I.g.y. LTD
I.G.Y. Ltd is an investment management firm headquartered in London, United Kingdom. The firm is registered with the SEC (CIK: 0001811472) and files quarterly 13F disclosures. As of Q2 2025, it manages approximately $250 million in assets across a concentrated portfolio of large-cap US equities. The firm's filings suggest a very small or boutique operation, with limited public disclosure regarding founding year, employee count, or additional business activities.
Investment Strategy
I.G.Y. Ltd adopts a concentrated, high-conviction investment approach, focusing on select large-cap US equities. Its 13F filings show positions almost exclusively in blue-chip companies like Amazon, Costco, and Berkshire Hathaway, suggesting a long-only strategy targeting strong fundamentals and established market leaders. The portfolio is typically composed of just a few holdings, indicating a focused, value-oriented investment strategy with low portfolio turnover.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 40.43% | $101.0M | 460,143 | $97.49 | $219.39 | +$13.4M |
C COST | COSTCO WHSL CORP NEW | 37.96% | $94.8M | 95,746 | $285.19 | $989.94 | +$4.2M |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 21.60% | $53.9M | 74 | $272000.00 | $728800.00 | -$5.2M |