13F holdings
IEQ CAPITAL, LLC portfolio
Managed by . 1,868 reported positions worth $21.5B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$21.5B
Book value
1,868
Positions
26%
Top 10 weight
+277
New this quarter
-246
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (277)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| DOW | DOW HLDGS INC | $28.3M | 678,918 | 0.13% |
| PNFP | PINNACLE FINL PARTNERS INC | $20.0M | 231,622 | 0.09% |
| MOH | MOLINA HEALTHCARE INC | $19.4M | 145,812 | 0.09% |
| LYB | LYONDELLBASELL INDUSTRIES NV | $11.7M | 145,825 | 0.05% |
| MCO | MOODYS CORP | $9.4M | 21,661 | 0.04% |
| AVGE | AMERICAN CENTY ETF TR | $8.8M | 100,131 | 0.04% |
| SNX | TD SYNNEX CORPORATION | $8.1M | 48,183 | 0.04% |
| FLY | FIREFLY AEROSPACE INC | $7.2M | 251,159 | 0.03% |
| AZN | ASTRAZENECA PLC | $7.1M | 35,970 | 0.03% |
| VSNT | VERSANT MEDIA GROUP INC | $6.7M | 180,441 | 0.03% |
| FHN | FIRST HORIZON CORPORATION | $5.9M | 258,987 | 0.03% |
| MASI* | MASIMO CORP | $5.7M | 32,217 | 0.03% |
| APA | APA CORPORATION | $5.6M | 132,873 | 0.03% |
| PR | PERMIAN RESOURCES CORP | $5.6M | 263,913 | 0.03% |
| AVTM | AMERICAN CENTY ETF TR | $5.2M | 111,192 | 0.02% |
| FMC | FMC CORP | $5.0M | 292,407 | 0.02% |
| WAL | WESTERN ALLIANCE BANCORP | $4.7M | 65,703 | 0.02% |
| SCHR | SCHWAB STRATEGIC TR | $4.2M | 170,084 | 0.02% |
| SFM | SPROUTS FMRS MKT INC | $4.1M | 53,244 | 0.02% |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3.8M | 14,425 | 0.02% |
| SYY | SYSCO CORP | $3.7M | 51,173 | 0.02% |
| SHY | ISHARES TR | $3.6M | 43,396 | 0.02% |
| CHD | CHURCH & DWIGHT CO INC | $3.4M | 36,205 | 0.02% |
| GGG | GRACO INC | $3.4M | 39,909 | 0.02% |
| LSTR | LANDSTAR SYS INC | $3.3M | 20,549 | 0.02% |
Closed out (246)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| EXK | EXACT SCIENCES CORP | $30.9M | 303,816 | 0.00% |
| ZS | ZSCALER INC | $20.6M | 91,454 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $19.3M | 202,566 | 0.00% |
| 8QR | CONFLUENT INC | $18.9M | 626,582 | 0.00% |
| FDS | FACTSET RESH SYS INC | $14.7M | 50,802 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $13.4M | 266,872 | 0.00% |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $11.5M | 47,367 | 0.00% |
| TFX | TELEFLEX INCORPORATED | $11.0M | 89,939 | 0.00% |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $9.8M | 56,940 | 0.00% |
| RH | RH | $8.6M | 47,970 | 0.00% |
| NTAP | NETAPP INC | $7.9M | 73,845 | 0.00% |
| SBAC | SBA COMMUNICATIONS CORP NEW | $7.5M | 38,819 | 0.00% |
| ALL | ALLSTATE CORP | $7.1M | 34,234 | 0.00% |
| DAY | DAYFORCE INC | $6.7M | 96,833 | 0.00% |
| SPTM | SPDR SERIES TRUST | $6.6M | 80,225 | 0.00% |
| AZNN | ASTRAZENECA PLC | $6.5M | 70,389 | 0.00% |
| BSOL | BITWISE SOLANA STAKING ETF | $5.8M | 353,676 | 0.00% |
| BBIO | BRIDGEBIO PHARMA INC | $5.1M | 66,520 | 0.00% |
| DUOL | DUOLINGO INC | $4.8M | 27,434 | 0.00% |
