ICONIQ Capital, LLC Diversified Active

CIK: 0001569709 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $16,749,402 (100.0% shares, 0.0% debt)

Holdings (72)

SNOW SNOWFLAKE INC 50.8%
Value ($000) $8,503,523 Shares 25,102,653 Est. Cost $271.04 Unrealized +28.6%
PCOR PROCORE TECHNOLOGIES INC 20.8%
Value ($000) $3,488,521 Shares 43,622,869 Est. Cost $87.72 Unrealized -0.1%
DDOG DATADOG INC 4.9%
Value ($000) $814,388 Shares 4,572,385 Est. Cost $80.06 Unrealized +112.0%
OWL BLUE OWL CAPITAL INC 4.5%
Value ($000) $745,500 Shares 50,000,000 Est. Cost $11.33 Unrealized +39.3%
MQ MARQETA INC 4.3%
Value ($000) $727,839 Shares 42,390,165 Est. Cost $22.42 Unrealized -0.2%
HOOD ROBINHOOD MKTS INC 2.6%
Value ($000) $434,960 Shares 24,490,998 Est. Cost $43.54 Unrealized -29.3%
CXM SPRINKLR INC 2.4%
Value ($000) $400,064 Shares 25,208,825 Est. Cost $20.92 Unrealized -21.9%
ENFUSION INC 1.8%
Value ($000) $293,989 Shares 14,039,594 Est. Cost $20.94 Unrealized
GTLB GITLAB INC 1.5%
Value ($000) $251,448 Shares 2,775,268 Est. Cost $102.34 Unrealized 0.0%
BRZE BRAZE INC 1.4%
Value ($000) $237,456 Shares 3,077,453 Est. Cost $72.52 Unrealized 0.0%
BL BLACKLINE INC 1.3%
Value ($000) $216,096 Shares 2,087,081 Est. Cost $115.95 Unrealized 0.0%
KOD KODIAK SCIENCES INC 0.5%
Value ($000) $86,210 Shares 1,016,864 Est. Cost $13.06 Unrealized +679.0%
GLD SPDR GOLD TR 0.3%
Value ($000) $46,600 Shares 272,579 Est. Cost $122.44 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.2%
Value ($000) $40,438 Shares 219,879 Est. Cost $71.63 Unrealized +228.3%
WRBY WARBY PARKER INC 0.2%
Value ($000) $34,879 Shares 749,115 Est. Cost $53.77 Unrealized -3.2%
IEMG ISHARES INC 0.2%
Value ($000) $32,999 Shares 26,755 Est. Cost $1233.38 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $32,145 Shares 95,570 Est. Cost $164.36 Unrealized +100.6%
GDRX GOODRX HLDGS INC 0.2%
Value ($000) $26,144 Shares 800,000 Est. Cost $52.51 Unrealized -23.4%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $25,767 Shares 106,720 Est. Cost $159.44 Unrealized
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $25,204 Shares 99,870 Est. Cost $259.62 Unrealized +12.0%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $23,744 Shares 118,731 Est. Cost $172.92 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $23,734 Shares 347,806 Est. Cost $58.09 Unrealized
HNST HONEST CO INC 0.1%
Value ($000) $22,111 Shares 2,733,115 Est. Cost $16.71 Unrealized -47.4%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $21,626 Shares 277,214 Est. Cost $69.57 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $21,114 Shares 1,995,782 Est. Cost $51.28 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $19,560 Shares 41,008 Est. Cost $438.96 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $17,753 Shares 58,094 Est. Cost $121.98 Unrealized
BILL BILL COM HLDGS INC 0.1%
Value ($000) $13,528 Shares 54,297 Est. Cost $37.97 Unrealized +644.7%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $11,588 Shares 8,594 Est. Cost $315.44 Unrealized +345.3%
IEFA ISHARES TR 0.1%
Value ($000) $8,473 Shares 113,515 Est. Cost $73.62 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $7,912 Shares 66,605 Est. Cost $149.77 Unrealized
PDD PINDUODUO INC 0.0%
Value ($000) $7,083 Shares 121,500 Est. Cost $90.67 Unrealized
ZYMERGEN INC 0.0%
Value ($000) $6,628 Shares 990,765 Est. Cost $40.01 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $5,815 Shares 1,744 Est. Cost $144.05 Unrealized +18.8%
GOOGL ALPHABET INC 0.0%
