ICONIQ Capital, LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$6.4B

Holdings

345

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (345 positions)

#StockSharesValue% PortfolioType
201
EMREMERSON ELEC CO
2,908$360.5M5.61%
202
AJGGALLAGHER ARTHUR J & CO
1,257$356.8M5.55%
203
MNDYMONDAY COM LTD
1,506$354.6M5.52%
204
KRKROGER CO
5,781$353.5M5.50%
205
MMM3M
2,733$352.8M5.49%
206
TMOTHERMO FISHER SCIENTIFIC INC
672$349.6M5.44%
207
CPCANADIAN PACIFIC KANSAS CITY
4,791$346.7M5.40%
208
RELXRELX PLC
7,574$344.0M5.35%
209
PRUPRUDENTIAL FINL INC
2,894$343.0M5.34%
210
ICEINTERCONTINENTAL EXCHANGE IN
2,301$342.9M5.34%
211
LMTLOCKHEED MARTIN CORP
704$342.1M5.32%
212
RCLROYAL CARIBBEAN GROUP
1,477$341.6M5.32%
213
PNCPNC FINL SVCS GROUP INC
1,759$339.2M5.28%
214
XBISPDR SER TR
3,742$337.0M5.25%
215
IQVIQVIA HLDGS INC
1,712$336.4M5.24%
216
PSAPUBLIC STORAGE OPER CO
1,116$334.2M5.20%
217
SOSOUTHERN CO
4,045$333.0M5.18%
218
TTENTOTALENERGIES SE
6,109$332.9M5.18%
219
SHWSHERWIN WILLIAMS CO
968$329.1M5.12%
220
VOEVANGUARD INDEX FDS
2,012$325.5M5.07%
221
CMECME GROUP INC
1,399$324.9M5.06%
222
WELLWELLTOWER INC
2,557$322.3M5.02%
223
PYPLPAYPAL HLDGS INC
3,748$319.9M4.98%
224
REGNREGENERON PHARMACEUTICALS
448$319.1M4.97%
225
MCKMCKESSON CORP
558$318.0M4.95%
226
VBKVANGUARD INDEX FDS
1,133$317.3M4.94%
227
FDXFEDEX CORP
1,124$316.2M4.92%
228
WCNWASTE CONNECTIONS INC
1,829$313.8M4.88%
229
BDXBECTON DICKINSON & CO
1,369$310.6M4.83%
230
BCSBARCLAYS PLC
23,299$309.6M4.82%
231
FTNTFORTINET INC
3,266$308.6M4.80%
232
TRVTRAVELERS COMPANIES INC
1,266$305.0M4.75%
233
BNSBANK NOVA SCOTIA HALIFAX
5,655$303.8M4.73%
234
TERTERADYNE INC
2,405$302.8M4.71%
235
SBUXSTARBUCKS CORP
3,316$302.6M4.71%
236
COFCAPITAL ONE FINL CORP
1,692$301.7M4.70%
237
TOSTTOAST INC
8,251$300.7M4.68%
238
WDAYWORKDAY INC
1,165$300.6M4.68%
239
HMCHONDA MOTOR LTD
10,355$295.6M4.60%
240
MCOMOODYS CORP
621$294.0M4.58%
241
MNSTMONSTER BEVERAGE CORP NEW
5,586$293.6M4.57%
242
SYYSYSCO CORP
3,829$292.8M4.56%
243
IJRISHARES TR
2,537$292.3M4.55%
244
RHCRH PLC
3,157$292.1M4.55%
245
LYBLYONDELLBASELL INDSUSTRIES N
3,932$292.0M4.55%
246
WMWASTE MGMT INC DEL
1,440$290.6M4.52%
247
ENBENBRIDGE INC
6,768$287.2M4.47%
248
MFCMANULIFE FINL CORP
9,302$285.7M4.45%
249
