ICONIQ Capital, LLC Diversified Active

Location: San Francisco, CA

CIK: 0001569709 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value: $8.101B (100.0% shares, 0.0% debt)

Holdings (63)

SNOW SNOWFLAKE INC 30.3%
Value $2.452B Shares 14,422,870 Est. Cost $271.04 Unrealized -38.9%
PCOR PROCORE TECHNOLOGIES INC 27.8%
Value $2.254B Shares 45,562,749 Est. Cost $86.45 Unrealized -37.8%
DDOG DATADOG INC 13.1%
Value $1.062B Shares 11,959,144 Est. Cost $127.11 Unrealized -20.8%
OWL BLUE OWL CAPITAL INC 6.2%
Value $502M Shares 50,000,000 Est. Cost $11.33 Unrealized -2.0%
GTLB GITLAB INC 6.2%
Value $501M Shares 9,773,451 Est. Cost $71.79 Unrealized -18.7%
BRZE BRAZE INC 3.7%
Value $302M Shares 8,668,838 Est. Cost $56.47 Unrealized -25.2%
ENFUSION INC 2.1%
Value $173M Shares 14,039,594 Est. Cost $20.94 Unrealized
ACWI ISHARES TR 1.7%
Value $141M Shares 1,811,219 Est. Cost $51.28 Unrealized
DASH DOORDASH 1.7%
Value $141M Shares 2,846,121 Est. Cost $79.42 Unrealized -15.9%
HOOD ROBINHOOD MKTS INC 1.7%
Value $141M Shares 13,912,710 Est. Cost $43.54 Unrealized -77.9%
BL BLACKLINE INC 1.5%
Value $125M Shares 2,087,081 Est. Cost $115.95 Unrealized -42.1%
META META PLATFORMS INC 0.5%
Value $41.38M Shares 304,974 Est. Cost $214.60 Unrealized -25.0%
GOOGL ALPHABET INC 0.3%
Value $26.54M Shares 277,497 Est. Cost $110.08 Unrealized -0.0%
VTI VANGUARD INDEX FDS 0.3%
Value $26.03M Shares 145,042 Est. Cost $180.38 Unrealized
VDC VANGUARD WORLD FDS 0.3%
Value $23.85M Shares 137,936 Est. Cost $176.03 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value $19.39M Shares 337,570 Est. Cost $70.34 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value $19.17M Shares 415,390 Est. Cost $58.58 Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value $19.17M Shares 617,573 Est. Cost $38.59 Unrealized
GLD SPDR GOLD TR 0.2%
Value $18.27M Shares 118,151 Est. Cost $122.44 Unrealized
IVV ISHARES TR 0.2%
Value $14.2M Shares 39,587 Est. Cost $438.96 Unrealized
AMZN AMAZON COM INC 0.1%
Value $11.62M Shares 102,808 Est. Cost $126.29 Unrealized +0.1%
MSFT MICROSOFT CORP 0.1%
Value $11.61M Shares 49,857 Est. Cost $248.84 Unrealized +3.2%
KOD KODIAK SCIENCES INC 0.1%
Value $7.871M Shares 1,016,864 Est. Cost $13.06 Unrealized -25.6%
MELI MERCADOLIBRE INC 0.1%
Value $7.111M Shares 8,591 Est. Cost $315.44 Unrealized +172.5%
COIN COINBASE GLOBAL INC 0.1%
Value $6.489M Shares 100,626 Est. Cost $259.62 Unrealized -73.1%
IWB ISHARES TR 0.1%
Value $6.356M Shares 32,210 Est. Cost $121.98 Unrealized
IEFA ISHARES TR 0.1%
Value $6.055M Shares 114,960 Est. Cost $73.43 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $4.961M Shares 62,016 Est. Cost $149.77 Unrealized
URTH ISHARES INC 0.0%
Value $3.736M Shares 37,380 Est. Cost $111.77 Unrealized
MELI KASZEK PIONEER CORP 0.0%
Value $3.455M Shares 350,000 Est. Cost $11.56 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $2.605M Shares 17,559 Est. Cost $92.76 Unrealized +69.2%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $2.395M Shares 30,366 Est. Cost $89.40 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $2.345M Shares 7,112 Est. Cost $295.82 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value $2.244M Shares 61,720 Est. Cost $40.04 Unrealized
QCOM QUALCOMM INC 0.0%
Value $2.213M Shares 19,591 Est. Cost $54.26 Unrealized +134.2%
RLAY RELAY THERAPEUTICS INC 0.0%
Value $2.118M Shares 94,697 Est. Cost $38.13 Unrealized -42.5%
IAU ISHARES GOLD TR 0.0%
Value $1.772M Shares 56,193 Est. Cost $36.83 Unrealized
AAPL APPLE INC 0.0%
Value $1.737M Shares 12,566 Est. Cost $126.22 Unrealized +22.2%
NAGE CHROMADEX CORP 0.0%
Value $1.595M Shares 1,296,354 Est. Cost $5.40 Unrealized -70.2%
IEMG ISHARES INC 0.0%
Value $1.168M Shares 27,167 Est. Cost $1214.81 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $1.136M Shares 31,127 Est. Cost $42.69 Unrealized
JD JD.COM INC 0.0%
Value $1.129M Shares 22,441 Est. Cost $42.64 Unrealized
INTU INTUIT 0.0%
Value $917K Shares 2,367 Est. Cost $372.06 Unrealized +13.6%
Z ZILLOW GROUP INC 0.0%
Value $903K Shares 31,577 Est. Cost $39.85 Unrealized -12.9%
SHOP SHOPIFY INC 0.0%
Value $806K Shares 29,930 Est. Cost $46.63 Unrealized -27.0%
GOOG ALPHABET INC 0.0%
Value $662K Shares 6,890 Est. Cost $109.05 Unrealized +1.6%
VNQ VANGUARD INDEX FDS 0.0%
Value $619K Shares 7,723 Est. Cost $82.18 Unrealized
OEF ISHARES TR 0.0%
Value $574K Shares 3,531 Est. Cost $88.03 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $569K Shares 7,901 Est. Cost $69.59 Unrealized
NU NU HLDGS LTD 0.0%
Value $501K Shares 113,882 Est. Cost $4.78 Unrealized -4.0%
ABNB AIRBNB INC 0.0%
Value $499K Shares 4,749 Est. Cost $163.18 Unrealized -32.1%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $433K Shares 7,496 Est. Cost $52.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $399K Shares 1,496 Est. Cost $220.39 Unrealized +29.1%
SPY SPDR S&P 500 ETF TR 0.0%
Value $327K Shares 912 Est. Cost $244.34 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $318K Shares 12,014 Est. Cost $41.04 Unrealized -32.7%
DVY ISHARES TR 0.0%
Value $316K Shares 2,947 Est. Cost $72.95 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $301K Shares 1,406 Est. Cost $169.62 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $244K Shares 910 Est. Cost $268.13 Unrealized
RBLX ROBLOX CORP 0.0%
Value $243K Shares 6,784 Est. Cost $69.52 Unrealized -40.5%
RWR SPDR SER TR 0.0%
Value $237K Shares 2,815 Est. Cost $122.20 Unrealized
IJR ISHARES TR 0.0%
Value $213K Shares 2,438 Est. Cost $91.71 Unrealized
MQ MARQETA INC 0.0%
Value $137K Shares 19,174 Est. Cost $22.42 Unrealized -62.9%
QNCX QUINCE THERAPEUTICS INC 0.0%
Value $41,000 Shares 30,944 Est. Cost $1.90 Unrealized 0.0%