I.G.Y.
London, X0files as I.G.Y. Ltd
$245m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 4.0% of the portfolio this quarter.
Value
$245m
Stocks
3
Top 10 share
100.0%
Turnover
4.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 19.9%
- Value
- $49m
- Shares
- 65
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Amazon.comAMZN | 44.2% | $108m | 454,258 | Held |
| Costco WholesaleCOST | 36.0% | $88m | 94,326 | Held |
| Berkshire Hathaway INC DELBRK-A | 19.9% | $49m | 65 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 1.8% since 30 June 2025.
Where the money is
Retail & consumer44.2%
Everyday goods36.0%
Other19.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.