13F Radar
Smart-Money Tracker
Institutional Ownership · SEC 13F
← All managers

SAN FRANCISCO, CA · CIK 0001569709

ICONIQ

ICONIQ Capital, LLC

Portfolio value
$8.05B
2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31
Positions
94
New this Q
3
Exited this Q
313
Source filing
#IssuerTickerWeight ValueShares / PrinQoQ

New this quarter

IssuerTickerValueShares
NETSKOPE INCNTSK $1.51B66,267,513
FIGMA INCFIG $1.11B21,378,048
ETF SER SOLUTIONSAKAF $2.1M75,400

Exited this quarter

IssuerTickerPrior valuePrior shares
MASTERCARD INCORPORATEDMA $2.9M5,086
EXXON MOBIL CORPXOM $2.4M22,495
COSTCO WHSL CORP NEWCOST $2.4M2,448
SAP SESAP $2.0M6,672
ASML HOLDING N VASML $2.0M2,455
JOHNSON & JOHNSONJNJ $1.9M12,733
COCA COLA COKO $1.8M26,017
GE AEROSPACEGE $1.8M6,903
CISCO SYS INCCSCO $1.7M23,921
ABBOTT LABSABT $1.5M11,319
CITIGROUP INCC $1.5M17,902
ABBVIE INCABBV $1.5M7,978
PHILIP MORRIS INTL INCPM $1.5M8,111
HOME DEPOT INCHD $1.5M4,008
NOVARTIS AGNVS $1.5M12,135
PROCTER AND GAMBLE COPG $1.5M9,159
APPLIED MATLS INCAMAT $1.5M7,961
HSBC HLDGS PLCHSBC $1.4M23,745
LINDE PLCLIN $1.4M3,045
KLA CORPKLAC $1.4M1,546
PALANTIR TECHNOLOGIES INCPLTR $1.3M9,722
WELLS FARGO CO NEWWFC $1.3M16,431
RTX CORPORATIONRTX $1.3M8,922
AT&T INCT $1.3M44,780
BOOKING HOLDINGS INCBKNG $1.2M211
LAM RESEARCH CORPLRCX $1.2M12,426
AMPHENOL CORP NEWAPH $1.2M12,183
ASTRAZENECA PLCAZN $1.2M16,859
MCDONALDS CORPMCD $1.2M3,938
TJX COS INC NEWTJX $1.1M9,146
BOSTON SCIENTIFIC CORPBSX $1.1M10,166
MERCK & CO INCMRK $1.1M13,689
PROGRESSIVE CORPPGR $1.0M3,866
SONY GROUP CORPSONY $1.0M38,856
NOVO-NORDISK A SNVO $1.0M14,536
SCHWAB CHARLES CORPSCHW $992K10,868
PARKER-HANNIFIN CORPPH $990K1,418
QUALCOMM INCQCOM $905K5,684
BLACKROCK INCBLK $885K843
TEXAS INSTRS INCTXN $879K4,234
TAKEDA PHARMACEUTICAL CO LTDTAK $846K54,703
GILEAD SCIENCES INCGILD $837K7,547
DISNEY WALT CODIS $834K6,729
TORONTO DOMINION BK ONTTD $808K11,003
VERIZON COMMUNICATIONS INCVZ $802K18,528
SERVICENOW INCNOW $796K774
BHP GROUP LTDBHP $795K16,540
CHUBB LIMITEDCB $795K2,743
CHEVRON CORP NEWCVX $789K5,509
MORGAN STANLEYMS $788K5,596
AMERICAN EXPRESS COAXP $784K2,457
STRYKER CORPORATIONSYK $780K1,972
DEERE & CODE $776K1,526
TOTALENERGIES SETTE $768K12,515
ROYAL BK CDARY $768K5,835
INTUITIVE SURGICAL INCISRG $758K1,395
CAPITAL ONE FINL CORPCOF $755K3,550
LOWES COS INCLOW $741K3,341
TOYOTA MOTOR CORPTM $736K4,270
SPOTIFY TECHNOLOGY S ASPOT $727K948
ANALOG DEVICES INCADI $724K3,042
MARSH & MCLENNAN COS INCMRSH $723K3,308
STMICROELECTRONICS N VSTM $723K23,768
DUKE ENERGY CORP NEWDUK $708K5,997
BANCO SANTANDER S.A.SAN $708K85,250
UNILEVER PLCUL $689K11,262
CANADIAN NATL RY COCNI $684K6,571
