IEQ CAPITAL, LLC Q4 2023 Filing

Filed February 7, 2024

Portfolio Value

$6.0B

Holdings

926

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (926 positions)

#StockSharesValue% PortfolioType
1
RBLXROBLOX CORP
9,725,211$444.6M7.40%
2
METAMETA PLATFORMS INC
855,738$302.9M5.04%
3
AAPLAPPLE INC
1,536,327$295.8M4.92%
4
SPYSPDR S&P 500 ETF TR
523,328$248.7M4.14%
5
MSFTMICROSOFT CORP
631,950$237.6M3.95%
6
OEFISHARES TR
935,108$208.9M3.47%
7
SNOWSNOWFLAKE INC
972,506$193.5M3.22%
8
NDQINVESCO QQQ TR
443,039$181.4M3.02%
9
AMZNAMAZON COM INC
1,086,664$165.1M2.75%
10
CRWDCROWDSTRIKE HLDGS INC
528,196$134.9M2.24%
11
GOOGLALPHABET INC
909,766$127.1M2.11%
12
VOOVANGUARD INDEX FDS
273,746$119.6M1.99%
13
CRMSALESFORCE INC
404,118$106.3M1.77%
14
NVDANVIDIA CORPORATION
180,971$89.6M1.49%
15
GOOGALPHABET INC
598,763$84.4M1.40%
16
COINCOINBASE GLOBAL INC
445,086$77.4M1.29%
17
IWFISHARES TR
234,161$71.0M1.18%
18
NBIXNEUROCRINE BIOSCIENCES INC
482,826$63.6M1.06%
19
VTIVANGUARD INDEX FDS
229,316$54.4M0.90%
20
VIGVANGUARD SPECIALIZED FUNDS
305,145$52.0M0.86%
21
SSENTINELONE INC
1,794,883$49.3M0.82%
22
DDOGDATADOG INC
396,587$48.1M0.80%
23
UPBDUPBOUND GROUP INC
1,406,940$47.8M0.80%
24
TSLATESLA INC
181,164$45.0M0.75%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
125,562$44.8M0.74%
26
JPMJPMORGAN CHASE & CO
242,630$41.3M0.69%
27
COSTCOSTCO WHSL CORP NEW
58,099$38.3M0.64%
28
VVISA INC
141,026$36.7M0.61%
29
QQQMINVESCO EXCH TRADED FD TR II
201,875$34.0M0.57%
30
IVVISHARES TR
69,637$33.3M0.55%
31
OPENOPENDOOR TECHNOLOGIES INC
7,336,567$32.9M0.55%
32
UNHUNITEDHEALTH GROUP INC
60,281$31.7M0.53%
33
AVGOBROADCOM INC
28,351$31.6M0.53%
34
TEAMATLASSIAN CORPORATION
128,347$30.5M0.51%
35
MGCVANGUARD WORLD FD
171,802$29.1M0.48%
36
ADBEADOBE INC
46,801$27.9M0.46%
37
VUGVANGUARD INDEX FDS
87,936$27.3M0.45%
38
IWBISHARES TR
101,789$26.7M0.44%
39
LLYELI LILLY & CO
45,037$26.3M0.44%
40
HDHOME DEPOT INC
72,013$25.0M0.42%
41
VVVANGUARD INDEX FDS
111,750$24.4M0.41%
42
MAMASTERCARD INCORPORATED
57,107$24.4M0.41%
43
HCPHASHICORP INC
1,002,848$23.7M0.39%
44
IWVISHARES TR
83,201$22.8M0.38%
45
PATHUIPATH INC
881,674$21.9M0.36%
46
BRK-BBERKSHIRE HATHAWAY INC DEL
40$21.7M0.36%
47
NFLXNETFLIX INC
43,824$21.3M0.35%
