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Adviser Profile

Registration status Registration Changed to IQ EQ FUND MANAGEMENT (IRELAND) LIMITED
As of Date 10/11/2021
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 70 11.11%
of those in investment advisory functions 18
AUM* 10,747,845,922 40.68%
of that, discretionary 10,747,845,922 40.68%
Private Fund GAV* 0
Avg Account Size 136,048,683 21.09%
SMA’s Yes
Private Funds 0 4
Contact Info 353 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

11B 9B 8B 6B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$53,599,907 % Position5.00% $ Change29.00% # Change-2.00%
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$35,983,599 % Position3.00% $ Change49.00% # Change9.00%
Stck Ticker771049103 Stock NameROBLOX CORP $ Position$17,265,634 % Position2.00% $ Change243.00% # Change90.00%
Stck Ticker88160R101 Stock NameTESLA INC $ Position$24,125,642 % Position2.00% $ Change182.00% # Change130.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$25,253,935 % Position2.00% $ Change17.00% # Change2.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$17,992,178 % Position2.00% $ Change-8.00% # Change0.00%
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO $ Position$27,583,197 % Position2.00% $ Change17.00% # Change-1.00%
Stck Ticker459200101 Stock NameINTERNATIONAL BUSINESS MACHS $ Position$11,716,326 % Position1.00% $ Change19.00% # Change0.00%
Stck Ticker22788C105 Stock NameCROWDSTRIKE HLDGS INC $ Position$8,780,504 % Position1.00% $ Change35.00% # Change-7.00%
Stck Ticker231021106 Stock NameCUMMINS INC COM $ Position$6,730,453 % Position1.00% $ Change-1.00% # Change-5.00%