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CIK: 0001869164
Total reported value
$58.2M
$58.2M
134 檔
121.5%
As reported in its official Q1 2024 Form 13F filing, Iq Eq Fund Management's tracked investment portfolio stood at $58.2M with 134 total positions.
During Q1 2024, Iq Eq Fund Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AMD) accounted for 121.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 15.86% | -0.63% | -29.61% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 15.33% | +0.70% | +5.33% | |
| 3 | AMD | Advanced Micro Devices | Stock-Tech | 9.20% | — | +39.66% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.19% | -8.29% | +8.75% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.99% | +3.25% | +40.23% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.91% | -0.18% | +0.12% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 4.95% | — | +51.71% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.41% | +3.17% | +25.36% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.77% | -0.44% | -2.04% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.45% | +0.02% | — | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.37% | — | — | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.08% | -0.01% | EXIT | |
| 13 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.66% | — | — | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.52% | +0.05% | NEW | |
| 15 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.29% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +11.32% | NEW | |
| 17 | COP | Conocophillips | Stock-Energy | 1.25% | — | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -0.91% | EXIT | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.20% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | +0.06% | +12.25% | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.92% | — | +0.41% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | — | — | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.52% | +200.00% | |
| 24 | INTC | Intel CORP | Stock-Tech | 0.72% | +2.25% | -50.34% | |
| 25 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.71% | +0.24% | NEW | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.68% | — | — | |
| 27 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.61% | — | -8.86% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | — | — | |
| 29 | SH1USD | Proshares Short S&p500 | ETF-Other | 0.53% | — | — | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.48% | +0.39% | +66.67% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.33% | +0.02% | -77.10% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.30% | -0.05% | -3.62% | |
| 33 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.29% | — | — | |
| 34 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.27% | — | — | |
| 35 | ANETEUR | Arista Networks Inc | Stock-Other | 0.24% | — | — | |
| 36 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.23% | — | — | |
| 37 | WDAY | Workday Inc-class A | Stock-Tech | 0.22% | — | EXIT | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.21% | -0.03% | -26.32% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.21% | -0.13% | — | |
| 40 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.20% | +0.03% | — | |
| 41 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 0.20% | — | — | |
| 42 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.19% | -0.05% | -2.79% | |
| 43 | S | Sentinelone Inc -class A | Stock-Tech | 0.18% | — | +92272.73% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.14% | — | +399.60% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.13% | -0.34% | EXIT | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | +0.02% | — | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.12% | -0.16% | +2.02% | |
| 48 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.12% | -2.02% | EXIT | |
| 49 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.11% | +0.03% | — | |
| 50 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.10% | — | — |
According to official SEC Form 13F filings, Iq Eq Fund Management reported a total U.S. public equity portfolio value of $58.2M across 134 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Iq Eq Fund Management's top holdings by market value included NVDA (15.9%)、MSFT (15.3%)、AMD (9.2%). The largest single position, NVDA, represented 15.9% of total portfolio value.
In Q1 2024, Iq Eq Fund Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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