Crossover · Crossover · San Francisco, CA
Iconiq Capital, LLC
Growth and crossover.
- Software
- $1.6B
- Weight of 13F
- 46.0%
- Names
- 13
- Vs prior quarter
- −$508M
Filed 13 August 2026.
89 positions in the whole 13F.
Software held
- ServiceTitanTTAN11,433,363 shares · 50.2% of their software$808MFlat
- ProcorePCOR14,622,019 shares · 36.9% of their software$594MFlat
- CrowdStrikeCRWD82,904 shares · 3.9% of their software$63.3MFlat
- BlackLineBL2,087,081 shares · 3.6% of their software$58.6MFlat
- AppLovinAPP71,370 shares · 2.3% of their software$36.8MFlat
- ShopifySHOP252,702 shares · 1.8% of their software$28.9M−$262M
- ServiceNowNOW115,717 shares · 0.7% of their software$11.5M−$51.1M
- CloudflareNET23,136 shares · 0.4% of their software$5.7MFlat
- SnowflakeSNOW5,862 shares · 0.1% of their software$1.5MFlat
- MicrosoftMSFT2,452 shares · 0.1% of their software$915K−$54.4M
- DatadogDDOG2,599 shares · 0.0% of their software$677KFlat
- OracleORCL4,050 shares · 0.0% of their software$594KNew
- IntuitINTU809 shares · 0.0% of their software$211KFlat