Latest I.G.Y. Ltd Stock Portfolio
I.G.Y. Ltd Performance:
2025 Q1: -4.4%YTD: -4.4%2024: 30.34%
Performance for 2025 Q1 is -4.4%, and YTD is -4.4%, and 2024 is 30.34%.
About I.G.Y. Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, I.G.Y. Ltd reported an equity portfolio of $237.2 Millions as of 31 Mar, 2025.
The top stock holdings of I.G.Y. Ltd are COST, AMZN, . The fund has invested 38.2% of it's portfolio in COSTCO WHSL CORP NEW and 36.9% of portfolio in AMAZON COM INC.
They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL and COSTCO WHSL CORP NEW (COST).
The top stock holdings of I.G.Y. Ltd are COST, AMZN, . The fund has invested 38.2% of it's portfolio in COSTCO WHSL CORP NEW and 36.9% of portfolio in AMAZON COM INC.
They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL and COSTCO WHSL CORP NEW (COST).
I.G.Y. Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that I.G.Y. Ltd made a return of -4.4% in the last quarter. In trailing 12 months, it's portfolio return was 11.96%.
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| berkshire hathaway inc del | -1.33 |
| costco whsl corp new | -0.28 |
I.G.Y. Ltd reduced stake in above stock
Sold off
Sector Distribution
I.G.Y. Ltd has about 38.2% of it's holdings in Consumer Defensive sector.
| Sector | % |
|---|---|
| Consumer Defensive | 38.2 |
| Consumer Cyclical | 36.9 |
| Others | 24.9 |
Market Cap. Distribution
I.G.Y. Ltd has about 75.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 75.1 |
| UNALLOCATED | 24.9 |
Stocks belong to which Index?
About 75.1% of the stocks held by I.G.Y. Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 75.1 |
| Others | 24.9 |
I.G.Y. Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of I.G.Y. Ltd
I.G.Y. Ltd has 3 stocks in it's portfolio. AMZN proved to be the most loss making stock for the portfolio. COST was the most profitable stock for I.G.Y. Ltd last quarter.
Last Reported on: 15 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| COST | costco whsl corp new | 38.18 | 95,746 | 90,554,700 | reduced | -0.28 | ||
Historical Trend of COSTCO WHSL CORP NEW Position Held By I.G.Y. LtdWhat % of Portfolio is COST?:Number of COST shares held:Change in No. of Shares Held: | ||||||||
| AMZN | amazon com inc | 36.91 | 460,143 | 87,546,800 | unchanged | 0.00 | ||
| berkshire hathaway inc del | 24.91 | 74.00 | 59,084,700 | reduced | -1.33 | |||