| RPM | RPM INTL INC | $4.3M | 41,657 | 0.00% |
| PNR | PENTAIR PLC | $4.1M | 38,990 | 0.00% |
| CELH | CELSIUS HLDGS INC | $4.0M | 88,073 | 0.00% |
| WEN | WENDYS CO | $3.9M | 470,500 | 0.00% |
| RNR | RENAISSANCERE HLDGS LTD | $3.6M | 12,870 | 0.00% |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.6M | 43,284 | 0.00% |
Added to (764)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $857.1M | 4,914,315 | 3.98% | +4% |
| MSFT | MICROSOFT CORP | $478.2M | 1,291,717 | 2.22% | +18% |
| BIL | SPDR SERIES TRUST | $437.8M | 4,777,199 | 2.03% | +19% |
| VTI | VANGUARD INDEX FDS | $390.8M | 1,218,091 | 1.81% | +2% |
| GOOGL | ALPHABET INC | $382.7M | 1,330,735 | 1.78% | +4% |
| VOO | VANGUARD INDEX FDS | $313.2M | 524,192 | 1.45% | +7% |
| GOOG | ALPHABET INC | $294.5M | 1,026,759 | 1.37% | +6% |
| AVGO | BROADCOM INC | $257.0M | 830,351 | 1.19% | +28% |
| OEF | ISHARES TR | $227.6M | 715,414 | 1.06% | +2% |
| IWF | ISHARES TR | $219.7M | 515,341 | 1.02% | +5% |
| IWB | ISHARES TR | $183.7M | 515,288 | 0.85% | +6% |
| SNOW | SNOWFLAKE INC | $176.1M | 1,167,780 | 0.82% | +1% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $145.2M | 303,035 | 0.67% | +4% |
| FIX | COMFORT SYS USA INC | $123.9M | 89,865 | 0.58% | +8% |
| IVV | ISHARES TR | $122.8M | 187,959 | 0.57% | +6% |
Trimmed (626)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $67.5M | 169,564 | 0.31% | -99% |
| AFL | AFLAC INC | $257,240 | 2,345 | 0.00% | -97% |
| RITM | RITHM CAPITAL CORP | $181,984 | 19,197 | 0.00% | -96% |
| AXON | AXON ENTERPRISE INC | $255,667 | 602 | 0.00% | -96% |
| NXDR | NEXTDOOR HOLDINGS INC | $540,664 | 386,188 | 0.00% | -96% |
| IDXX | IDEXX LABS INC | $330,391 | 588 | 0.00% | -96% |
| VRSK | VERISK ANALYTICS INC | $213,784 | 1,127 | 0.00% | -96% |
| CVNA | CARVANA CO | $202,665 | 645 | 0.00% | -95% |
| AMT | AMERICAN TOWER CORP | $710,896 | 4,119 | 0.00% | -95% |
| HLT | HILTON WORLDWIDE HLDGS INC | $224,820 | 739 | 0.00% | -95% |
| CRBG | COREBRIDGE FINL INC | $377,808 | 15,834 | 0.00% | -95% |
| AOS | SMITH A O CORP | $256,170 | 3,885 | 0.00% | -94% |
| PKG | PACKAGING CORP AMER | $685,351 | 3,229 | 0.00% | -94% |
| TTEK | TETRA TECH INC NEW | $408,597 | 13,566 | 0.00% | -94% |
| M | MACYS INC | $246,176 | 13,608 | 0.00% | -93% |
The book
Largest 150 of 1,868 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| RBLX | ROBLOX CORP | $935.0M | 16,530,247 | 4.34% | — |
| NVDA | NVIDIA CORPORATION | $857.1M | 4,914,315 | 3.98% | — |
| AAPL | APPLE INC | $684.2M | 2,695,851 | 3.18% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $561.3M | 863,032 | 2.61% | — |
| META | META PLATFORMS INC | $539.2M | 942,471 | 2.50% | — |
| MSFT | MICROSOFT CORP | $478.2M | 1,291,717 | 2.22% | — |
| BIL | SPDR SERIES TRUST | $437.8M | 4,777,199 | 2.03% | — |
| AMZN | AMAZON COM INC | $397.0M | 1,906,148 | 1.84% | — |
| VTI | VANGUARD INDEX FDS | $390.8M | 1,218,091 | 1.81% | — |