GE VERNOVA INCGEV $676K1,277
CATERPILLAR INCCAT $675K1,740
CONSTELLATION ENERGY CORPCEG $670K2,076
EATON CORP PLCETN $662K1,854
SANOFISNY $654K13,534
SHELL PLCSHEL $654K9,284
NEXTERA ENERGY INCNEE $640K9,223
BOEING COBA $638K3,046
AMGEN INCAMGN $633K2,268
ALTRIA GROUP INCMO $625K10,652
WILLIAMS COS INCWMB $619K9,858
AMERICAN TOWER CORP NEWAMT $617K2,793
S&P GLOBAL INCSPGI $611K1,158
BARCLAYS PLCBCS $609K32,738
ANHEUSER BUSCH INBEV SA/NVBUD $607K8,828
BRITISH AMERN TOB PLCBTI $600K12,681
WELLTOWER INCWELL $593K3,860
MEDTRONIC PLCMDT $587K6,730
KROGER COKR $578K8,060
ACCENTURE PLC IRELANDACN $576K1,926
AUTOMATIC DATA PROCESSING INADP $575K1,866
AUTODESK INCADSK $575K1,856
CME GROUP INCCME $572K2,075
THOMSON REUTERS CORPTRI $564K2,803
GSK PLCGSK $559K14,560
SUMITOMO MITSUI FINL GROUP ISMFG $552K36,510
BANK NOVA SCOTIA HALIFAXBNS $550K9,953
BANCO BILBAO VIZCAYA ARGENTABBVA $547K35,602
INTEL CORPINTC $546K24,371
THE CIGNA GROUPCI $543K1,642
SEA LTDSE $541K3,380
SOUTHERN COSO $539K5,872
FORTINET INCFTNT $538K5,085
AFLAC INCAFL $527K4,996
MCKESSON CORPMCK $524K715
CADENCE DESIGN SYSTEM INCCDNS $524K1,699
CHENIERE ENERGY INCLNG $523K2,148
HUNTINGTON BANCSHARES INCHBAN $522K31,174
GENERAL DYNAMICS CORPGD $521K1,785
MICRON TECHNOLOGY INCMU $519K4,209
3MMMM $516K3,388
SKYWORKS SOLUTIONS INCSWKS $509K6,824
ELEVANCE HEALTH INCELV $506K1,301
CORTEVA INCCTVA $503K6,744
ARES MANAGEMENT CORPORATIONARES $502K2,896
HONEYWELL INTL INCHON $501K2,151
PEPSICO INCPEP $494K3,745
ADOBE INCADBE $490K1,266
WABTECWAB $489K2,338
PFIZER INCPFE $486K20,046
TRANE TECHNOLOGIES PLCTT $484K1,106
DIGITAL RLTY TR INCDLR $482K2,767
MIZUHO FINANCIAL GROUP INCMFG $481K86,550
INTERCONTINENTAL EXCHANGE INICE $481K2,621
APOLLO GLOBAL MGMT INCAPO $475K3,351
BROOKFIELD CORPBN $475K7,673
GALLAGHER ARTHUR J & COAJG $469K1,466
WASTE MGMT INC DELWM $466K2,037
DIAMONDBACK ENERGY INCFANG $460K3,349
ENBRIDGE INCENB $458K10,111
THERMO FISHER SCIENTIFIC INCTMO $457K1,128
COLGATE PALMOLIVE COCL $457K5,024
UBS GROUP AGUBS $456K13,488
OREILLY AUTOMOTIVE INCORLY $449K4,987
NATWEST GROUP PLCNWG $448K31,641
HOWMET AEROSPACE INCHWM $444K2,387
TRANSDIGM GROUP INCTDG $439K289
RELX PLCRELX $434K7,986
ARISTA NETWORKS INCANET $429K4,195
FIRST SOLAR INCFSLR $427K2,581
PALO ALTO NETWORKS INCPANW $423K2,067
CHIPOTLE MEXICAN GRILL INCCMG $421K7,492
MANULIFE FINL CORPMFC $419K13,101
JOHNSON CTLS INTL PLCJCI $418K3,954
HCA HEALTHCARE INCHCA $416K1,087
DANAHER CORPORATIONDHR $410K2,075
INTERNATIONAL BUSINESS MACHSIBM $409K1,386
CINTAS CORPCTAS $405K1,816
UNION PAC CORPUNP $401K1,744
CANADIAN IMPERIAL BK COMMCM $400K5,651
MICROSTRATEGY INCMSTR $400K990
