DOSSIER · 13F-HR · Q1 2026

IEQ CAPITAL, LLC

IEQ's hedge fund based in Stamford, CT $21.5B in tracked AUM across 2,269 positions as of Q1 2026.

I
IEQ·Stamford, CT·Hedge Fund
CIK 0001779789 · last filed Mar 31, 2026
Total AUM
$21.5B
18.5%
vs prior
Holdings
2,269
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of IEQ CAPITAL, LLC SEC 13F Filing
Portfolio Overview

IEQ CAPITAL, LLC has reported a substantial expansion in its portfolio management activities for the quarter ending September 30, 2025. The total portfolio value surged by 101.5%, growing from $16.35 billion to $32.94 billion. This doubling of assets under management (AUM) indicates significant capital inflows, strong market performance of underlying assets, or a combination of both. The portfolio rema...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RBLX
ROBLOX CORP
$935M16.5M4.3%
02
NVDA
NVIDIA CORPORATION
$858M5.0M4.0%
03
AAPL
APPLE INC
$684M2.7M3.2%
04
SPY
STATE STR SPDR S&P 500 ETF T
$561M863K2.6%
05
META
META PLATFORMS INC
$539M942K2.5%
06
MSFT
MICROSOFT CORP
$478M1.3M2.2%
07
BIL
SPDR SERIES TRUST
$438M4.8M2.0%
08
AMZN
AMAZON COM INC
$397M1.9M1.8%
09
VTI
VANGUARD INDEX FDS
$391M1.2M1.8%
10
GOOGL
ALPHABET INC
$383M1.3M1.8%

Filing history

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