ICONIQ Capital, LLC

Q2 2021 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2021
Date filed
8/13/2021
Form type
13F-HR
Num holdings
65
Total value ($000)
$15,253,919
Net value change ($000)
+6,370,903 (71.7%)
New positions
7
Sold out positions
5
Turnover %
38.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PCOR 4,477,828 NEW
OWL 644,000 NEW
CXM 525,710 NEW
SNOW 443,630 5.9%
DDOG 91,209 24.9%
COIN 87,851 NEW
HNST 44,249 NEW
Zymergen Inc. 39,641 NEW
ZM 16,097 14.8%
ACWI 8,524 6.0%
Top Reduces (Value $000, Stocks/ETFs)
KOD -23,025 -18.0%
ABNB -14,636 -15.8%
CELH -14,235 -100.0%
GDRX -2,408 -7.7%
Dada Nexus Ltd -509 -100.0%
Genesis Healthcare, Inc. -395 -100.0%
ZG -235 -5.7%
VBR -219 -100.0%
EEM -203 -100.0%
JD -133 -5.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type