ICONIQ Capital, LLC Diversified Active

Location: San Francisco, CA

CIK: 0001569709 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value: $5.358B (100.0% shares, 0.0% debt)

Holdings (65)

PCOR PROCORE TECHNOLOGIES INC 43.7%
Value $2.34B Shares 33,805,730 Est. Cost $86.45 Unrealized -28.7%
OWL BLUE OWL CAPITAL INC 13.9%
Value $745M Shares 50,000,000 Est. Cost $11.33 Unrealized +18.7%
DDOG DATADOG INC 11.8%
Value $630M Shares 5,194,104 Est. Cost $122.58 Unrealized -16.0%
GTLB GITLAB INC 5.4%
Value $290M Shares 4,602,402 Est. Cost $65.11 Unrealized -22.4%
SNOW SNOWFLAKE INC 4.6%
Value $248M Shares 1,246,409 Est. Cost $271.04 Unrealized -37.6%
BRZE BRAZE INC 4.6%
Value $247M Shares 4,669,763 Est. Cost $56.47 Unrealized -12.4%
ACWI ISHARES TR 3.1%
Value $167M Shares 1,641,244 Est. Cost $51.28 Unrealized
ENFUSION INC 2.5%
Value $136M Shares 14,039,594 Est. Cost $20.94 Unrealized
BL BLACKLINE INC 2.4%
Value $130M Shares 2,087,081 Est. Cost $115.95 Unrealized -51.2%
IVV ISHARES TR 1.3%
Value $71.33M Shares 14,934 Est. Cost $437.69 Unrealized
NMRA NEUMORA THERAPEUTICS INC. 1.1%
Value $57.95M Shares 3,398,628 Est. Cost $12.27 Unrealized 0.0%
META META PLATFORMS INC 0.6%
Value $30.23M Shares 85,402 Est. Cost $214.60 Unrealized +50.7%
VTI VANGUARD INDEX FDS 0.5%
Value $28.16M Shares 118,709 Est. Cost $180.38 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.5%
Value $26.97M Shares 418,276 Est. Cost $58.58 Unrealized
VDC VANGUARD WORLD FDS 0.5%
Value $26.38M Shares 138,160 Est. Cost $176.45 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.5%
Value $24.82M Shares 344,527 Est. Cost $70.28 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value $22.86M Shares 645,696 Est. Cost $38.45 Unrealized
HOOD ROBINHOOD MKTS INC 0.3%
Value $14.77M Shares 1,159,680 Est. Cost $43.54 Unrealized -77.2%
MELI MERCADOLIBRE INC 0.3%
Value $13.57M Shares 8,637 Est. Cost $315.44 Unrealized +349.3%
GLD SPDR GOLD TR 0.2%
Value $12.44M Shares 65,099 Est. Cost $122.44 Unrealized
COIN COINBASE GLOBAL INC 0.2%
Value $12.12M Shares 69,711 Est. Cost $259.62 Unrealized -57.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $11.6M Shares 32,513 Est. Cost $344.65 Unrealized +1.8%
NVDA NVIDIA CORPORATION 0.1%
Value $6.439M Shares 13,003 Est. Cost $14.65 Unrealized +216.2%
WRBY WARBY PARKER INC 0.1%
Value $6.104M Shares 432,908 Est. Cost $11.39 Unrealized +9.5%
URTH ISHARES INC 0.1%
Value $4.426M Shares 33,271 Est. Cost $111.77 Unrealized
NU NU HLDGS LTD 0.1%
Value $4.126M Shares 495,296 Est. Cost $5.93 Unrealized +36.2%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value $4.013M Shares 17,472 Est. Cost $92.76 Unrealized +108.7%
IWB ISHARES TR 0.1%
Value $3.548M Shares 13,529 Est. Cost $121.98 Unrealized
ACWX ISHARES TR 0.1%
Value $3.209M Shares 62,879 Est. Cost $51.04 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $3.135M Shares 30,473 Est. Cost $89.40 Unrealized
KOD KODIAK SCIENCES INC 0.1%
