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Portfolio (Quarterly) Guide ↗

ICONIQ Capital, LLC

· CIK 0001569709
13F Portfolio $4.5B AUM 96 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 5 Added 2 Reduced 5 Exited
Page 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 26,960.0 $17.6M 0.39% $653.21 +14.2%
22 GLD SPDR GOLD TR Financial Services 36,920.0 $15.9M 0.36% $430.29 -3.1%
23 FIG FIGMA INC Technology 5,808,720.0 $12.6M 0.28% $2.16 +897.9%
24 MELI MERCADOLIBRE INC Consumer Cyclical 6,446.0 $11.1M 0.25% $1729.02 -3.0%
25 COIN COINBASE GLOBAL INC Financial Services 62,714.0 $11.0M 0.24% $174.61 +10.9%
26 IEFA ISHARES TR 113,075.0 $10.2M 0.23% $90.53 +7.5%
27 ACWX ISHARES TR 146,489.0 $10.0M 0.23% $68.47 +10.0%
28 VOO VANGUARD INDEX FDS 15,664.0 $9.4M 0.21% $597.56 +14.3%
29 IUSV ISHARES TR 85,842.0 $8.8M 0.20% $102.25 +7.0%
30 NU NU HLDGS LTD Financial Services 533,344.0 $7.7M 0.17% $14.37 -8.4%
31 CCC CCC INTELLIGENT SOLUTIONS HL Technology 1,160,847.0 $7.0M 0.16% $6.00 -24.3%
32 VEA VANGUARD TAX-MANAGED FDS 105,323.0 $6.7M 0.15% $64.08 +10.3%
33 VT VANGUARD INTL EQUITY INDEX F 44,785.0 $6.2M 0.14% $138.32 +12.2%
34 SOVF ELEVATION SERIES TRUST 214,249.0 $5.7M 0.13% $26.81 +5.4%
35 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 101,575.0 $5.4M 0.12% $52.76 +14.2%
36 URTH ISHARES INC 29,109.0 $5.2M 0.12% $180.02 +12.2%
37 NMRA NEUMORA THERAPEUTICS INC. Healthcare 2,559,090.0 $5.0M 0.11% $1.95 -5.1%
38 NET CLOUDFLARE INC Technology 23,136.0 $4.8M 0.11% $206.34 +3.1%
39 IWB ISHARES TR 13,096.0 $4.7M 0.10% $356.58 +13.6%
40 SPY SPDR S&P 500 ETF TR Financial Services 7,122.0 $4.6M 0.10% $650.34 +14.2%
Page 2 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 75.5%
Financial Services 16.1%
Communication Services 5.5%
Consumer Cyclical 1.5%
Healthcare 1.3%