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Institutional Ownership · SEC 13F
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SAN FRANCISCO, CA · CIK 0001569709

ICONIQ

ICONIQ Capital, LLC

Portfolio value
$5.92B
2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31
Positions
404
New this Q
74
Exited this Q
56
Source filing
#IssuerTickerWeight ValueShares / PrinQoQ

New this quarter

IssuerTickerValueShares
CHIME FINL INCCHYM $518.8M15,034,594
TAIWAN SEMICONDUCTOR MFG LTDTSM $63.5M280,312
CITIGROUP INCC $1.5M17,902
STMICROELECTRONICS N VSTM $723K23,768
CADENCE DESIGN SYSTEM INCCDNS $524K1,699
HUNTINGTON BANCSHARES INCHBAN $522K31,174
SKYWORKS SOLUTIONS INCSWKS $509K6,824
ARES MANAGEMENT CORPORATIONARES $502K2,896
WABTECWAB $489K2,338
DIGITAL RLTY TR INCDLR $482K2,767
DIAMONDBACK ENERGY INCFANG $460K3,349
FIRST SOLAR INCFSLR $427K2,581
UNITED RENTALS INCURI $398K528
UNITED PARCEL SERVICE INCUPS $395K3,913
ROPER TECHNOLOGIES INCROP $383K675
FIRST CTZNS BANCSHARES INC NFCNCA $382K195
AXON ENTERPRISE INCAXON $378K457
JAMES HARDIE INDS PLCJHX $373K13,867
CARNIVAL CORPCCL $367K13,068
BROOKFIELD ASSET MANAGMT LTDBAM $366K6,628
IMPERIAL OIL LTDIMO $357K4,489
ROBLOX CORPRBLX $343K3,264
THE TRADE DESK INCTTD $333K4,627
QUANTA SVCS INCPWR $331K875
INGERSOLL RAND INCIR $328K3,941
MARATHON PETE CORPMPC $324K1,952
ZSCALER INCZS $314K1,001
NASDAQ INCNDAQ $311K3,479
DELTA AIR LINES INC DELDAL $306K6,229
TELEDYNE TECHNOLOGIES INCTDY $306K597
VALERO ENERGY CORPVLO $302K2,247
STATE STR CORPSTT $286K2,694
IRON MTN INC DELIRM $286K2,792
CGI INCGIB $272K2,599
PTC INCPTC $270K1,564
IQVIA HLDGS INCIQV $267K1,693
NRG ENERGY INCNRG $264K1,645
JABIL INCJBL $263K1,206
ALNYLAM PHARMACEUTICALS INCALNY $263K806
FASTENAL COFAST $260K6,192
AMERICAN INTL GROUP INCAIG $255K2,977
VISTRA CORPVST $254K1,308
PPG INDS INCPPG $253K2,227
TRIMBLE INCTRMB $253K3,329
NETAPP INCNTAP $250K2,342
VULCAN MATLS COVMC $248K951
MARTIN MARIETTA MATLS INCMLM $234K427
COGNIZANT TECHNOLOGY SOLUTIONCTSH $234K2,996
DOLLAR GEN CORP NEWDG $233K2,040
HP INCHPQ $233K9,526
LAS VEGAS SANDS CORPLVS $232K5,325
D R HORTON INCDHI $231K1,791
VERISIGN INCVRSN $231K799
EDWARDS LIFESCIENCES CORPEW $230K2,938
TARGET CORPTGT $227K2,302
NEWMONT CORPNEM $226K3,881
SEAGATE TECHNOLOGY HLDNGS PL $223K1,542
HARTFORD INSURANCE GROUP INCHIG $222K1,753
CROWN HLDGS INCCCK $218K2,117
WHEATON PRECIOUS METALS CORPWPM $216K2,407
WESTERN DIGITAL CORPWDC $215K3,366
TEXTRON INCTXT $214K4,627
ISHARES TRIWV $212K603
CDW CORPCDW $210K1,177
CORPAY INCCPAY $210K633
DIAGEO PLCDEO $210K2,081
CENCORA INCCOR $207K689
EQT CORPEQT $207K3,541
AGILENT TECHNOLOGIES INCA $206K1,748
HESS CORPHES $206K1,485
CYBERARK SOFTWARE LTD $202K497
AVALONBAY CMNTYS INCAVB $202K992
LIVE NATION ENTERTAINMENT INLYV $201K1,331
CENOVUS ENERGY INCCVE $147K10,819

Exited this quarter

IssuerTickerPrior valuePrior shares
ENFUSION INC $156.5M14,039,594
ISHARES TRIUSG $6.8M53,853
NIAGEN BIOSCIENCE INCNAGE $4.0M585,347
TRUIST FINL CORPTFC $452K10,993
EOG RES INCEOG $354K2,762
CONOCOPHILLIPSCOP $340K3,233
PUBLIC STORAGE OPER COPSA $335K1,119
ENTEGRIS INCENTG $334K3,819
AIRBNB INCABNB $323K2,708
FAIR ISAAC CORPFICO $304K165
NORFOLK SOUTHN CORPNSC $302K1,276
METLIFE INCMET $300K3,738
SCHLUMBERGER LTDSLB $299K7,142
ONEOK INC NEWOKE $298K3,003
OLD DOMINION FREIGHT LINE INODFL $295K1,786
AMERIPRISE FINL INCAMP $285K588
MARRIOTT INTL INC NEWMAR $284K1,194
MOTOROLA SOLUTIONS INCMSI $281K641
COPART INCCPRT $279K4,928
SYNOPSYS INCSNPS $274K639
KENVUE INCKVUE $272K11,350
ZOETIS INCZTS $271K1,643
CUMMINS INCCMI $266K849
LYONDELLBASELL INDSUSTRIES N $266K3,776
FLUTTER ENTMT PLCFLUT $259K1,167
AMETEK INCAME $254K1,478
TEXAS PACIFIC LAND CORPORATIONTPL $254K192
SIMON PPTY GROUP INC NEWSPG $252K1,519
DUPONT DE NEMOURS INCDD $250K3,352
PHILLIPS 66PSX $250K2,023
ARGENX SEARGX $249K421
HONDA MOTOR LTDHMC $247K9,117
SUNCOR ENERGY INC NEWSU $246K6,346
CHURCH & DWIGHT CO INCCHD $242K2,196
REGENERON PHARMACEUTICALSREGN $238K376
GARMIN LTDGRMN $237K1,093
BAXTER INTL INCBAX $234K6,846
WILLIS TOWERS WATSON PLC LTDWTW $233K690
DISCOVER FINL SVCSDFSEUR $232K1,360
FIFTH THIRD BANCORPFITB $222K5,667
CITIZENS FINL GROUP INCCFG $221K5,385
GARTNER INCIT $220K524
ARCH CAP GROUP LTD $220K2,284
TYSON FOODS INCTSN $214K3,357
SYSCO CORPSYY $213K2,835
KELLANOVAKEL $210K2,541
CSX CORPCSX $209K7,095
MSCI INCMSCI $209K369
HUBSPOT INCHUBS $209K365
DOW INCDOW $206K5,912
OTIS WORLDWIDE CORPOTIS $206K1,995
FERGUSON ENTERPRISES INCFERG $205K1,279
WATSCO INCWSO $204K401
XYLEM INCXYL $201K1,685
KEYCORPKEY $174K10,859
WARNER BROS DISCOVERY INCWBD $132K12,300