ICONIQ Capital, LLC Diversified Active

CIK: 0001569709 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value ($000): $1,341,741

Holdings (51)

KOD KODIAK SCIENCES INC 14.5%
Value ($000) $194,930 Shares 2,709,238 Est. Cost $13.06 Unrealized +178.6%
ACWI ISHARES TR 10.1%
Value ($000) $136,154 Shares 1,718,030 Est. Cost $60.04 Unrealized
FSLY FASTLY INC 10.1%
Value ($000) $135,964 Shares 6,774,473 Est. Cost $21.08 Unrealized 0.0%
DDOG DATADOG INC 10.1%
Value ($000) $135,706 Shares 3,592,016 Est. Cost $34.77 Unrealized +3.5%
UBER UBER TECHNOLOGIES INC 9.6%
Value ($000) $128,677 Shares 4,326,724 Est. Cost $41.43 Unrealized -28.4%
GLD SPDR GOLD TRUST 5.7%
Value ($000) $76,606 Shares 536,083 Est. Cost $122.44 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 4.9%
Value ($000) $65,125 Shares 957,156 Est. Cost $71.63 Unrealized -3.9%
BL BLACKLINE INC 4.1%
Value ($000) $55,271 Shares 1,071,984 Est. Cost $42.26 Unrealized +18.1%
TME TENCENT MUSIC ENTMT GROUP 3.8%
Value ($000) $50,397 Shares 4,292,783 Est. Cost $32.98 Unrealized
VIR VIR BIOTECHNOLOGY INC 3.4%
Value ($000) $45,042 Shares 3,583,333 Est. Cost $13.40 Unrealized 0.0%
META FACEBOOK INC 3.3%
Value ($000) $44,718 Shares 217,871 Est. Cost $164.36 Unrealized +17.0%
BABA ALIBABA GROUP HLDG LTD 3.1%
Value ($000) $42,130 Shares 198,632 Est. Cost $87.40 Unrealized
VTI VANGUARD INDEX FDS 1.7%
Value ($000) $23,168 Shares 141,596 Est. Cost $150.10 Unrealized
SPEM SPDR INDEX SHS FDS 1.7%
Value ($000) $23,105 Shares 614,654 Est. Cost $34.34 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 1.7%
Value ($000) $22,828 Shares 389,552 Est. Cost $53.61 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 1.7%
Value ($000) $22,563 Shares 324,270 Est. Cost $66.10 Unrealized
VDC VANGUARD WORLD FDS 1.6%
Value ($000) $21,267 Shares 131,927 Est. Cost $157.69 Unrealized
IWB ISHARES TR 1.3%
Value ($000) $17,187 Shares 96,330 Est. Cost $121.67 Unrealized
DOCU DOCUSIGN INC 1.2%
Value ($000) $16,681 Shares 225,081 Est. Cost $50.48 Unrealized +36.1%
DBX DROPBOX INC 1.1%
Value ($000) $14,207 Shares 793,228 Est. Cost $28.89 Unrealized -34.8%
PINS PINTEREST INC 1.0%
Value ($000) $13,794 Shares 740,000 Est. Cost $21.59 Unrealized 0.0%
NAGE CHROMADEX CORP 0.5%
Value ($000) $7,359 Shares 1,707,317 Est. Cost $5.40 Unrealized -34.2%
CELH CELSIUS HLDGS INC 0.4%
Value ($000) $5,447 Shares 1,127,725 Est. Cost $1.63 Unrealized -18.4%
MELI MERCADOLIBRE INC 0.4%
Value ($000) $4,907 Shares 8,579 Est. Cost $315.44 Unrealized +75.4%
ISHARES GOLD TRUST 0.3%
Value ($000) $4,634 Shares 319,592 Est. Cost $11.79 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $3,740 Shares 75,000 Est. Cost $79.41 Unrealized -33.9%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $3,351 Shares 41,374 Est. Cost $68.84 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $3,222 Shares 9,962 Est. Cost $233.65 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $2,992 Shares 67,904 Est. Cost $40.04 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $2,733 Shares 29,452 Est. Cost $82.20 Unrealized
BILL BILL COM HLDGS INC 0.2%
Value ($000) $2,664 Shares 70,000 Est. Cost $37.97 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $2,211 Shares 17,319 Est. Cost $92.76 Unrealized +12.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,692 Shares 19,178 Est. Cost $52.12 Unrealized +39.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,634 Shares 36,754 Est. Cost $42.69 Unrealized
Z ZILLOW GROUP INC 0.1%
Value ($000) $1,451 Shares 31,577 Est. Cost $39.85 Unrealized -6.5%
JD JD COM INC 0.1%
Value ($000) $1,282 Shares 36,378 Est. Cost $25.28 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $1,231 Shares 666 Est. Cost $57.06 Unrealized +55.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,015 Shares 3,430 Est. Cost $295.92 Unrealized
SPLV INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $915 Shares 15,689 Est. Cost $52.62 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $504 Shares 4,770 Est. Cost $71.92 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $499 Shares 3,460 Est. Cost $88.03 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $411 Shares 6,649 Est. Cost $73.97 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $399 Shares 298 Est. Cost $47.15 Unrealized +35.8%
GOOG ALPHABET INC 0.0%
Value ($000) $394 Shares 295 Est. Cost $56.07 Unrealized +14.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $324 Shares 1,430 Est. Cost $202.43 Unrealized +7.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $296 Shares 5,501 Est. Cost $52.65 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $277 Shares 944 Est. Cost $44.60 Unrealized +39.1%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $221 Shares 1,211 Est. Cost $166.39 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $218 Shares 1,779 Est. Cost $102.91 Unrealized +18.3%
SVMK INC 0.0%
Value ($000) $179 Shares 10,000 Est. Cost $14.69 Unrealized
GENNQ GENESIS HEALTHCARE INC 0.0%
Value ($000) $19 Shares 11,500 Est. Cost $1.26 Unrealized +19.1%