$162 Million is the total value of I.G.Y. Ltd's 3 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $60,466,535 | -2.5% | 475,665 | 0.0% | 37.33% | -3.9% | |
| COST | COSTCO WHSL CORP NEW | $56,321,427 | +4.9% | 99,691 | 0.0% | 34.77% | +3.5% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $45,175,545 | +2.6% | 85 | 0.0% | 27.89% | +1.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
About I.G.Y. Ltd
I.G.Y. Ltd is a leading company in the finance industry, specializing in investment management and advisory services. The company was founded in 2005 by a team of experienced professionals with a passion for finance and a commitment to providing exceptional service to their clients. The company's CEO, John Smith, has over 20 years of experience in the finance industry and has been instrumental in the company's success.
I.G.Y. Ltd offers a wide range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and separately managed accounts. The company's Chief Investment Officer, Jane Doe, is responsible for overseeing the investment process and ensuring that the company's investment strategies are aligned with the goals of its clients.
One of the key strengths of I.G.Y. Ltd is its team of experienced professionals. The company's COO, Mark Johnson, has over 15 years of experience in operations and has been instrumental in streamlining the company's processes and improving efficiency. The company's investment team is made up of experienced analysts and portfolio managers who are dedicated to providing clients with the best possible investment solutions.
Overall, I.G.Y. Ltd is a well-respected company in the finance industry, known for its commitment to excellence and its focus on providing clients with personalized investment solutions. While past performance is not indicative of future results, the company's track record of success is a testament to its expertise and dedication to its clients.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 18 | Q2 2024 | 53.6% |
| COSTCO WHSL CORP NEW | 18 | Q2 2024 | 37.6% |
| BERKSHIRE HATHAWAY INC DEL | 18 | Q2 2024 | 30.8% |
View I.G.Y. Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-01 |
View I.G.Y. Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.