| GOOGL | ALPHABET INC | $382.7M | 1,330,735 | 1.78% | — |
| VOO | VANGUARD INDEX FDS | $313.2M | 524,192 | 1.45% | — |
| GOOG | ALPHABET INC | $294.5M | 1,026,759 | 1.37% | — |
| QQQ | INVESCO QQQ TR | $259.3M | 449,174 | 1.20% | — |
| AVGO | BROADCOM INC | $257.0M | 830,351 | 1.19% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $246.4M | 631,133 | 1.14% | — |
| OEF | ISHARES TR | $227.6M | 715,414 | 1.06% | — |
| GS | GOLDMAN SACHS GROUP INC | $223.2M | 263,789 | 1.04% | — |
| IWF | ISHARES TR | $219.7M | 515,341 | 1.02% | — |
| IWB | ISHARES TR | $183.7M | 515,288 | 0.85% | — |
| SNOW | SNOWFLAKE INC | $176.1M | 1,167,780 | 0.82% | — |
| TSLA | TESLA INC | $161.7M | 434,935 | 0.75% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $145.2M | 303,035 | 0.67% | — |
| PWR | QUANTA SVCS INC | $133.0M | 242,282 | 0.62% | — |
| FIX | COMFORT SYS USA INC | $123.9M | 89,865 | 0.58% | — |
| IVV | ISHARES TR | $122.8M | 187,959 | 0.57% | — |
| COST | COSTCO WHOLESALE CORPORATION | $118.7M | 119,168 | 0.55% | — |
| JPM | JPMORGAN CHASE & CO | $116.2M | 394,889 | 0.54% | — |
| WMT | WALMART INC | $115.4M | 928,637 | 0.54% | — |
| MRK | MERCK & CO INC | $113.2M | 941,353 | 0.53% | — |
| CRM | SALESFORCE INC | $107.6M | 576,672 | 0.50% | — |
| ACWI | ISHARES TR | $106.6M | 770,683 | 0.50% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $104.4M | 1,721,625 | 0.48% | — |
| MU | MICRON TECHNOLOGY INC | $103.2M | 305,467 | 0.48% | — |
| LLY | ELI LILLY & CO | $102.1M | 111,049 | 0.47% | — |
| NBIX | NEUROCRINE BIOSCIENCES INC | $100.9M | 765,982 | 0.47% | — |
| PCG | PG&E CORP | $100.3M | 5,708,926 | 0.47% | — |
| EIX | EDISON INTL | $98.6M | 1,347,064 | 0.46% | — |
| ANET | ARISTA NETWORKS INC | $92.5M | 753,762 | 0.43% | — |
| DKNG | DRAFTKINGS INC NEW | $88.9M | 4,110,545 | 0.41% | — |
| GEV | GE VERNOVA INC | $87.6M | 100,302 | 0.41% | — |
| JNJ | JOHNSON & JOHNSON | $85.1M | 347,966 | 0.39% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $80.5M | 374,469 | 0.37% | — |
| GE | GE AEROSPACE | $79.7M | 281,023 | 0.37% | — |
| ABNB | AIRBNB INC | $79.6M | 630,080 | 0.37% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $79.2M | 541,408 | 0.37% | — |
| IJR | ISHARES TR | $78.0M | 627,789 | 0.36% | — |
| FTI | TECHNIPFMC PLC | $76.8M | 1,111,141 | 0.36% | — |
| GM | GENERAL MTRS CO | $76.3M | 1,023,571 | 0.35% | — |
| FDX | FEDEX CORP | $74.7M | 209,793 | 0.35% | — |
| WDC | WESTERN DIGITAL CORP | $74.7M | 276,112 | 0.35% | — |
| VXUS | VANGUARD STAR FDS | $74.5M | 966,621 | 0.35% | — |
| CB | CHUBB LTD SWITZ | $74.2M | 227,708 | 0.34% | — |
| INTC | INTEL CORP | $71.9M | 1,629,988 | 0.33% | — |
| UPBD | UPBOUND GROUP INC | $70.5M | 3,903,686 | 0.33% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $69.3M | 291,465 | 0.32% | — |
| EXMOC | EXXON MOBIL CORP | $68.3M | 402,668 | 0.32% | — |
| LRCX | LAM RESEARCH CORP | $68.0M | 318,279 | 0.32% | — |
