ICONIQ Capital, LLC Diversified Active

CIK: 0001569709 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $1,415,265 (100.0% shares, 0.0% debt)

Holdings (50)

DDOG DATADOG INC 33.0%
Value ($000) $467,659 Shares 5,378,487 Est. Cost $50.73 Unrealized +20.0%
ACWI ISHARES TR 9.7%
Value ($000) $137,796 Shares 1,869,181 Est. Cost $60.80 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 9.6%
Value ($000) $135,877 Shares 535,920 Est. Cost $71.63 Unrealized +151.2%
UBER UBER TECHNOLOGIES INC 6.9%
Value ($000) $97,931 Shares 3,150,919 Est. Cost $41.43 Unrealized -24.8%
KOD KODIAK SCIENCES INC 6.6%
Value ($000) $93,586 Shares 1,729,238 Est. Cost $13.06 Unrealized +331.8%
VIR BIOTECHNOLOGY INC 6.5%
Value ($000) $92,055 Shares 2,246,894 Est. Cost $34.27 Unrealized
GLD SPDR GOLD TR 6.3%
Value ($000) $89,191 Shares 532,900 Est. Cost $122.44 Unrealized
META FACEBOOK INC 2.5%
Value ($000) $35,555 Shares 156,583 Est. Cost $164.36 Unrealized +26.1%
TME TENCENT MUSIC ENTMT GROUP 2.2%
Value ($000) $30,671 Shares 2,278,698 Est. Cost $32.98 Unrealized
BABA ALIBABA GROUP HLDG LTD 2.1%
Value ($000) $29,411 Shares 136,350 Est. Cost $87.40 Unrealized
VTI VANGUARD INDEX FDS 1.6%
Value ($000) $22,322 Shares 142,607 Est. Cost $150.10 Unrealized
SPEM SPDR INDEX SHS FDS 1.5%
Value ($000) $20,703 Shares 618,724 Est. Cost $34.34 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 1.5%
Value ($000) $20,671 Shares 324,765 Est. Cost $66.10 Unrealized
VDC VANGUARD WORLD FDS 1.4%
Value ($000) $19,952 Shares 133,395 Est. Cost $157.69 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $19,812 Shares 393,642 Est. Cost $53.61 Unrealized
IWB ISHARES TR 1.2%
Value ($000) $16,889 Shares 98,373 Est. Cost $121.98 Unrealized
CELH CELSIUS HLDGS INC 0.9%
Value ($000) $13,243 Shares 1,125,143 Est. Cost $1.63 Unrealized +44.8%
MELI MERCADOLIBRE INC 0.6%
Value ($000) $8,457 Shares 8,579 Est. Cost $315.44 Unrealized +137.7%
NAGE CHROMADEX CORP 0.6%
Value ($000) $7,837 Shares 1,707,317 Est. Cost $5.40 Unrealized -17.1%
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value ($000) $7,522 Shares 75,000 Est. Cost $79.41 Unrealized +1.0%
BILL BILL COM HLDGS INC 0.4%
Value ($000) $6,315 Shares 70,000 Est. Cost $37.97 Unrealized +69.6%
ISHARES GOLD TRUST 0.4%
Value ($000) $5,430 Shares 319,592 Est. Cost $11.79 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $3,114 Shares 10,055 Est. Cost $244.34 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $2,619 Shares 67,507 Est. Cost $40.04 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,359 Shares 31,531 Est. Cost $68.84 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $2,323 Shares 29,583 Est. Cost $82.20 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $2,044 Shares 10,910 Est. Cost $166.47 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $2,032 Shares 26,774 Est. Cost $75.89 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $1,994 Shares 17,425 Est. Cost $92.76 Unrealized -2.0%
JD JD.COM INC 0.1%
Value ($000) $1,871 Shares 31,083 Est. Cost $25.28 Unrealized
ACEL ACCEL ENTERTAINMENT INC 0.1%
Value ($000) $1,864 Shares 193,543 Est. Cost $9.14 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,837 Shares 666 Est. Cost $57.06 Unrealized +111.7%
ISHARES TR 0.1%
Value ($000) $1,830 Shares 7,500,000 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.1%
Value ($000) $1,819 Shares 31,577 Est. Cost $39.85 Unrealized +24.6%
OBDC OWL ROCK CAPITAL CORPORATION 0.1%
Value ($000) $1,811 Shares 142,397 Est. Cost $6.60 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,779 Shares 19,500 Est. Cost $52.12 Unrealized +36.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,518 Shares 5,330 Est. Cost $291.96 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,439 Shares 36,325 Est. Cost $42.69 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $570 Shares 11,466 Est. Cost $52.62 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $495 Shares 3,476 Est. Cost $88.03 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $423 Shares 298 Est. Cost $47.15 Unrealized +41.9%
GOOG ALPHABET INC 0.0%
Value ($000) $417 Shares 295 Est. Cost $56.07 Unrealized +19.5%
DVY ISHARES TR 0.0%
Value ($000) $390 Shares 4,834 Est. Cost $71.92 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $346 Shares 949 Est. Cost $44.60 Unrealized +68.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $268 Shares 7,075 Est. Cost $71.38 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $266 Shares 1,317 Est. Cost $166.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $255 Shares 1,430 Est. Cost $202.43 Unrealized -9.8%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $248 Shares 1,779 Est. Cost $102.91 Unrealized +27.1%
SVMK INC 0.0%
Value ($000) $235 Shares 10,000 Est. Cost $14.69 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $214 Shares 4,497 Est. Cost $52.65 Unrealized