Arkolith/Funds/ICONIQ Capital, LLC

ICONIQ Capital, LLC

CIK 1569709
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

ICONIQ Capital, LLC holds a concentrated book of 82 stocks worth $4.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Invesco QQQ Trust Series 1 and trimmed Chime Financial Inc-CL A. Their largest long position is Procore Technologies Inc at 19% of the equity book. Cloning the disclosed picks since 2013 would be +71% (+4.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show ICONIQ Capital, LLC's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
11
existing
Trimmed
4
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+71.4%
+4.3%/yr · since Nov '13
Their reported book
+65.3%
held from quarter-end
S&P 500
+435.2%
same window
$8K$19K$31K$42K$54KNov '13Jun '16Dec '18Jul '21Jan '24Aug '26
ICONIQ Capital, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.1 points over this window.

Growth of $10,000 cloning ICONIQ Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
61%
Top 10 holdings
82%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

93% mapped to company sectors

Information Technology
76%
Financials
15%
ETF / fund or unclassified
7%
Health Care
1%
Consumer Discretionary
1%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as ICONIQ Capital, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.78 / 80$1.7T
FMR LLC78 / 80$695.6B
MORGAN STANLEY78 / 80$535.4B
JPMORGAN CHASE & CO78 / 80$448.6B
BANK OF AMERICA CORP /DE/78 / 80$444.9B
WELLS FARGO & COMPANY/MN78 / 80$156.5B
UBS Group AG78 / 80$145.4B
ROYAL BANK OF CANADA78 / 80$144.5B

Ranked by how many of ICONIQ Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

82 positions
#SecurityValueShares% PortLast moveHistory
1Procore Technologies Inc
COM
$833.4M14.62M
18.7%
Held
2Servicetitan Inc
SHS CL A
$731.5M11.53M
16.4%
Held
3Netskope Inc
CL A
$562.6M66.27M
12.6%
Held
4Blue Owl Capital Inc
COM CL A
$313.7M34.35M
7.0%
+2.5%
Added · +854K sh
5Shopify Inc
CL A
$291.3M2.46M
6.5%
Held
6Alphabet Inc
CAP STK CL A
$225.4M783.8K
5.0%
Held
7Chime Finl Inc
COM SHS CL A
$207.2M11.06M
4.6%
−8.1%
Reduced · −978K sh
8Nvidia Corporation
COM
$191.0M1.10M
4.3%
Held
9Ishares TR
MSCI ACWI ETF
$182.1M1.32M
4.1%
Held
10Broadcom Inc
COM
$132.1M426.8K
3.0%
Held
11Robinhood MKTS Inc
COM CL A
$101.7M1.47M
2.3%
+25%
Added · +293K sh
12Blackline Inc
COM
$77.2M2.09M
1.7%
Held
13Taiwan Semiconductor MFG Ltd
SPONSORED ADS
$67.2M198.8K
1.5%
+18%
Added · +31K sh
14Servicenow Inc
COM
$62.6M599.1K
1.4%
Held
15Advanced Micro Devices Inc
COM
$59.1M290.5K
1.3%
Held
16Microsoft Corp
COM
$55.3M149.3K
1.2%
Held
17Amazon Com Inc
COM
$52.3M251.1K
1.2%
Held
18Kodiak Sciences Inc
COM
$48.3M1.27M
1.1%
Held
19Crowdstrike Hldgs Inc
CL A
$32.4M82.9K
0.7%
Held
20Applovin
COM CL A
$28.4M71.4K
0.6%
Held
21Ishares TR
CORE S&P500 ETF
$17.6M27.0K
0.4%
Held
22SPDR Gold TR
GOLD SHS
$15.9M36.9K
0.4%
Held
23Figma Inc
CLASS A COM STK
$12.6M5.81M
0.3%
Held
24Mercadolibre Inc
COM
$11.1M6.4K
0.2%
~0%
Reduced · −3 sh
25Coinbase Global Inc
COM CL A
$11.0M62.7K
0.2%
−0.1%
Reduced · −53 sh
26Ishares TR
CORE MSCI EAFE
$10.2M113.1K
0.2%
Held
27Ishares TR
MSCI ACWI EX US
$10.0M146.5K
0.2%
Held
28Vanguard Index FDS
S&P 500 ETF SHS
$9.4M15.7K
0.2%
Held
29Ishares TR
CORE S&P US VLU
$8.8M85.8K
0.2%
Held
30Nu Hldgs Ltd
ORD SHS CLS A
$7.7M533.3K
0.2%
Held
31CCC Intelligent Solutions HL
COM
$7.0M1.16M
0.2%
Held
32Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$6.7M105.3K
0.2%
Held
33Vanguard Intl Equity Index F
TT WRLD ST ETF
$6.2M44.8K
0.1%
Held
34Elevation Series Trust
SOVEREIGNS CAPIT
$5.7M214.2K
0.1%
Held
35Grayscale Bitcoin Trust ETF
SHS REP COM UT
$5.4M101.6K
0.1%
Held
36Ishares Inc
MSCI WORLD ETF
$5.2M29.1K
0.1%
Held
37Neumora Therapeutics Inc.
COM
$5.0M2.56M
0.1%
Held
38Cloudflare Inc
CL A COM
$4.8M23.1K
0.1%
Held
39Ishares TR
RUS 1000 ETF
$4.7M13.1K
0.1%
Held
40SPDR S&P 500 ETF TR
TR UNIT
$4.6M7.1K
0.1%
Held
41Uber Technologies Inc
COM
$4.3M60.3K
0.1%
+201%
Added · +40K sh
42Invesco QQQ TR
UNIT SER 1
$4.3M7.5K
0.1%
New
New position
43Vanguard Specialized Funds
DIV APP ETF
$3.5M16.5K
0.1%
Held
44Vanguard Index FDS
TOTAL STK MKT
$2.8M8.7K
0.1%
Held
45ETF Ser Solutions
THE FRONTIER ECO
$2.3M75.4K
0.1%
Held
46Ishares TR
RUS 1000 VAL ETF
$2.2M10.5K
0.1%
Held
47Doordash
CL A
$1.7M11.5K
0.0%
Held
48Alphabet Inc
CAP STK CL C
$1.5M5.2K
0.0%
Held
49Ishares Gold TR
ISHARES NEW
$1.1M12.8K
0.0%
Held
50Snowflake Inc
CL A
$1.0M6.7K
0.0%
Held
Showing 50 of 82 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202696$4.5B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026100$6.6B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025110$8.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025424$5.9B13F-HR
Q1 2025Mar 31, 2025May 14, 2025408$5.6B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025366$6.4B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024223$4.7B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024120$4.7B13F-HR
Q1 2024Mar 31, 2024May 15, 202484$5.7B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202485$5.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202378$5.1B13F-HR
Q2 2023Jun 30, 2023Aug 11, 202379$6.0B13F-HR
Q1 2023Mar 31, 2023May 15, 202385$6.6B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202383$6.8B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202290$8.1B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202294$8.4B13F-HR
Q1 2022Mar 31, 2022May 16, 202293$13.5B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202293$16.7B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202189$17.2B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202180$15.3B13F-HR
Q1 2021Mar 31, 2021May 14, 202172$8.9B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202165$4.0B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202063$1.7B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202050$1.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.