ICONIQ Capital, LLC Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$4.7B

Holdings

206

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (206 positions)

#StockSharesValue% PortfolioType
101
VOTVANGUARD INDEX FDS
1,837$447.3B9613.19%
102
BTCGBPGRAYSCALE BITCOIN MINI TR BT
77,932$438.8B9430.03%
103
TELTE CONNECTIVITY PLC
2,879$434.7B9342.83%
104
SDYSPDR SER TR
3,041$431.9B9283.60%
105
CSCOCISCO SYS INC
8,103$431.2B9268.51%
106
ADBEADOBE INC
830$429.8B9236.59%
107
WFCWELLS FARGO CO NEW
7,466$421.8B9064.59%
108
SPGIS&P GLOBAL INC
816$421.6B9060.46%
109
RYROYAL BK CDA
3,368$420.1B9028.85%
110
ABTABBOTT LABS
3,681$419.7B9019.82%
111
NOWSERVICENOW INC
463$414.1B8900.15%
112
NEENEXTERA ENERGY INC
4,824$407.8B8764.10%
113
AXPAMERICAN EXPRESS CO
1,491$404.4B8690.72%
114
ISRGINTUITIVE SURGICAL INC
810$397.9B8552.53%
115
RTXRTX CORPORATION
3,258$394.7B8483.97%
116
AMGNAMGEN INC
1,225$394.7B8483.28%
117
TMTOYOTA MOTOR CORP
2,182$389.6B8374.38%
118
TAT&T INC
17,671$388.8B8355.50%
119
HBC2HSBC HLDGS PLC
8,562$386.9B8315.85%
120
ULUNILEVER PLC
5,919$384.5B8263.86%
121
DHRDANAHER CORPORATION
1,330$369.8B7947.25%
122
PGRPROGRESSIVE CORP
1,450$368.0B7908.24%
123
ETNEATON CORP PLC
1,110$367.9B7907.08%
124
BACVERIZON COMMUNICATIONS INC
8,001$359.3B7722.83%
125
LOWLOWES COS INC
1,301$352.4B7573.48%
126
KLACKLA CORP
453$350.8B7539.77%
127
ADIANALOG DEVICES INC
1,507$346.9B7455.05%
128
TJXTJX COS INC NEW
2,895$340.3B7313.46%
129
UNPUNION PAC CORP
1,380$340.1B7310.53%
130
VOEVANGUARD INDEX FDS
2,000$335.3B7207.33%
131
SYKSTRYKER CORPORATION
927$334.9B7197.61%
132
BSXBOSTON SCIENTIFIC CORP
3,990$334.4B7186.31%
133
MRSHMARSH & MCLENNAN COS INC
1,474$329.0B7070.31%
134
CARTMAPLEBEAR INC
7,665$312.3B6711.54%
135
TTWOTAKE-TWO INTERACTIVE SOFTWARE
2,014$309.6B6653.51%
136
LRCXEURLAM RESEARCH CORP
375$306.5B6586.45%
137
MDTMEDTRONIC PLC
3,385$304.8B6549.91%
138
HONHONEYWELL INTL INC
1,468$303.4B6521.93%
139
VBKVANGUARD INDEX FDS
1,132$302.7B6505.01%
140
CMCSACOMCAST CORP NEW
7,177$299.8B6443.12%
141
WMTWALMART INC
3,686$297.6B6397.16%
142
FISVFISERV INC
1,639$294.4B6328.41%
143
IJRISHARES TR
2,512$293.8B6314.61%
144
TTENTOTALENERGIES SE
4,478$289.4B6219.27%
145
DISDISNEY WALT CO
2,996$288.2B6193.84%
146
ADPAUTOMATIC DATA PROCESSING IN
1,040$287.8B6185.55%
147
TDYTELEDYNE TECHNOLOGIES INC
657$287.5B6180.05%
148
COPCONOCOPHILLIPS
2,701$284.4B6111.66%
149