| APP | APPLOVIN CORP | $67.5M | 169,564 | 0.31% | — |
| CNC | CENTENE CORP DEL | $66.4M | 2,028,726 | 0.31% | — |
| JBHT | HUNT J B TRANS SVCS INC | $66.2M | 312,419 | 0.31% | — |
| V | VISA INC | $65.8M | 217,643 | 0.31% | — |
| IWV | ISHARES TR | $64.8M | 174,759 | 0.30% | — |
| PEP | PEPSICO INC | $64.5M | 415,088 | 0.30% | — |
| IAU | ISHARES GOLD TR | $63.0M | 714,596 | 0.29% | — |
| NU | NU HLDGS LTD | $61.8M | 4,298,560 | 0.29% | — |
| REGN | REGENERON PHARMACEUTICALS | $60.5M | 78,302 | 0.28% | — |
| GLD | SPDR GOLD TR | $59.0M | 137,200 | 0.27% | — |
| NFLX | NETFLIX INC. | $58.3M | 606,784 | 0.27% | — |
| APH | AMPHENOL CORP | $57.9M | 458,641 | 0.27% | — |
| SNDK | SANDISK CORP | $55.6M | 87,530 | 0.26% | — |
| LMT | LOCKHEED MARTIN CORP | $55.3M | 91,531 | 0.26% | — |
| NEM | NEWMONT CORP | $55.3M | 510,676 | 0.26% | — |
| TJX | TJX COS INC NEW | $54.1M | 338,996 | 0.25% | — |
| VRT | VERTIV HOLDINGS CO | $53.2M | 212,189 | 0.25% | — |
| FCX | FREEPORT MCMORAN INC | $52.3M | 890,369 | 0.24% | — |
| BKNG | BOOKING HOLDINGS INC | $52.3M | 12,424 | 0.24% | — |
| NOW | SERVICENOW INC | $51.8M | 495,857 | 0.24% | — |
| PSX | PHILLIPS 66 | $50.6M | 277,608 | 0.23% | — |
| PNC | PNC FINL SVCS GROUP INC | $49.8M | 239,501 | 0.23% | — |
| TER | TERADYNE INC | $48.8M | 164,535 | 0.23% | — |
| MA | MASTERCARD INCORPORATED | $48.3M | 96,764 | 0.22% | — |
| DAL | DELTA AIR LINES INC | $48.3M | 726,978 | 0.22% | — |
| COIN | COINBASE GLOBAL INC | $47.7M | 273,417 | 0.22% | — |
| VV | VANGUARD INDEX FDS | $47.3M | 158,165 | 0.22% | — |
| C | CITIGROUP INC | $47.1M | 415,190 | 0.22% | — |
| INCY | INCYTE CORP | $47.0M | 498,835 | 0.22% | — |
| GD | GENERAL DYNAMICS CORP | $45.6M | 132,807 | 0.21% | — |
| DDOG | DATADOG INC | $44.5M | 377,044 | 0.21% | — |
| DG | DOLLAR GEN CORP | $43.9M | 370,033 | 0.20% | — |
| FTNT | FORTINET INC | $43.7M | 535,160 | 0.20% | — |
| EXPE | EXPEDIA GROUP INC | $43.5M | 188,250 | 0.20% | — |
| CHYM | CHIME FINL INC | $43.4M | 2,316,614 | 0.20% | — |
| EFA | ISHARES TR | $43.1M | 443,524 | 0.20% | — |
| ILMN | ILLUMINA INC | $43.0M | 348,916 | 0.20% | — |
| HOOD | ROBINHOOD MKTS INC | $42.3M | 610,019 | 0.20% | — |
| TPR | TAPESTRY INC | $41.7M | 295,788 | 0.19% | — |
| DHR | DANAHER CORP DEL | $40.5M | 213,543 | 0.19% | — |
| BX | BLACKSTONE INC | $39.9M | 347,248 | 0.19% | — |
| VUG | VANGUARD INDEX FDS | $39.8M | 91,230 | 0.18% | — |
| SPGI | S&P GLOBAL INC | $39.5M | 92,934 | 0.18% | — |
| CVX | CHEVRON CORPORATION | $39.5M | 190,738 | 0.18% | — |
| UNH | UNITEDHEALTH GROUP INC | $39.2M | 144,823 | 0.18% | — |
| UBER | UBER TECHNOLOGIES INC | $38.8M | 539,419 | 0.18% | — |
| FIVE | FIVE BELOW INC | $38.8M | 169,816 | 0.18% | — |
| NTRA | NATERA INC | $38.6M | 192,810 | 0.18% | — |
| VGT | VANGUARD WORLD FD | $38.3M | 54,934 | 0.18% | — |
| NYT | NEW YORK TIMES CO MTN BE | $37.6M | 448,666 | 0.17% | — |