UNITED RENTALS INCURI $398K528
UNITED PARCEL SERVICE INCUPS $395K3,913
ING GROEP N.V.ING $394K18,017
MONDELEZ INTL INCMDLZ $394K5,842
BANK MONTREAL QUEBMO $392K3,539
REPUBLIC SVCS INCRSG $384K1,558
ROPER TECHNOLOGIES INCROP $383K675
FIRST CTZNS BANCSHARES INC NFCNCA $382K195
LLOYDS BANKING GROUP PLCLYG $380K89,307
AXON ENTERPRISE INCAXON $378K457
MARVELL TECHNOLOGY INCMRVL $378K4,888
WASTE CONNECTIONS INCWCN $378K2,025
JAMES HARDIE INDS PLCJHX $373K13,867
CARNIVAL CORPCCL $367K13,068
BROOKFIELD ASSET MANAGMT LTDBAM $366K6,628
ROYAL CARIBBEAN GROUP $361K1,154
IMPERIAL OIL LTDIMO $357K4,489
LOCKHEED MARTIN CORPLMT $353K762
PRUDENTIAL PLCPUK $353K14,098
VERTEX PHARMACEUTICALS INCVRTX $352K790
CANADIAN PACIFIC KANSAS CITYCP $346K4,371
BLACKSTONE INCBX $345K2,307
CROWN CASTLE INCCCI $344K3,352
COMCAST CORP NEWCMCSA $344K9,635
GODADDY INCGDDY $344K1,909
ROBLOX CORPRBLX $343K3,264
CRH PLCCRH $343K3,740
REALTY INCOME CORPO $341K5,925
SEMPRASRE $339K4,477
RIO TINTO PLCRIO $339K5,809
TRAVELERS COMPANIES INCTRV $338K1,263
AUTOZONE INCAZO $338K91
MONOLITHIC PWR SYS INCMPWR $336K460
THE TRADE DESK INCTTD $333K4,627
QUANTA SVCS INCPWR $331K875
MICROCHIP TECHNOLOGY INC.MCHP $329K4,670
INGERSOLL RAND INCIR $328K3,941
US BANCORP DELUSB $327K7,221
EXELON CORPEXC $326K7,518
FISERV INCFISV $326K1,893
AON PLCAON $325K910
CVS HEALTH CORPCVS $324K4,704
MARATHON PETE CORPMPC $324K1,952
DEUTSCHE BANK A G $322K11,002
NXP SEMICONDUCTORS N VNXPI $321K1,469
ZSCALER INCZS $314K1,001
NASDAQ INCNDAQ $311K3,479
CANADIAN NAT RES LTDCNQ $311K9,902
UNITEDHEALTH GROUP INCUNH $311K996
FERRARI N VRACE $309K629
ECOLAB INCECL $307K1,139
DELTA AIR LINES INC DELDAL $306K6,229
TELEDYNE TECHNOLOGIES INCTDY $306K597
TE CONNECTIVITY PLCTEL $305K1,809
FREEPORT-MCMORAN INCFCX $304K7,022
NIKE INCNKE $304K4,278
VEEVA SYS INCVEEV $303K1,051
VALERO ENERGY CORPVLO $302K2,247
BANK NEW YORK MELLON CORPBNY $300K3,294
STARBUCKS CORPSBUX $298K3,251
ILLINOIS TOOL WKS INCITW $295K1,192
MARKEL GROUP INCMKL $292K146
BRISTOL-MYERS SQUIBB COBMY $289K6,235
PROLOGIS INC.PLD $288K2,741
STATE STR CORPSTT $286K2,694
IRON MTN INC DELIRM $286K2,792
ANSYS INCAKX $284K808
COSTAR GROUP INCCSGP $283K3,526
VERISK ANALYTICS INCVRSK $283K908
KIMBERLY-CLARK CORPKMB $282K2,186
GRAB HOLDINGS LIMITEDGRAB $281K55,919
HILTON WORLDWIDE HLDGS INCHLT $280K1,050
AGNICO EAGLE MINES LTDAEM $278K2,336
AMERICAN ELEC PWR CO INCAEP $277K2,670
NATIONAL GRID PLCNGG $275K3,700
NORTHROP GRUMMAN CORPNOC $273K546
CGI INCGIB $272K2,599
PTC INCPTC $270K1,564
CARDINAL HEALTH INCCAH $268K1,593
DTE ENERGY CODTE $267K2,015
IQVIA HLDGS INCIQV $267K1,693
DOMINION ENERGY INCD $266K4,705