Value ($000) $5,626 Shares 1,942 Est. Cost $71.59 Unrealized +99.7%
MSFT MICROSOFT CORP 0.0%
Value ($000) $5,517 Shares 16,403 Est. Cost $231.45 Unrealized +35.4%
NAGE CHROMADEX CORP 0.0%
Value ($000) $4,848 Shares 1,296,354 Est. Cost $5.40 Unrealized -0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $4,708 Shares 9,912 Est. Cost $244.34 Unrealized
MELI KASZEK PIONEER CORP 0.0%
Value ($000) $4,046 Shares 350,000 Est. Cost $11.56 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $3,987 Shares 17,504 Est. Cost $92.76 Unrealized +112.0%
ISHARES GOLD TR 0.0%
Value ($000) $3,902 Shares 112,106 Est. Cost $11.79 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $3,649 Shares 19,952 Est. Cost $54.26 Unrealized +169.2%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $3,445 Shares 29,699 Est. Cost $82.20 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3,257 Shares 30,314 Est. Cost $89.40 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $3,256 Shares 18,337 Est. Cost $126.22 Unrealized +22.6%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $3,151 Shares 61,707 Est. Cost $40.04 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $3,087 Shares 7,070 Est. Cost $295.82 Unrealized
RLAY RELAY THERAPEUTICS INC 0.0%
Value ($000) $2,908 Shares 94,697 Est. Cost $38.13 Unrealized -17.1%
HASHICORP INC 0.0%
Value ($000) $2,731 Shares 30,000 Est. Cost $91.03 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $2,029 Shares 31,780 Est. Cost $39.85 Unrealized +80.8%
JD JD.COM INC 0.0%
Value ($000) $1,576 Shares 22,494 Est. Cost $42.64 Unrealized
INTU INTUIT 0.0%
Value ($000) $1,539 Shares 2,393 Est. Cost $372.06 Unrealized +61.7%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,537 Shares 31,069 Est. Cost $42.69 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $1,148 Shares 6,898 Est. Cost $181.48 Unrealized -3.0%
GOOG ALPHABET INC 0.0%
Value ($000) $1,088 Shares 376 Est. Cost $74.89 Unrealized +91.5%
RBLX ROBLOX CORP 0.0%
Value ($000) $884 Shares 8,570 Est. Cost $77.19 Unrealized +25.8%
OEF ISHARES TR 0.0%
Value ($000) $770 Shares 3,511 Est. Cost $88.03 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $699 Shares 6,954 Est. Cost $79.91 Unrealized +65.3%
DVY ISHARES TR 0.0%
Value ($000) $612 Shares 4,990 Est. Cost $72.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $544 Shares 1,819 Est. Cost $220.39 Unrealized +30.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $514 Shares 7,495 Est. Cost $52.62 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $490 Shares 11,689 Est. Cost $41.43 Unrealized +4.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $426 Shares 1,329 Est. Cost $166.74 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $423 Shares 7,629 Est. Cost $69.45 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $344 Shares 2,815 Est. Cost $122.20 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $332 Shares 1,128 Est. Cost $27.46 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $316 Shares 1,779 Est. Cost $102.91 Unrealized +69.3%
IJR ISHARES TR 0.0%
Value ($000) $276 Shares 2,414 Est. Cost $91.71 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $240 Shares 1,483 Est. Cost $226.81 Unrealized -4.5%
CCK CROWN HLDGS INC 0.0%
Value ($000) $231 Shares 2,092 Est. Cost $100.28 Unrealized +1.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $222 Shares 1,177 Est. Cost $242.04 Unrealized -10.8%
ADBE ADOBE INC. 0.0%
Value ($000) $205 Shares 362 Est. Cost $625.08 Unrealized 0.0%