Ieq Capital, LLC
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$21.5B
Holdings
1,868
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RBLX
ROBLOX CORP
Q1 2026: Exited (was 2.16M shares)
4.3%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 98.0% (2.78M → 55.7k shares)
4.0%
03
$AAPL
APPLE INC
Q1 2026: Sold 98.3% (2.33M → 38.9k shares)
3.2%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 99.9% (2.09M → 2.4k shares)
2.6%
05
$META
META PLATFORMS INC
Q1 2026: Sold 99.6% (704.2k → 3.0k shares)
2.5%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 98.6% (597.2k → 8.3k shares)
2.2%
07
$BIL
SPDR SERIES TRUST
Q1 2026: Exited (was 2.24M shares)
2.0%
08
$AMZN
AMAZON COM INC
Q1 2026: Sold 98.2% (2.20M → 38.8k shares)
1.8%
09
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 1.94M shares)
1.8%
10
$GOOGL
ALPHABET INC
Q1 2026: Sold 99.6% (1.22M → 4.4k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:13 UTC.