ICONIQ Capital, LLC — 13F Holdings & Portfolio

CIK 1569709 · latest 13F-HR filed 2026-05-15

ICONIQ Capital, LLC manages $4.46B in 13F-reported U.S. long-equity assets across 96 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TTAN (12.10%), PCOR (8.27%), NTSK (7.69%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 5, added to 10, and trimmed 42.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$4.46B

Long-equity book

Holdings

96

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+2 / −5 / ↑10 / ↓42

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TAIWAN SEMICONDUCTOR MFG LTD$16.2M +31.7%
  • KODIAK SCIENCES INC$12.9M +36.3%
  • UBER TECHNOLOGIES INC$2.7M +165.2%
  • SPDR GOLD TR$1.3M +8.6%
  • NEUMORA THERAPEUTICS INC.$409.5K +8.9%
Show all 10

Top Trims

  • NETSKOPE INC-$599.7M -51.6%
  • SERVICETITAN INC-$496.1M -40.4%
  • PROCORE TECHNOLOGIES INC-$230.1M -21.6%
  • FIGMA INC-$204.5M -94.2%
  • BLUE OWL CAPITAL INC-$186.8M -37.3%
Show all 42

New Positions

  • INVESCO QQQ TR$4.3M
  • FIRST TR EXCHANGE TRADED FD$545.1K
Show all 2

Exited Positions

  • GITLAB INC$43.5M
  • ORACLE CORP$4.7M
  • INVESCO QQQ TR$4.6M
  • FIRST TR EXCHANGE TRADED FD$626.9K
  • TESLA INC$209.6K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SERVICETITAN INC TTAN 81764X103 $540.3M 12.10% 8,514,137 SH
2 PROCORE TECHNOLOGIES INC PCOR 74275K108 $369.2M 8.27% 6,477,065 SH
3 NETSKOPE INC NTSK 64119N608 $343.4M 7.69% 40,449,951 SH
4 PROCORE TECHNOLOGIES INC PCOR 74275K108 $337.7M 7.56% 5,924,966 SH
5 SHOPIFY INC SHOP 82509L107 $291.3M 6.52% 2,456,052 SH
6 NETSKOPE INC NTSK 64119N608 $219.2M 4.91% 25,817,562 SH
7 BLUE OWL CAPITAL INC OWL 09581B103 $214.6M 4.81% 23,500,000 SH
8 NVIDIA CORPORATION NVDA 67066G104 $191.0M 4.28% 1,095,311 SH
9 ISHARES TR ACWI 464288257 $182.1M 4.08% 1,315,860 SH
10 ALPHABET INC GOOGL 02079K305 $178.5M 4.00% 620,793 SH
11 BROADCOM INC AVGO 11135F101 $132.1M 2.96% 426,802 SH
12 PROCORE TECHNOLOGIES INC PCOR 74275K108 $109.8M 2.46% 1,926,565 SH
13 CHIME FINL INC CHYM 16935C109 $99.8M 2.24% 5,330,705 SH
14 SERVICETITAN INC TTAN 81764X103 $96.6M 2.16% 1,522,200 SH
15 SERVICETITAN INC TTAN 81764X103 $94.6M 2.12% 1,491,295 SH
16 CHIME FINL INC CHYM 16935C109 $93.8M 2.10% 5,010,145 SH
17 BLUE OWL CAPITAL INC OWL 09581B103 $91.3M 2.04% 10,000,000 SH
18 ROBINHOOD MKTS INC HOOD 770700102 $81.5M 1.82% 1,175,483 SH
19 BLACKLINE INC BL 09239B109 $77.2M 1.73% 2,087,081 SH
20 TAIWAN SEMICONDUCTOR MFG LTD TSM 874039100 $67.2M 1.51% 198,846 SH
21 SERVICENOW INC NOW 81762P102 $62.6M 1.40% 599,070 SH
22 ADVANCED MICRO DEVICES INC AMD 007903107 $59.1M 1.32% 290,518 SH
23 MICROSOFT CORP MSFT 594918104 $55.3M 1.24% 149,321 SH
24 AMAZON COM INC AMZN 023135106 $52.3M 1.17% 251,061 SH
25 KODIAK SCIENCES INC KOD 50015M109 $48.3M 1.08% 1,266,563 SH
26 ALPHABET INC GOOGL 02079K305 $46.9M 1.05% 162,989 SH
27 CROWDSTRIKE HLDGS INC CRWD 22788C105 $32.4M 0.72% 82,904 SH
28 APPLOVIN APP 03831W108 $28.4M 0.64% 71,370 SH
29 ROBINHOOD MKTS INC HOOD 770700102 $20.3M 0.45% 292,593 SH
30 ISHARES TR IVV 464287200 $17.6M 0.39% 26,960 SH
31 PROCORE TECHNOLOGIES INC PCOR 74275K108 $16.7M 0.37% 292,335 SH
32 SPDR GOLD TR GLD 78463V107 $15.9M 0.36% 36,920 SH
33 CHIME FINL INC CHYM 16935C109 $13.5M 0.30% 723,287 SH
34 FIGMA INC FIG 316841105 $12.2M 0.27% 5,793,569 SH
35 MERCADOLIBRE INC MELI 58733R102 $11.1M 0.25% 6,446 SH
36 COINBASE GLOBAL INC COIN 19260Q107 $11.0M 0.25% 62,714 SH
37 ISHARES TR IEFA 46432F842 $10.2M 0.23% 113,075 SH
38 ISHARES TR ACWX 464288240 $10.0M 0.22% 146,489 SH
39 VANGUARD INDEX FDS VOO 922908363 $9.4M 0.21% 15,664 SH
40 ISHARES TR IUSV 464287663 $8.8M 0.20% 85,842 SH
41 BLUE OWL CAPITAL INC OWL 09581B103 $7.8M 0.17% 853,844 SH
42 NU HLDGS LTD NU G6683N103 $7.7M 0.17% 533,344 SH
43 CCC INTELLIGENT SOLUTIONS HL CCC 12510Q100 $7.0M 0.16% 1,160,847 SH
44 VANGUARD TAX-MANAGED FDS VEA 921943858 $6.7M 0.15% 105,323 SH
45 VANGUARD INTL EQUITY INDEX F VT 922042742 $6.2M 0.14% 44,785 SH
46 ELEVATION SERIES TRUST SOVF 210322202 $5.7M 0.13% 214,249 SH
47 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $5.4M 0.12% 101,575 SH
48 ISHARES INC URTH 464286392 $5.2M 0.12% 29,109 SH
49 NEUMORA THERAPEUTICS INC. NMRA 640979100 $5.0M 0.11% 2,559,090 SH
50 CLOUDFLARE INC NET 18915M107 $4.8M 0.11% 23,136 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $4.46B 96 0001011438-26-000321
2025-12-31 2026-02-13 $6.62B 100 0001011438-26-000105
2025-09-30 2025-11-14 $8.05B 110 0001011438-25-000558