AI Portfolio Summary
In 2025 Q4, I.G.Y. Ltd maintained a portfolio of 3 distinct positions. The fund also reduced its exposure to COSTCO WHSL CORP NEW by 1.5%.
Total Positions
3
Quarter
2025 Q4
Top Holding
AMZN (44.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 44.57% | 42.33% |
#1
Prev: #1
|
6.5 | -5,885 | -1.3% |
P
S
|
454,258 | $104,851,832 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 34.58% | 37.13% |
#2
Prev: #2
|
6.0 | -1,420 | -1.5% |
P
S
|
94,326 | $81,341,083 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 20.85% | 20.54% |
#3
Prev: #3
|
6.0 | no change | no change |
P
S
|
65 | $49,062,000 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-3 of 3 holdings