| MGC | VANGUARD WORLD FD | $37.4M | 158,132 | 0.17% | — |
| EME | EMCOR GROUP INC | $37.2M | 50,374 | 0.17% | — |
| JCI | JOHNSON CONTROLS INTERNATION | $36.7M | 280,635 | 0.17% | — |
| PG | PROCTER & GAMBLE CO | $36.2M | 250,624 | 0.17% | — |
| AMAT | APPLIED MATLS INC | $36.0M | 105,215 | 0.17% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $35.7M | 556,463 | 0.17% | — |
| COF | CAPITAL ONE FINL CORP | $35.5M | 194,692 | 0.16% | — |
| CMI | CUMMINS INC | $35.5M | 65,912 | 0.16% | — |
| ORCL | ORACLE CORP | $34.7M | 235,581 | 0.16% | — |
| ZM | ZOOM COMMUNICATIONS INC | $34.6M | 430,926 | 0.16% | — |
| IWD | ISHARES TR | $34.3M | 160,626 | 0.16% | — |
| RBRK | RUBRIK INC. | $33.8M | 689,846 | 0.16% | — |
| MRSH | MARSH & MCLENNAN COS INC | $33.7M | 194,321 | 0.16% | — |
| ADBE | ADOBE INC | $33.4M | 137,218 | 0.15% | — |
| JOBY | JOBY AVIATION INC | $33.3M | 4,034,877 | 0.15% | — |
| MCK | MCKESSON CORP | $32.6M | 37,640 | 0.15% | — |
| VRSN | VERISIGN INC | $32.4M | 130,622 | 0.15% | — |
| TSN | TYSON FOODS INC | $32.2M | 501,827 | 0.15% | — |
| MEDP | MEDPACE HLDGS INC | $31.7M | 66,044 | 0.15% | — |
| TXT | TEXTRON INC | $31.2M | 356,677 | 0.14% | — |
| GLW | CORNING INC | $30.6M | 224,772 | 0.14% | — |
| TGT | TARGET CORP | $30.5M | 251,895 | 0.14% | — |
| CFG | CITIZENS FINL GROUP INC | $30.4M | 506,748 | 0.14% | — |
| BAC | BANK AMERICA CORP | $30.2M | 619,936 | 0.14% | — |
| MLI | MUELLER INDS INC | $30.2M | 272,663 | 0.14% | — |
| BURL | BURLINGTON STORES INC | $30.2M | 92,740 | 0.14% | — |
| HONGBP | HONEYWELL INTL INC | $30.1M | 132,965 | 0.14% | — |
| BWA | BORGWARNER INC | $30.0M | 552,666 | 0.14% | — |
| IVW | ISHARES TR | $29.9M | 264,362 | 0.14% | — |
| TXRH | TEXAS ROADHOUSE INC | $29.6M | 179,124 | 0.14% | — |
| BLK | BLACKROCK INC | $29.5M | 30,712 | 0.14% | — |
| MKTX | MARKETAXESS HLDGS INC | $28.7M | 173,891 | 0.13% | — |
| TEAM | ATLASSIAN CORPORATION | $28.5M | 418,116 | 0.13% | — |
| EVR | EVERCORE INC | $28.3M | 94,874 | 0.13% | — |
| DOW | DOW HLDGS INC | $28.3M | 678,918 | 0.13% | — |
| BIIB | BIOGEN INC | $27.9M | 152,076 | 0.13% | — |
| ULTA | ULTA BEAUTY INC | $27.8M | 53,248 | 0.13% | — |
| LIN | LINDE PLC | $27.8M | 56,013 | 0.13% | — |
| MTCH | MATCH GROUP INC NEW | $27.5M | 895,162 | 0.13% | — |
| UPS | UNITED PARCEL SVCS INC | $27.4M | 278,811 | 0.13% | — |
| CSCO | CISCO SYS INC | $27.4M | 353,118 | 0.13% | — |
| S | SENTINELONE INC | $27.3M | 2,120,954 | 0.13% | — |
| AMP | AMERIPRISE FINL INC | $27.2M | 61,221 | 0.13% | — |
This table is the 150 largest positions by value, out of 1,868 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
This manager also disclosed 12 options positions with a combined notional of $4.1M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by IEQ CAPITAL, LLC (CIK 1779789, accession 0001779789-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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