CommonSHARED
780087102RYROYAL BK CDA$420,0910.01%3,368CommonSHARED
002824100ABTABBOTT LABS$419,6710.01%3,681CommonSHARED
81762P102NOWSERVICENOW INC$414,1030.01%463CommonSHARED
65339F101NEENEXTERA ENERGY INC$407,7730.01%4,824CommonSHARED
025816109AXPAMERICAN EXPRESS CO$404,3590.01%1,491CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$397,9290.01%810CommonSHARED
75513E101RTXRTX CORPORATION$394,7390.01%3,258CommonSHARED
031162100AMGNAMGEN INC$394,7070.01%1,225CommonNONE
892331307TMTOYOTA MOTOR CORP$389,6400.01%2,182CommonSHARED
00206R102TAT&T INC$388,7620.01%17,671CommonSHARED
404280406HSBCHSBC HLDGS PLC$386,9170.01%8,562CommonSHARED
904767704UNILEVER PLC$384,4980.01%5,919CommonSHARED
235851102DHRDANAHER CORPORATION$369,7670.01%1,330CommonSHARED
743315103PGRPROGRESSIVE CORP$367,9520.01%1,450CommonSHARED
G29183103ETNEATON CORP PLC$367,8980.01%1,110CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$359,3250.01%8,001CommonNONE
548661107LOWLOWES COS INC$352,3760.01%1,301CommonSHARED
482480100KLACKLA CORP$350,8080.01%453CommonSHARED
032654105ADIANALOG DEVICES INC$346,8660.01%1,507CommonSHARED
872540109TJXTJX COS INC NEW$340,2780.01%2,895CommonSHARED
907818108UNPUNION PAC CORP$340,1420.01%1,380CommonSHARED
922908512VOEVANGUARD INDEX FDS$335,3400.01%2,000CommonSHARED
863667101SYKSTRYKER CORPORATION$334,8880.01%927CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$334,3620.01%3,990CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$328,9650.01%1,474CommonSHARED
565394103CARTMAPLEBEAR INC$312,2720.01%7,665CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE$309,5720.01%2,014CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$306,4520.01%375CommonSHARED
G5960L103MDTMEDTRONIC PLC$304,7520.01%3,385CommonSHARED
438516106HONHONEYWELL INTL INC$303,4500.01%1,468CommonNONE
922908595VBKVANGUARD INDEX FDS$302,6630.01%1,132CommonSHARED
20030N101CMCSACOMCAST CORP NEW$299,7830.01%7,177CommonSHARED
931142103WMTWALMART INC$297,6450.01%3,686CommonSHARED
337738108FISVFISERV INC$294,4460.01%1,639CommonSHARED
464287804IJRISHARES TR$293,8040.01%2,512CommonSHARED
89151E109TTENTOTALENERGIES SE$289,3680.01%4,478CommonSHARED
254687106DISDISNEY WALT CO$288,1850.01%2,996CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$287,7990.01%1,040CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$287,5430.01%657CommonSHARED
20825C104COPCONOCOPHILLIPS$284,3610.01%2,701CommonSHARED
922908611VBRVANGUARD INDEX FDS$283,3010.01%1,411CommonSHARED
835699307SONYSONY GROUP CORP$282,9880.01%2,931CommonSHARED
780259305SHELSHELL PLC$280,4190.01%4,252CommonSHARED
H1467J104CBCHUBB LIMITED$280,3150.01%972CommonSHARED
595112103MUMICRON TECHNOLOGY INC$279,9130.01%2,699CommonSHARED
040413106ANETEURARISTA NETWORKS INC$279,0370.01%727CommonSHARED
842587107SOSOUTHERN CO$278,2050.01%3,085CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$275,6820.01%2,391CommonSHARED
891160509TDTORONTO DOMINION BK ONT$269,9940.01%4,268CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$269,2330.01%1,676CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$267,0150.01%254CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$266,4060.01%698CommonSHARED
12514G108CDWCDW CORP$266,1290.01%1,176CommonSHARED
09247X101BLKCHFBLACKROCK INC$261,1150.01%275CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$259,5450.01%444CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$259,0500.01%557CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$254,9710.01%2,904CommonSHARED
09260D107BXBLACKSTONE INC$254,6550.01%1,663CommonSHARED
717081103PFEPFIZER INC$252,8200.01%8,736CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$252,7270.01%60CommonSHARED
80105N105SNYSANOFI$252,0160.01%4,373CommonSHARED
617446448MSMORGAN STANLEY$250,8010.01%2,406CommonSHARED
458140100INTCINTEL CORP$245,2740.01%10,455CommonNONE
40434L105HPQHP INC$243,8800.01%6,799CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$240,9320.01%1,036CommonSHARED
615369105MCOMOODYS CORP$239,1930.01%504CommonSHARED
11271J107BNBROOKFIELD CORP$234,9760.01%4,421CommonSHARED
172908105CTASCINTAS CORP$231,4090.00%1,124CommonSHARED
036752103ELVELEVANCE HEALTH INC$230,8800.00%444CommonSHARED
464287499IWRISHARES TR$228,7230.00%2,595CommonSHARED
759530108RELXRELX PLC$226,2890.00%4,768CommonSHARED
888787108TOSTTOAST INC$223,7060.00%7,902CommonSHARED
767204100RIORIO TINTO PLC$222,1930.00%3,122CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$221,9460.00%2,138CommonSHARED
13646K108CPCANADIAN PACIFIC KANSAS CITY$221,7200.00%2,592CommonSHARED
37733W204GSKGSK PLC$220,7110.00%5,399CommonSHARED
95040Q104WELLWELLTOWER INC$220,0840.00%1,719CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$218,4100.00%639CommonSHARED
219350105GLWCORNING INC$215,9070.00%4,782CommonSHARED
125523100CITHE CIGNA GROUP$214,1000.00%618CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$212,3180.00%3,276CommonSHARED
48251W104KKRKKR & CO INC$212,0620.00%1,624CommonSHARED
001055102AFLAFLAC INC$210,8550.00%1,886CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$210,5440.00%1,139CommonSHARED
05964H105SANBANCO SANTANDER S.A.$210,1350.00%41,203CommonSHARED
855244109SBUXSTARBUCKS CORP$210,0910.00%2,155CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$209,1370.00%538CommonSHARED
40412C101HCAHCA HEALTHCARE INC$208,4990.00%513CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$204,0570.00%923CommonSHARED
29444U700EQIXEQUINIX INC$203,2670.00%229CommonSHARED
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$195,7900.00%15,502CommonSHARED
980228308WDSWOODSIDE ENERGY GROUP LTD$194,1910.00%11,264CommonSHARED
539439109LYGLLOYDS BANKING GROUP PLC$150,0440.00%48,091CommonSHARED
60687Y109MFGMIZUHO FINANCIAL GROUP INC$127,0970.00%30,406CommonSHARED
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$125,8960.00%11,614CommonSHARED
405552100HLNHALEON PLC$106,4980.00%10,066CommonSHARED
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$80,4540.00%10,614CommonSHARED
654902204NOKNOKIA CORP$74,3160.00%17,006CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.