Latest I.G.Y. Ltd Stock Portfolio
I.G.Y. Ltd Performance:
2024 Q3: 0.15%YTD: 20.72%2023: 33.86%
Performance for 2024 Q3 is 0.15%, and YTD is 20.72%, and 2023 is 33.86%.
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 $226.8 Millions as of 30 Sep, 2024.
The top stock holdings of I.G.Y. Ltd are AMZN, COST, . The fund has invested 37.8% of it's portfolio in AMAZON COM INC and 37.5% of portfolio in COSTCO WHSL CORP NEW.
The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHSL CORP NEW (COST).
The top stock holdings of I.G.Y. Ltd are AMZN, COST, . The fund has invested 37.8% of it's portfolio in AMAZON COM INC and 37.5% of portfolio in COSTCO WHSL CORP NEW.
The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHSL CORP NEW (COST).
I.G.Y. Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that I.G.Y. Ltd made a return of 0.15% in the last quarter. In trailing 12 months, it's portfolio return was 29.47%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| costco whsl corp new | 0.01 |
Additions to existing portfolio by I.G.Y. Ltd
Reductions
Sold off
Sector Distribution
I.G.Y. Ltd has about 37.8% of it's holdings in Consumer Cyclical sector.
| Sector | % |
|---|---|
| Consumer Cyclical | 37.8 |
| Consumer Defensive | 37.5 |
| Others | 24.7 |
Market Cap. Distribution
I.G.Y. Ltd has about 75.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 75.3 |
| UNALLOCATED | 24.7 |
Stocks belong to which Index?
About 75.3% of the stocks held by I.G.Y. Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 75.3 |
| Others | 24.7 |
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. AMZN proved to be the most loss making stock for the portfolio. COST was the most profitable stock for I.G.Y. Ltd last quarter.
Last Reported on: 14 Nov, 2024