Latest I.G.Y. Ltd Stock Portfolio
I.G.Y. Ltd Performance:
2025 Q3: -1.73%YTD: 2.65%2024: 37.62%
Performance for 2025 Q3 is -1.73%, and YTD is 2.65%, and 2024 is 37.62%.
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 $238.7 Millions as of 30 Sep, 2025.
The top stock holdings of I.G.Y. Ltd are AMZN, COST, . The fund has invested 42.3% of it's portfolio in AMAZON COM INC and 37.1% of portfolio in COSTCO WHSL CORP NEW.
They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL.
The top stock holdings of I.G.Y. Ltd are AMZN, COST, . The fund has invested 42.3% of it's portfolio in AMAZON COM INC and 37.1% of portfolio in COSTCO WHSL CORP NEW.
They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL.
I.G.Y. Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that I.G.Y. Ltd made a return of -1.73% in the last quarter. In trailing 12 months, it's portfolio return was 10.46%.
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| berkshire hathaway inc del | -12.16 |
I.G.Y. Ltd reduced stake in above stock
Sold off
Sector Distribution
I.G.Y. Ltd has about 42.3% of it's holdings in Consumer Cyclical sector.
| Sector | % |
|---|---|
| Consumer Cyclical | 42.3 |
| Consumer Defensive | 37.1 |
| Others | 20.5 |
Market Cap. Distribution
I.G.Y. Ltd has about 79.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 79.5 |
| UNALLOCATED | 20.5 |
Stocks belong to which Index?
About 79.5% of the stocks held by I.G.Y. Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 79.5 |
| Others | 20.5 |
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. COST proved to be the most loss making stock for the portfolio. was the most profitable stock for I.G.Y. Ltd last quarter.
Last Reported on: 14 Nov, 2025