IEQ CAPITAL, LLC
•CIK: 1779789•Filing: Q4 2025
IEQ Capital, LLC, managed by the renowned investor Bill Hwang, holds $33.4 billion in assets, with a concentrated strategy evident in its top holdings, notably a 31.6% position in Apple. The fund has recently made notable moves by adding KDP and FIG, up 1653% and 1176% respectively, while exiting positions in MOH and HUM, reflecting a dynamic approach to capitalizing on growth opportunities.
Total AUM
$33.4B
QoQ Performance
+1.4%
Positions
1,602
Top 10 Concentration
59.5%
Latest Filing
Q4 2025
Top Holdings Allocation
APP
APP31.6%
RBLX4.2%
NVDA2.6%
SPY2.3%
META2.3%
AAPL2.2%
MSFT1.6%
AMZN1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.1%
Technology15.3%
ETF4.2%
Consumer3.9%
Financial2.8%
Healthcare1.8%
Industrial0.9%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+1625 more exited positions
Changes from Q3 2025
NEW1 new position
↑147 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022