Value $3.091M Shares 1,016,864 Est. Cost $13.06 Unrealized -83.0%
QCOM QUALCOMM INC 0.1%
Value $2.828M Shares 19,555 Est. Cost $54.26 Unrealized +118.1%
IEFA ISHARES TR 0.1%
Value $2.697M Shares 38,339 Est. Cost $73.43 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $2.695M Shares 34,772 Est. Cost $149.77 Unrealized
AMZN AMAZON COM INC 0.0%
Value $2.289M Shares 15,065 Est. Cost $126.58 Unrealized +10.7%
NAGE CHROMADEX CORP 0.0%
Value $1.854M Shares 1,296,354 Est. Cost $5.40 Unrealized -74.2%
Z ZILLOW GROUP INC 0.0%
Value $1.827M Shares 31,577 Est. Cost $39.85 Unrealized +10.6%
MSFT MICROSOFT CORP 0.0%
Value $1.626M Shares 4,324 Est. Cost $252.24 Unrealized +38.9%
AAPL APPLE INC 0.0%
Value $1.62M Shares 8,416 Est. Cost $137.53 Unrealized +32.9%
INTU INTUIT 0.0%
Value $1.493M Shares 2,388 Est. Cost $372.06 Unrealized +46.4%
IAU ISHARES GOLD TR 0.0%
Value $1.489M Shares 38,140 Est. Cost $36.83 Unrealized
IUSV ISHARES TR 0.0%
Value $1.431M Shares 16,964 Est. Cost $84.33 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value $1.219M Shares 14,335 Est. Cost $85.06 Unrealized
DASH DOORDASH 0.0%
Value $1.138M Shares 11,503 Est. Cost $79.42 Unrealized +11.5%
RLAY RELAY THERAPEUTICS INC 0.0%
Value $1.043M Shares 94,697 Est. Cost $38.13 Unrealized -77.9%
GOOGL ALPHABET INC 0.0%
Value $986K Shares 7,061 Est. Cost $110.60 Unrealized +20.6%
HEFA ISHARES TR 0.0%
Value $885K Shares 28,083 Est. Cost $31.51 Unrealized
OEF ISHARES TR 0.0%
Value $796K Shares 3,563 Est. Cost $88.03 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $722K Shares 8,171 Est. Cost $82.24 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $677K Shares 15,493 Est. Cost $157.92 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value $547K Shares 9,887 Est. Cost $55.28 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $495K Shares 1,209 Est. Cost $267.72 Unrealized
IEMG ISHARES INC 0.0%
Value $410K Shares 8,102 Est. Cost $1214.81 Unrealized
JD JD.COM INC 0.0%
Value $394K Shares 13,629 Est. Cost $42.64 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $379K Shares 798 Est. Cost $250.55 Unrealized
DVY ISHARES TR 0.0%
Value $347K Shares 2,960 Est. Cost $72.95 Unrealized
RBLX ROBLOX CORP 0.0%
Value $335K Shares 7,336 Est. Cost $36.95 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value $293K Shares 1,822 Est. Cost $111.53 Unrealized +33.8%
IJR ISHARES TR 0.0%
Value $269K Shares 2,484 Est. Cost $91.71 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $238K Shares 2,835 Est. Cost $69.76 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $229K Shares 3,716 Est. Cost $52.31 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value $202K Shares 2,595 Est. Cost $77.73 Unrealized
GOOG ALPHABET INC 0.0%
Value $95,009 Shares 6,741 Est. Cost $108.64 Unrealized +24.0%
MIZUHO FINANCIAL GROUP INC 0.0%
Value $37,083 Shares 10,780 Est. Cost $2.85 Unrealized
ALLBIRDS INC 0.0%
Value $14,088 Shares 11,500 Est. Cost $1.26 Unrealized