IEQ CAPITAL, LLC
Top Portfolio Positions
1,566 positions ·
$17,630,201,597 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RBLX |
Roblox Corp
Communication Services
|
16,530,247 | $934,950,769 | 5.30% | |
| NVDA |
Nvidia Corp
Technology
|
5,012,315 | $874,147,736 | 4.96% | |
| AAPL |
Apple Inc.
Technology
|
2,695,851 | $684,180,025 | 3.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
863,032 | $561,264,230 | 3.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
942,471 | $539,215,932 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
1,291,717 | $478,154,881 | 2.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,906,148 | $396,993,443 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,330,735 | $382,666,156 | 2.17% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
449,174 | $259,254,248 | 1.47% | |
| AVGO |
Broadcom Inc.
Technology
|
830,351 | $257,001,937 | 1.46% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DOCU
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,466,810 | 284,050 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,764,280 | 98,893 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,145,398 | 29,760 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,600,093 | 20,543 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,307,772 | 16,066 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,423,570 | 15,828 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,008,589 | 16,244 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $872,531 | 16,309 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $980,609 | 16,467 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,020,518 | 17,166 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $745,374 | 17,747 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,248,946 | 24,446 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,476,039 | 25,318 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,614,827 | 29,138 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,061,646 | 19,855 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $1,161,427 | 20,241 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,187,175 | 20,418 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $2,852,917 | 18,731 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $8,803,333 | 34,197 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $9,254,045 | 33,101 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $3,681,350 | 18,184 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,978,503 | 17,897 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,833,639 | 17,811 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,094,441 | 17,969 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,635,942 | 17,705 | Shares | Other | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||