ICONIQ CAPITAL, LLC

PrivateCIK: 1569709
Location

SAN FRANCISCO, CA

📋 What this filing means

ICONIQ CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $3.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

76
Positions
$3.47B
Total AUM (reported)
140.13M
Total Shares

Allocation by class

TOTAL AUM$3.47B76 positions
CL A$821.04M23.6%
SHS CL A$808.45M23.3%
COM$799.57M23.0%
COM CL A$509.23M14.7%
MSCI ACWI ETF$212.98M6.1%
SPONSORED ADS$95.63M2.8%
CAP STK CL C$69.71M2.0%

Portfolio Concentration

Top 361.3%4–1027.7%11–257.9%Rest3.1%TOP 1089.0%0%100%
Top 3$2.13B61.3%
4–10$962.79M27.7%
11–25$275.69M7.9%
Rest$106.09M3.1%

Top 3 weight

61.3%

Top 10 weight

89.0%

Voting Authority Distribution

Total shares with voting rights: 140.13M

Sole

Full voting authority

1.74M

shares

% of voting shares1.2%
Shared

Joint voting authority

135.20M

shares

% of voting shares96.5%
None

No voting authority

3.18M

shares

% of voting shares2.3%

Investment Discretion (by position count)

Sole61
Shared0
Other15
Dominant voting typeShared · 96.5% of voting shares
Institutional Holdings76
Rows:

SERVICETITAN INC

DFND
SHS CL A
Shares11.43M
TypeSH
Market value$808.45M
23.29%
Sole
0.00
Shared
11.43M
None
0.00

NETSKOPE INC

DFND
CL A
Shares66.27M
TypeSH
Market value$724.97M
20.88%
Sole
0.00
Shared
66.27M
None
0.00

PROCORE TECHNOLOGIES INC

DFND
COM
Shares14.62M
TypeSH
Market value$593.95M
17.11%
Sole
0.00
Shared
14.62M
None
0.00

BLUE OWL CAPITAL INC

DFND
COM CL A
Shares34.35M
TypeSH
Market value$300.60M
8.66%
Sole
0.00
Shared
33.50M
None
853.84K

ISHARES TR

SOLE
MSCI ACWI ETF
Shares1.36M
TypeSH
Market value$212.98M
6.13%
Sole
0.00
Shared
829.83K
None
526.97K

ROBINHOOD MKTS INC

DFND
COM CL A
Shares1.62M
TypeSH
Market value$162.69M
4.69%
Sole
1.18M
Shared
446.91K
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

DFND
SPONSORED ADS
Shares198.85K
TypeSH
Market value$94.96M
2.74%
Sole
198.85K
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL C
Shares197.29K
TypeSH
Market value$69.71M
2.01%
Sole
192.73K
Shared
946.00
None
3.61K

CROWDSTRIKE HLDGS INC

DFND
CL A
Shares82.90K
TypeSH
Market value$63.27M
1.82%
Sole
82.90K
Shared
0.00
None
0.00

BLACKLINE INC

SOLE
COM
Shares2.09M
TypeSH
Market value$58.58M
1.69%
Sole
0.00
Shared
2.09M
None
0.00

KODIAK SCIENCES INC

SOLE
COM
Shares1.27M
TypeSH
Market value$49.35M
1.42%
Sole
0.00
Shared
0.00
None
1.27M

APPLOVIN

DFND
COM CL A
Shares71.37K
TypeSH
Market value$36.77M
1.06%
Sole
71.37K
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A
Shares252.70K
TypeSH
Market value$28.85M
0.83%
Sole
0.00
Shared
252.70K
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares141.89K
TypeSH
Market value$28.39M
0.82%
Sole
0.00
Shared
141.89K
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares26.30K
TypeSH
Market value$19.70M
0.57%
Sole
0.00
Shared
20.30K
None
6K

ALPHABET INC

SOLE
CAP STK CL A
Shares39.59K
TypeSH
Market value$14.15M
0.41%
Sole
0.00
Shared
35.98K
None
3.61K

SPDR GOLD TR

SOLE
GOLD SHS
Shares35.31K
TypeSH
Market value$13.01M
0.37%
Sole
0.00
Shared
32.84K
None
2.47K

AMAZON COM INC

SOLE
COM
Shares51.92K
TypeSH
Market value$12.37M
0.36%
Sole
0.00
Shared
51.32K
None
600.00

SERVICENOW INC

DFND
COM
Shares115.72K
TypeSH
Market value$11.49M
0.33%
Sole
0.00
Shared
115.72K
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares6.45K
TypeSH
Market value$10.94M
0.32%
Sole
0.00
Shared
0.00
None
6.45K

ISHARES TR

SOLE
CORE MSCI EAFE
Shares111.63K
TypeSH
Market value$10.78M
0.31%
Sole
0.00
Shared
95K
None
16.63K

ISHARES TR

SOLE
MSCI ACWI EX US
Shares140K
TypeSH
Market value$10.66M
0.31%
Sole
0.00
Shared
140K
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares15.28K
TypeSH
Market value$10.49M
0.30%
Sole
0.00
Shared
15.28K
None
0.00

PARABILIS MEDICINES INC

DFND
COM
Shares350K
TypeSH
Market value$9.58M
0.28%
Sole
0.00
Shared
350K
None
0.00

COINBASE GLOBAL INC

SOLE
COM CL A
Shares62.71K
TypeSH
Market value$9.17M
0.26%
Sole
0.00
Shared
60.71K
None
2.01K
Page 1 of 4