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I.G.Y. Ltd
Portfolio value QoQ: +4.2% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%3
Effective number of positions2.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 100.0% still held
New positions0
Increased0
Decreased0
Closed0
Portfolio value
$245.2M
Positions
3
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 3 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AMZN | $108,267,852 | 44.16% | 454,258 | $13,659,538 | |||
| COST | $88,239,143 | 35.99% | 94,326 | $-5,750,113 | |||
| BRK-A | $48,675,250 | 19.85% | 65 | $1,996,150 | |||
| No matches | |||||||