ICONIQ Capital, LLC Diversified Active

CIK: 0001569709 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $4,019,986 (100.0% shares, 0.0% debt)

Holdings (63)

SNOW SNOWFLAKE INC 62.0%
Value ($000) $2,492,644 Shares 8,858,010 Est. Cost $282.34 Unrealized +0.8%
DDOG DATADOG INC 10.8%
Value ($000) $433,122 Shares 4,399,863 Est. Cost $56.24 Unrealized +77.5%
KOD KODIAK SCIENCES INC 4.1%
Value ($000) $165,896 Shares 1,129,238 Est. Cost $13.06 Unrealized +753.7%
ACWI ISHARES TR 3.5%
Value ($000) $140,810 Shares 1,552,137 Est. Cost $60.80 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.8%
Value ($000) $114,362 Shares 339,032 Est. Cost $71.63 Unrealized +522.4%
EWY ISHARES INC 1.9%
Value ($000) $77,578 Shares 901,542 Est. Cost $71.29 Unrealized
VIR VIR BIOTECHNOLOGY INC 1.5%
Value ($000) $59,511 Shares 2,222,222 Est. Cost $43.05 Unrealized -24.5%
GLD SPDR GOLD TR 1.3%
Value ($000) $50,552 Shares 283,429 Est. Cost $122.44 Unrealized
BABA ALIBABA GROUP HLDG LTD 1.0%
Value ($000) $40,097 Shares 172,293 Est. Cost $120.86 Unrealized
META FACEBOOK INC 1.0%
Value ($000) $40,048 Shares 146,610 Est. Cost $164.36 Unrealized +65.6%
GDRX GOODRX HLDGS INC 0.8%
Value ($000) $32,272 Shares 800,000 Est. Cost $52.94 Unrealized -13.2%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $27,927 Shares 143,479 Est. Cost $150.10 Unrealized
SPEM SPDR INDEX SHS FDS 0.7%
Value ($000) $26,360 Shares 625,247 Est. Cost $34.43 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $26,212 Shares 329,342 Est. Cost $66.24 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $23,954 Shares 397,643 Est. Cost $53.61 Unrealized
VDC VANGUARD WORLD FDS 0.6%
Value ($000) $23,490 Shares 135,060 Est. Cost $157.69 Unrealized
EZA ISHARES INC 0.5%
Value ($000) $21,992 Shares 501,654 Est. Cost $38.80 Unrealized
CELH CELSIUS HLDGS INC 0.5%
Value ($000) $18,844 Shares 374,569 Est. Cost $1.63 Unrealized +513.6%
IWB ISHARES TR 0.5%
Value ($000) $18,556 Shares 87,594 Est. Cost $121.98 Unrealized
VANECK VECTORS ETF TR 0.4%
Value ($000) $17,243 Shares 713,976 Est. Cost $21.96 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $15,887 Shares 75,000 Est. Cost $79.41 Unrealized +96.3%
KSA ISHARES INC 0.4%
Value ($000) $14,768 Shares 474,729 Est. Cost $30.10 Unrealized
MELI MERCADOLIBRE INC 0.4%
Value ($000) $14,372 Shares 8,579 Est. Cost $315.44 Unrealized +347.1%
THD ISHARES INC 0.3%
Value ($000) $10,858 Shares 140,879 Est. Cost $65.88 Unrealized
EWM ISHARES INC 0.2%
Value ($000) $9,953 Shares 345,582 Est. Cost $27.05 Unrealized
EWW ISHARES INC 0.2%
Value ($000) $9,604 Shares 222,667 Est. Cost $35.41 Unrealized
BILL BILL COM HLDGS INC 0.2%
Value ($000) $9,555 Shares 70,000 Est. Cost $37.97 Unrealized +210.6%
NAGE CHROMADEX CORP 0.2%
Value ($000) $8,195 Shares 1,707,317 Est. Cost $5.40 Unrealized -9.7%
ISHARES GOLD TRUST 0.1%
Value ($000) $5,794 Shares 319,592 Est. Cost $11.79 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $5,726 Shares 39,007 Est. Cost $147.63 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $5,077 Shares 1,559 Est. Cost $114.68 Unrealized +39.2%
Z ZILLOW GROUP INC 0.1%
Value ($000) $4,099 Shares 31,577 Est. Cost $39.85 Unrealized +177.6%
JD JD.COM INC 0.1%
Value ($000) $3,938 Shares 44,803 Est. Cost $42.64 Unrealized
RLAY RELAY THERAPEUTICS INC 0.1%
Value ($000) $3,936 Shares 94,697 Est. Cost $38.13 Unrealized +18.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $3,806 Shares 10,136 Est. Cost $244.34 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $3,691 Shares 2,106 Est. Cost $71.59 Unrealized +16.6%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3,663 Shares 39,570 Est. Cost $71.24 Unrealized
SEER SEER INC 0.1%
Value ($000) $3,321 Shares 59,164 Est. Cost $63.62 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $3,285 Shares 35,378 Est. Cost $77.13 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $3,193 Shares 14,350 Est. Cost $178.41 Unrealized +34.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $2,971 Shares 19,500 Est. Cost $52.12 Unrealized +139.3%
MSFT MICROSOFT CORP 0.1%
Value ($000) $2,925 Shares 13,152 Est. Cost $200.75 Unrealized +2.6%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $2,920 Shares 61,861 Est. Cost $40.04 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $2,785 Shares 17,473 Est. Cost $92.76 Unrealized +45.3%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $2,527 Shares 29,752 Est. Cost $82.20 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $2,430 Shares 7,070 Est. Cost $295.82 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,692 Shares 33,758 Est. Cost $42.69 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $1,410 Shares 10,628 Est. Cost $100.86 Unrealized +16.0%
INTU INTUIT 0.0%
Value ($000) $795 Shares 2,094 Est. Cost $340.30 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $628 Shares 12,311 Est. Cost $41.43 Unrealized +8.2%
OEF ISHARES TR 0.0%
Value ($000) $599 Shares 3,491 Est. Cost $88.03 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $517 Shares 295 Est. Cost $56.07 Unrealized +49.4%
DVY ISHARES TR 0.0%
Value ($000) $471 Shares 4,893 Est. Cost $71.92 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $451 Shares 73,000 Est. Cost $6.18 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $421 Shares 7,496 Est. Cost $52.62 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $370 Shares 1,779 Est. Cost $102.91 Unrealized +69.9%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $335 Shares 1,322 Est. Cost $166.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $331 Shares 1,430 Est. Cost $202.43 Unrealized +8.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $276 Shares 7,296 Est. Cost $70.23 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $266 Shares 4,563 Est. Cost $52.65 Unrealized
SVMK INC 0.0%
Value ($000) $256 Shares 10,000 Est. Cost $14.69 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $218 Shares 2,377 Est. Cost $91.71 Unrealized
CCK CROWN HLDGS INC 0.0%
Value ($000) $201 Shares 2,000 Est. Cost $87.33 Unrealized 0.0%