AONAON PLC
786$282.3M4.39%
250
VBRVANGUARD INDEX FDS
1,419$281.2M4.38%
251
KMBKIMBERLY-CLARK CORP
2,129$279.0M4.34%
252
GMGENERAL MTRS CO
5,214$277.8M4.32%
253
MARMARRIOTT INTL INC NEW
993$277.0M4.31%
254
ADSKAUTODESK INC
926$273.7M4.26%
255
HLTHILTON WORLDWIDE HLDGS INC
1,105$273.1M4.25%
256
PEGPUBLIC SVC ENTERPRISE GRP IN
3,211$271.3M4.22%
257
SPOTSPOTIFY TECHNOLOGY S A
604$270.2M4.21%
258
IBMINTERNATIONAL BUSINESS MACHS
1,223$268.9M4.18%
259
CBRECBRE GROUP INC
2,045$268.5M4.18%
260
METMETLIFE INC
3,269$267.7M4.17%
261
APOAPOLLO GLOBAL MGMT INC
1,619$267.4M4.16%
262
ORLYOREILLY AUTOMOTIVE INC
225$266.8M4.15%
263
NWGNATWEST GROUP PLC
26,189$266.3M4.15%
264
T7DTRANSDIGM GROUP INC
209$264.9M4.12%
265
APPAPPLOVIN
817$264.6M4.12%
266
IWPISHARES TR
2,087$264.5M4.12%
267
DHRDANAHER CORPORATION
1,147$263.3M4.10%
268
PEOEXELON CORP
6,979$262.7M4.09%
269
STMSTMICROELECTRONICS N V
10,371$259.0M4.03%
270
XYZBLOCK INC
3,024$257.0M4.00%
271
DEODIAGEO PLC
2,018$256.5M3.99%
272
PHPARKER-HANNIFIN CORP
400$254.4M3.96%
273
RSGREPUBLIC SVCS INC
1,249$251.3M3.91%
274
XLESELECT SECTOR SPDR TR
2,928$250.8M3.90%
275
FQIDIGITAL RLTY TR INC
1,402$248.6M3.87%
276
FICOFAIR ISAAC CORP
124$246.9M3.84%
277
STZCONSTELLATION BRANDS INC
1,110$245.3M3.82%
278
IWSISHARES TR
1,895$245.1M3.82%
279
ZTSZOETIS INC
1,496$243.7M3.79%
280
ALSALLSTATE CORP
1,257$242.3M3.77%
281
EQNREQUINOR ASA
10,195$241.5M3.76%
282
BKBANK NEW YORK MELLON CORP
3,129$240.4M3.74%
283
GIB/ACGI INC
2,185$238.9M3.72%
284
ECLECOLAB INC
1,018$238.5M3.71%
285
DDOMINION ENERGY INC
4,424$238.3M3.71%
286
NKENIKE INC
3,087$233.6M3.64%
287
PEPPEPSICO INC
1,536$233.6M3.64%
288
MUMICRON TECHNOLOGY INC
2,768$233.0M3.63%
289
MUFGMITSUBISHI UFJ FINL GROUP IN
19,785$231.9M3.61%
290
VRTXVERTEX PHARMACEUTICALS INC
574$231.2M3.60%
291
IWRISHARES TR
2,595$229.4M3.57%
292
VICIVICI PPTYS INC
7,849$229.3M3.57%
293
FLUTFLUTTER ENTMT PLC
887$229.2M3.57%
294
A4SAMERIPRISE FINL INC
429$228.4M3.56%
295
DDDUPONT DE NEMOURS INC
2,985$227.6M3.54%
296
ARGXARGENX SE
370$227.6M3.54%
297
SPGSIMON PPTY GROUP INC NEW
1,311$225.8M3.51%
298
CMICUMMINS INC
643$224.2M3.49%
299
CNRCANADIAN NATL RY CO
2,205$223.8M3.48%
300
SNPSSYNOPSYS INC
461$223.8M3.48%
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