VBRVANGUARD INDEX FDS
1,411$283.3B6088.87%
150
SONYSONY GROUP CORP
2,931$283.0B6082.15%
151
SHELSHELL PLC
4,252$280.4B6026.93%
152
CBCHUBB LIMITED
972$280.3B6024.70%
153
MUMICRON TECHNOLOGY INC
2,699$279.9B6016.06%
154
ANETEURARISTA NETWORKS INC
727$279.0B5997.23%
155
SOSOUTHERN CO
3,085$278.2B5979.35%
156
DUKDUKE ENERGY CORP NEW
2,391$275.7B5925.12%
157
TDTORONTO DOMINION BK ONT
4,268$270.0B5802.87%
158
ICEINTERCONTINENTAL EXCHANGE IN
1,676$269.2B5786.52%
159
REGNREGENERON PHARMACEUTICALS
254$267.0B5738.85%
160
SHWSHERWIN WILLIAMS CO
698$266.4B5725.76%
161
CDWCDW CORP
1,176$266.1B5719.80%
162
BLKCHFBLACKROCK INC
275$261.1B5612.04%
163
LMTLOCKHEED MARTIN CORP
444$259.5B5578.30%
164
VRTXVERTEX PHARMACEUTICALS INC
557$259.1B5567.66%
165
XLESELECT SECTOR SPDR TR
2,904$255.0B5479.99%
166
BXBLACKSTONE INC
1,663$254.7B5473.20%
167
PFEPFIZER INC
8,736$252.8B5433.76%
168
BKNGBOOKING HOLDINGS INC
60$252.7B5431.76%
169
SNYSANOFI
4,373$252.0B5416.48%
170
DWDMORGAN STANLEY
2,406$250.8B5390.36%
171
INTCINTEL CORP
10,455$245.3B5271.58%
172
7HPHP INC
6,799$243.9B5241.61%
173
AMTAMERICAN TOWER CORP NEW
1,036$240.9B5178.25%
174
MCOMOODYS CORP
504$239.2B5140.88%
175
BNBROOKFIELD CORP
4,421$235.0B5050.24%
176
CITCINTAS CORP
1,124$231.4B4973.58%
177
ELVELEVANCE HEALTH INC
444$230.9B4962.21%
178
IWRISHARES TR
2,595$228.7B4915.85%
179
RELXRELX PLC
4,768$226.3B4863.54%
180
TOSTTOAST INC
7,902$223.7B4808.02%
181
RIORIO TINTO PLC
3,122$222.2B4775.50%
182
CLCOLGATE PALMOLIVE CO
2,138$221.9B4770.20%
183
CPCANADIAN PACIFIC KANSAS CITY
2,592$221.7B4765.34%
184
GSKGSK PLC
5,399$220.7B4743.65%
185
WELLWELLTOWER INC
1,719$220.1B4730.18%
186
PANWPALO ALTO NETWORKS INC
639$218.4B4694.20%
187
GLWCORNING INC
4,782$215.9B4640.40%
188
CITHE CIGNA GROUP
618$214.1B4601.56%
189
SCHWSCHWAB CHARLES CORP
3,276$212.3B4563.27%
190
KKRKKR & CO INC
1,624$212.1B4557.76%
191
AFLAFLAC INC
1,886$210.9B4531.82%
192
PNCPNC FINL SVCS GROUP INC
1,139$210.5B4525.14%
193
SANBANCO SANTANDER S.A.
41,203$210.1B4516.35%
194
SBUXSTARBUCKS CORP
2,155$210.1B4515.40%
195
TTTRANE TECHNOLOGIES PLC
538$209.1B4494.90%
196
HCAHCA HEALTHCARE INC
513$208.5B4481.18%
197
IBMINTERNATIONAL BUSINESS MACHS
923$204.1B4385.71%
198
EQIXEQUINIX INC
229$203.3B4368.74%
199
SMFGSUMITOMO MITSUI FINL GROUP I
15,502$195.8B4208.04%
200
WOPWOODSIDE ENERGY GROUP LTD
11,264$194.2B4173.67%
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