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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UBER UBER TECHNOLOGIES INC Technology 60,302.0 $4.3M 0.10% +40K +201.3% $71.93 +3.7%
42 QQQ INVESCO QQQ TR Financial Services 7,499.0 $4.3M 0.10% NEW $577.18 +23.8%
43 VIG VANGUARD SPECIALIZED FUNDS 16,466.0 $3.5M 0.08% $215.06 +7.4%
44 VTI VANGUARD INDEX FDS 8,741.0 $2.8M 0.06% $320.83 +13.8%
45 ETF SER SOLUTIONS 75,400.0 $2.3M 0.05% $30.88
46 IWD ISHARES TR 10,489.0 $2.2M 0.05% $213.67 +9.8%
47 DASH DOORDASH Communication Services 11,503.0 $1.7M 0.04% $150.15 +6.1%
48 GOOG ALPHABET INC Communication Services 5,208.0 $1.5M 0.03% $286.86 +33.7%
49 IAU ISHARES GOLD TR Financial Services 12,819.0 $1.1M 0.03% $88.16 -3.1%
50 SNOW SNOWFLAKE INC Technology 6,739.0 $1.0M 0.02% $150.82 +10.7%
51 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7,990.0 $1.0M 0.02% $125.46 +4.8%
52 RLAY RELAY THERAPEUTICS INC Healthcare 94,697.0 $942K 0.02% $9.95 +30.9%
53 DVY ISHARES TR 6,164.0 $933K 0.02% $151.43 +1.8%
54 AAPL APPLE INC Technology 3,219.0 $817K 0.02% $253.79 +20.2%
55 IWF ISHARES TR 7,583.0 $808K 0.02% $106.60 +17.0%
56 IEMG ISHARES INC 10,599.0 $739K 0.02% $69.75 +15.5%
57 VYM VANGUARD WHITEHALL FDS 4,331.0 $641K 0.01% $148.08 +6.2%
58 OEF ISHARES TR 1,897.0 $603K 0.01% $318.00 +16.5%
59 SKYY FIRST TR EXCHANGE TRADED FD 5,235.0 $572K 0.01% $109.36 +18.7%
60 FDN FIRST TR EXCHANGE TRADED FD 2,329.0 $545K 0.01% NEW $234.03 +16.1%
Page 3 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%