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CIK: 0001869164
Total reported value
$58.2M
$58.2M
162 檔
144.3%
In Q4 2024, Iq Eq Fund Management's U.S. equity holdings reached a combined market value of $58.2M, distributed across 162 disclosed stock positions.
Iq Eq Fund Management executed strategic sector rebalancing during Q4 2024, establishing 36 new positions while fully exiting 55 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.42% | -0.63% | +18.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.92% | +0.70% | +17.84% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.12% | -0.18% | +39.30% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.67% | +3.17% | +124.87% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.58% | -8.29% | +9.75% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 3.66% | — | -2.65% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 3.32% | — | -24.09% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.12% | +3.25% | -43.91% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.22% | -0.01% | EXIT | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.95% | +0.02% | +16.03% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.79% | — | +10.33% | |
| 12 | VICI | Vici Properties Inc | Stock-Real Estate | 1.44% | -0.66% | — | |
| 13 | MCK | Mckesson CORP | Stock-Healthcare | 1.35% | -1.38% | EXIT | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.27% | — | — | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.20% | +0.05% | NEW | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.19% | +0.58% | +15887.10% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.18% | — | +137.78% | |
| 18 | JETS | US Global Jets ETF | ETF-Other | 1.10% | — | NEW | |
| 19 | NTRA | Natera Inc | Stock-Healthcare | 1.08% | +1.99% | +59.70% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | -0.44% | -47.69% | |
| 21 | CECO | Ceco Environmental CORP | Stock-Other | 1.04% | +1.42% | +86.19% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.99% | -8.34% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +11.32% | NEW | |
| 24 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.97% | — | +165.73% | |
| 25 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.97% | +0.01% | NEW | |
| 26 | C | Citigroup Inc | Stock-Financials | 0.94% | +0.28% | +60.40% | |
| 27 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.93% | — | +14.65% | |
| 28 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.91% | +0.97% | — | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 0.84% | — | +400.00% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.81% | — | +138.99% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.91% | EXIT | |
| 32 | VST | Vistra CORP | Stock-Utilities | 0.79% | — | +100.76% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.52% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | +0.06% | -13.69% | |
| 35 | BUR | Burford Capital Limited | Stock-Other | 0.74% | — | +149.89% | |
| 36 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 0.72% | — | +12.50% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.72% | — | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | — | +14.85% | |
| 39 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.70% | — | -3.75% | |
| 40 | D | Dominion Energy Inc | Stock-Utilities | 0.69% | — | +135.54% | |
| 41 | COP | Conocophillips | Stock-Energy | 0.68% | — | — | |
| 42 | INTC | Intel CORP | Stock-Tech | 0.67% | +2.25% | +120.69% | |
| 43 | GEO | Geo Group Inc/the | Stock-Other | 0.65% | — | -44.00% | |
| 44 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.64% | — | +74.49% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.57% | — | -5.26% | |
| 46 | CCJ | Cameco CORP | Stock-Energy | 0.55% | -0.13% | EXIT | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | — | +58.28% | |
| 48 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.48% | +0.24% | NEW | |
| 49 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.45% | — | — | |