NRG ENERGY INCNRG $264K1,645
PAYCHEX INCPAYX $264K1,814
JABIL INCJBL $263K1,206
ALNYLAM PHARMACEUTICALS INCALNY $263K806
FASTENAL COFAST $260K6,192
PNC FINL SVCS GROUP INCPNC $260K1,395
CBRE GROUP INCCBRE $257K1,833
SHERWIN WILLIAMS COSHW $255K744
AMERICAN INTL GROUP INCAIG $255K2,977
VISTRA CORPVST $254K1,308
ENTERGY CORP NEWETR $253K3,048
PPG INDS INCPPG $253K2,227
TRIMBLE INCTRMB $253K3,329
EMERSON ELEC COEMR $253K1,895
MITSUBISHI UFJ FINL GROUP INMUFG $251K18,294
TARGA RES CORPTRGP $250K1,437
KKR & CO INCKKR $250K1,877
NETAPP INCNTAP $250K2,342
WEC ENERGY GROUP INCWEC $249K2,389
VULCAN MATLS COVMC $248K951
MOODYS CORPMCO $248K494
KINDER MORGAN INC DELKMI $247K8,408
CARRIER GLOBAL CORPORATIONCARR $245K3,354
ALLSTATE CORPALL $245K1,217
AMERICAN WTR WKS CO INC NEWAWK $243K1,749
WORKDAY INCWDAY $242K1,009
EQUINOR ASAEQNR $240K9,557
PPL CORPPPL $240K7,084
BP PLCBP $240K8,003
VICI PPTYS INCVICI $239K7,339
HALEON PLCHLN $239K23,064
MARTIN MARIETTA MATLS INCMLM $234K427
BROWN & BROWN INCBRO $234K2,110
COGNIZANT TECHNOLOGY SOLUTIONCTSH $234K2,996
XCEL ENERGY INCXEL $233K3,427
DOLLAR GEN CORP NEWDG $233K2,040
HP INCHPQ $233K9,526
LAS VEGAS SANDS CORPLVS $232K5,325
TC ENERGY CORPTRP $232K4,746
D R HORTON INCDHI $231K1,791
VERISIGN INCVRSN $231K799
PAYPAL HLDGS INCPYPL $231K3,103
COCA-COLA EUROPACIFIC PARTNECCEP $231K2,486
GENERAL MTRS COGM $230K4,678
EDWARDS LIFESCIENCES CORPEW $230K2,938
TARGET CORPTGT $227K2,302
NEWMONT CORPNEM $226K3,881
ON SEMICONDUCTOR CORPON $225K4,288
SEAGATE TECHNOLOGY HLDNGS PL $223K1,542
HARTFORD INSURANCE GROUP INCHIG $222K1,753
ARCELORMITTAL SA LUXEMBOURGMT $222K7,033
STERIS PLCSTE $222K923
EQUINIX INCEQIX $221K278
FRANCO NEV CORPFNV $221K1,348
WHEATON PRECIOUS METALS CORPWPM $216K2,407
WESTERN DIGITAL CORPWDC $215K3,366
TEXTRON INCTXT $214K4,627
NOKIA CORPNOK $213K41,122
PEMBINA PIPELINE CORPPBA $211K5,616
BECTON DICKINSON & COBDX $210K1,222
CDW CORPCDW $210K1,177
CORPAY INCCPAY $210K633
DIAGEO PLCDEO $210K2,081
BERKLEY W R CORPWRB $209K2,840
GRAINGER W W INCGWW $208K200
T-MOBILE US INCTMUS $207K870
CENCORA INCCOR $207K689
EQT CORPEQT $207K3,541
AGILENT TECHNOLOGIES INCA $206K1,748
HESS CORPHES $206K1,485
BAKER HUGHES COMPANYBKR $205K5,343
CYBERARK SOFTWARE LTD $202K497
AVALONBAY CMNTYS INCAVB $202K992
LIVE NATION ENTERTAINMENT INLYV $201K1,331
KINROSS GOLD CORPKGC $192K12,255
LIBERTY MEDIA CORP DELFWONK $184K2,313
ICL GROUP LTDICL $180K26,217
FORD MTR COF $167K15,349
WOODSIDE ENERGY GROUP LTDWDS $155K10,033
NOMURA HLDGS INCNMR $154K23,354
CENOVUS ENERGY INCCVE $147K10,819
TELEFONAKTIEBOLAGET LM ERICSERIC $100K11,819
TELEFONICA S ATELFY $68K12,913