Fund Universe

← Fund Universe

☆I.G.Y. Ltd

CIK 0001811472 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.887
AUM ($M)
245
Positions
3
Turnover
0.04
Top-10 wt
100%
Herfindahl
0.364
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 3 positions · portfolio value $245M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AMZN funds › AMAZON COM INC HOLD — 44.2% +3.9% 108.3 454,258 +0 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 36.0% -4.0% 88.2 94,326 +0 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 19.9% +0.0% 48.7 65 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 245 3 0.04 100% 0.364 0.887 — in
2026Q1 235 3 0.05 100% 0.361 0.872 — in
2025Q4 235 3 0.03 100% 0.362 0.879 — in
2025Q3 239 3 0.02 100% 0.359 0.888 — in
2025Q2 250 3 0.04 100% 0.354 0.893 — entered
2025Q1 237 3 0.00 100% 0.344 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status