| 50 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 0.44% | -1.43% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +6.5% | +18.26% | Add |
| 2 | MSFT | Microsoft CORP | +4.5% | +17.84% | Add |
| 3 | META | Meta Platforms Inc-class A | +3.5% | +39.30% | Add |
| 4 | AMZN | Amazon.com Inc | +3.2% | +124.87% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +1.9% | +9.75% | Add |
| 6 | VICI | Vici Properties Inc | +1.4% | NEW | New buy |
| 7 | RCL | Royal Caribbean Cruises Ltd. | +1.2% | +15887.10% | Add |
| 8 | MCK | Mckesson CORP | +1.2% | +356.00% | Add |
| 9 | JETS | US Global Jets ETF | +1.1% | +2000000.00% | Add |
| 10 | GLD | Spdr Gold Shares | +1% | NEW | New buy |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.9% | +137.78% | Add |
| 12 | DAL | Delta Air Lines Inc | +0.9% | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | +0.9% | +16.03% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | +4.85% | Add |
| 15 | NFLX | Netflix Inc | +0.8% | -24.09% | Trim |
| 16 | WST | West Pharmaceutical Services | +0.7% | +165.73% | Add |
| 17 | SMH | Vaneck Semiconductor ETF | +0.7% | NEW | New buy |
| 18 | DHR | Danaher CORP | +0.7% | +400.00% | Add |
| 19 | NTRA | Natera Inc | +0.7% | +59.70% | Add |
| 20 | MA | Mastercard Inc - A | +0.7% | +10.33% | Add |
| 21 | CECO | Ceco Environmental CORP | +0.7% | +86.19% | Add |
| 22 | VRT | Vertiv Holdings Co-a | +0.7% | +92.94% | Add |
| 23 | C | Citigroup Inc | +0.6% | +60.40% | Add |
| 24 | VST | Vistra CORP | +0.5% | +100.76% | Add |
| 25 | SO | Southern Co/the | +0.5% | +138.99% | Add |
| 26 | BUR | Burford Capital Limited | +0.5% | +149.89% | Add |
| 27 | GS | Goldman Sachs Group Inc | +0.5% | — | Unchanged |
| 28 | D | Dominion Energy Inc | +0.5% | +135.54% | Add |
| 29 | BITO | Proshares Bitcoin Etf-usd | +0.5% | NEW | New buy |
| 30 | CCJ | Cameco CORP | +0.5% | +276.38% | Add |
| 31 | MTB | M & T Bank CORP | +0.4% | NEW | New buy |
| 32 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.4% | +74.49% | Add |
| 33 | INTC | Intel CORP | +0.4% | +120.69% | Add |
| 34 | UAL | United Airlines Holdings Inc | +0.3% | NEW | New buy |
| 35 | IBM | Intl Business Machines CORP | +0.3% | — | Unchanged |
| 36 | TSEM | Tower Semiconductor Ltd. | +0.3% | +12.50% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | +0.3% | -5.70% | Trim |
| 38 | WMT | Walmart Inc | +0.3% | — | Unchanged |
| 39 | LULU | Lululemon Athletica Inc | +0.3% | +14.64% | Add |
| 40 | GEO | Geo Group Inc/the | +0.3% | -44.00% | Trim |
| 41 | LLY | Eli Lilly & Co | +0.3% | +58.28% | Add |
| 42 | NKE | Nike Inc -cl B | +0.3% | +14.65% | Add |
| 43 | MCD | Mcdonald's CORP | +0.2% | +14.85% | Add |
| 44 | JPM | Jpmorgan Chase & Co | +0.2% | -13.69% | Trim |
| 45 | KD | Kyndryl Holdings Inc | +0.2% | NEW | New buy |
| 46 | APO | Apollo Global Management Inc | +0.2% | NEW | New buy |
| 47 | COP | Conocophillips | +0.2% | — | Unchanged |
| 48 | JXN | Jackson Financial Inc-a | +0.2% | -3.75% | Trim |
| 49 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 50 | RGEN | Repligen CORP | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Iq Eq Fund Management reported a total U.S. public equity portfolio value of $58.2M across 162 disclosed positions in Q4 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.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, META) accounted for 144.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
VICI
市值: $2.8M
Top Position Liquidated / Trimmed
TOKYO ICHIBAN FOODS CMN
前期市值: $100.8M
During Q4 2024, Iq Eq Fund Management's top holdings by market value included NVDA (14.4%)、MSFT (11.9%)、META (7.1%). The largest single position, NVDA, represented 14.4% of total portfolio value.
In Q4 2024, Iq Eq Fund Management made 161 total portfolio adjustments, initiating 36 new buys, adding to 47 positions, trimming 23 holdings, and fully liquidating 55 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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