IL
I.G.Y. Ltd
Concentrated strategySector-focusedQuality / disciplined sizing
Total reported value
$235.3M
Reporting period: 2026-03-31 · Number of holdings: 3
I.G.Y. Ltd disclosed 3 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $235.3M and a quarterly turnover rate of 10.7%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 10.74
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 6
- Sizing Uniformity
- 96.49
Recent moves
Add COST
0.0% $12.6M
Trim AMZN
0.0% -$10.2M
Trim BRK-A
0.0% -$2.4M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | Stock-Consumer Disc | 40.21% | -4.36% | — | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 39.95% | +5.37% | — | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 19.84% | -1.01% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 3 | $235.3M | 11 | |
| 2025-12-31 | 3 | $235.3M | 5 | |
| 2025-09-30 | 3 | $238.7M | 10 | |
| 2025-06-30 | 3 | $249.7M | 0 | |
| 2025-03-31 | 3 | $237.2M | 100 | |
| 2024-12-31 | 3 | $240.0M | 0 | |
| 2024-09-30 | 3 | $226.8M | 0 | |
| 2024-06-30 | 3 | $220.1M | 0 | |
| 2024-03-31 | 3 | $208.3M | 0 | |
| 2023-12-31 | 3 | $180.4M | 0 | |
| 2023-09-30 | 3 | $162.0M | 0 | |
| 2023-06-30 | 3 | $159.7M | 0 | |
| 2023-03-31 | 3 | $138.2M | 0 | |
| 2022-12-31 | 3 | $136.9M | 0 | |
| 2022-09-30 | 3 | $148.0M | 0 | |
| 2022-06-30 | 3 | $146.6M | 0 | |
| 2022-03-31 | 3 | $201.7K | 0 | |
| 2021-12-31 | 3 | $195.6K | 0 | |
| 2021-09-30 | 3 | $176.4K | 0 | |
| 2021-06-30 | 3 | $176.8K | 100 | |
| 2021-03-31 | 3 | $163.3K | 8 | |
| 2020-12-31 | 3 | $169.5K | 5 | |
| 2020-09-30 | 3 | $161.2K | 15 | |
| 2020-06-30 | 3 | $139.0K | 17 | |
| 2020-03-31 | 3 | $125.3K | — |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +5.4% | — | Unchanged |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | -1% | — | Unchanged |
| 3 | AMZN | Amazon.com INC | -4.4% | — | Unchanged |
FAQ
What is I.G.Y. Ltd and what type of investor is it?
I.G.Y. Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $235.3M, spread across 3 disclosed positions.
What are I.G.Y. Ltd's largest equity positions?
Based on the latest 13F filing, I.G.Y. Ltd's top holdings by market value are:
1. Amazon.com INC (AMZN) — $94.6M (40.2%)
2. Costco Wholesale CORP (COST) — $94.0M (40.0%)
3. Berkshire Hathaway Inc-cl A (BRK-A) — $46.7M (19.8%)
What changes did I.G.Y. Ltd make in its most recent portfolio filing?
No notable portfolio changes were recorded for I.G.Y. Ltd in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does I.G.Y. Ltd focus on?
I.G.Y. Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 50.2%
• Consumer Staples: 49.8%