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Iconiq Capital, LLC
ICONIQ Capital, LLC is a global investment management firm headquartered in San Francisco, California. Founded in 2011 by Divesh Makan, Michael Anders, and Chad Boeding, the firm operates as a hybrid family office offering specialized financial advisory, private equity, venture capital, real estate, and philanthropic services. ICONIQ primarily serves ultra-high-net-worth individuals in the technology, finance, and entertainment sectors, as well as select institutional clients. As of 2024, the firm manages over 300 employees.
Investment Strategy
ICONIQ Capital operates a hybrid investment platform—combining family office services with direct investment vehicles in private equity, venture capital, growth equity, real estate, and charitable giving. The firm partners with visionary entrepreneurs and companies driving technology disruption and scalable opportunities. Its strategy leverages the collective expertise and capital of its ultra-high-net-worth and institutional clients, offering both discretionary management and customized participation in diverse investment funds. ICONIQ prioritizes reducing conflicts of interest through a hybrid structure and fosters collaboration among its network for exceptional outcomes and philanthropic impact.
Latest 13F Filing Activity
Iconiq Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 403 equity positions with a total 13F market value of $6B. The fund increased holdings in Chime Finl Inc., Taiwan Semiconductor MFG LTD, Robinhood MKTS Inc. among other positions. Iconiq Capital, LLC reduced exposure to Procore Technologies Inc., Enfusion Inc., Datadog Inc. among others.
Top Holdings
Equity Positions (403)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TTAN | SERVICETITAN INC | 25.26% | $1.50B | 13,959,889 | $102.87 | $107.18 | +$21.0M |
P PCOR | PROCORE TECHNOLOGIES INC | 23.88% | $1.41B | 20,667,121 | $93.17 | $68.42 | -$286.7M |
O OWL | BLUE OWL CAPITAL INC | 10.87% | $643.5M | 33,500,000 | $12.89 | $19.21 | -$27.8M |
C CHYM | CHIME FINL INC | 8.76% | $518.8M | 15,034,594 | $34.51 | $34.51 | +$518.8M |
S SHOP | SHOPIFY INC | 3.26% | $193.3M | 1,675,473 | $79.16 | $115.35 | +$15.8M |
Industry Allocation
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