48
EFAISHARES TR
275,798$20.8M0.35%
49
NUNU HLDGS LTD
2,346,997$19.6M0.33%
50
PEPPEPSICO INC
107,730$18.3M0.30%
51
TENBTENABLE HLDGS INC
395,001$18.2M0.30%
52
UBERUBER TECHNOLOGIES INC
290,063$17.9M0.30%
53
FRSHFRESHWORKS INC
750,908$17.6M0.29%
54
JOBYJOBY AVIATION INC
2,634,520$17.5M0.29%
55
TMOTHERMO FISHER SCIENTIFIC INC
32,886$17.5M0.29%
56
VGTVANGUARD WORLD FDS
35,050$17.0M0.28%
57
JNJJOHNSON & JOHNSON
107,201$16.8M0.28%
58
BXBLACKSTONE INC
128,224$16.8M0.28%
59
PGPROCTER AND GAMBLE CO
108,352$15.9M0.26%
60
DASHDOORDASH INC
152,434$15.1M0.25%
61
ACNACCENTURE PLC IRELAND
42,892$15.1M0.25%
62
DISDISNEY WALT CO
163,691$14.8M0.25%
63
NOWSERVICENOW INC
20,227$14.3M0.24%
64
MGKVANGUARD WORLD FD
54,836$14.2M0.24%
65
ABBVABBVIE INC
89,641$13.9M0.23%
66
ACWIISHARES TR
132,121$13.4M0.22%
67
ACCDEURACCOLADE INC
1,114,691$13.4M0.22%
68
AMGNAMGEN INC
46,315$13.3M0.22%
69
EPSWISDOMTREE TR
265,154$13.3M0.22%
70
NKENIKE INC
121,569$13.2M0.22%
71
SNAPSNAP INC
773,720$13.1M0.22%
72
SNPSSYNOPSYS INC
25,401$13.1M0.22%
73
XOMEXXON MOBIL CORP
129,253$12.9M0.21%
74
MCDMCDONALDS CORP
41,657$12.4M0.21%
75
ORCLORACLE CORP
116,859$12.3M0.20%
76
BRZEBRAZE INC
226,828$12.1M0.20%
77
INTCINTEL CORP
236,217$11.9M0.20%
78
AMATAPPLIED MATLS INC
71,227$11.5M0.19%
79
ABNBAIRBNB INC
84,672$11.5M0.19%
80
LOWLOWES COS INC
51,436$11.4M0.19%
81
AMDADVANCED MICRO DEVICES INC
77,612$11.4M0.19%
82
INTUINTUIT
18,244$11.4M0.19%
83
CVXCHEVRON CORP NEW
75,883$11.3M0.19%
84
EZMWISDOMTREE TR
193,093$11.1M0.18%
85
CSCOCISCO SYS INC
215,900$10.9M0.18%
86
MRKMERCK & CO INC
99,654$10.9M0.18%
87
LRCXEURLAM RESEARCH CORP
13,259$10.4M0.17%
88
CPNGCOUPANG INC
640,621$10.4M0.17%
89
ABTABBOTT LABS
93,031$10.2M0.17%
90
AQLTISHARES TR
140,181$9.9M0.16%
91
BKNGBOOKING HOLDINGS INC
2,775$9.8M0.16%
92
AFWALIGN TECHNOLOGY INC
35,479$9.7M0.16%
93
DWDMORGAN STANLEY
101,017$9.4M0.16%
94
SYKSTRYKER CORPORATION
31,276$9.4M0.16%
95
LF2PACIFIC PREMIER BANCORP
316,522$9.2M0.15%
96
DKNGDRAFTKINGS INC NEW
260,653$9.2M0.15%
97
WMTWALMART INC
58,021$9.1M0.15%
98
CMCSACOMCAST CORP NEW
208,244$9.1M0.15%
99
HONHONEYWELL INTL INC
43,444$9.1M0.15%
100
VYMVANGUARD WHITEHALL FDS
81,311$9.1M0.15%
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