Iron Gate Global Advisors LLC
Long book
$946.7M
Q1 2026
Positions
105
Top-10 weight
69%
concentration
Last quarter
+11.8%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsIron Gate Global Advisors LLC is a diversified fundamental manager, running a $946.7M US long book across 105 positions.
The portfolio is concentrated: the top 10 names carry 69% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, AMAZON.COM INC, NVIDIA CORP, APPLE INC, ALPHABET INC-CL C.
Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+6.4%
Q2 2024
+6.1%
Q3 2024
+4.7%
Q4 2024
-3.2%
Q1 2025
+13.0%
Q2 2025
+8.9%
Q3 2025
+2.2%
Q4 2025
-6.7%
Q1 2026
+11.8%
Sector allocation
Technology 46%
Financials 18%
Consumer discretionary 11%
Services media 10%
Industrials 5%
Materials 4%
Consumer staples 3%
Healthcare 2%
Long book by quarter
What does Iron Gate own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 198.5K | $95.1M | 10.1% | +4.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 401.1K | $83.5M | 8.8% | +4.2% |
| NVDA NVIDIA CORP | Technology | 412.6K | $72.0M | 7.6% | +3.1% |
| AAPL APPLE INC | Technology | 279.6K | $71.0M | 7.5% | +0.6% |
| GOOG ALPHABET INC-CL C | Technology | 244.3K | $70.1M | 7.4% | -3.7% |
| META META PLATFORMS INC-CLASS A | Technology | 122.1K | $69.9M | 7.4% | +6.4% |
| AXP AMERICAN EXPRESS CO | Financials | 161.8K | $49.0M | 5.2% | -1.3% |
| MSFT MICROSOFT CORP | Technology | 123.0K | $45.5M | 4.8% | +6.7% |
| UBER UBER TECHNOLOGIES INC | Services media | 480.1K | $34.5M | 3.6% | +5.7% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 107.3K | $31.2M | 3.3% | +2.1% |
| RTX RTX CORP | Industrials | 149.0K | $28.7M | 3.0% | -3.1% |
| GOOGL ALPHABET INC-CL A | Technology | 98.4K | $28.3M | 3.0% | -0.6% |
| NFLX NETFLIX INC | Services media | 254.8K | $24.5M | 2.6% | +23.6% |
| HSY HERSHEY CO/THE | Consumer staples | 108.4K | $22.5M | 2.4% | -9.2% |
| V VISA INC-CLASS A SHARES | Services media | 71.9K | $21.7M | 2.3% | +3.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 68.4K | $16.7M | 1.8% | +0.4% |
| PANW PALO ALTO NETWORKS INC | Technology | 99.4K | $15.9M | 1.7% | +20.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 99.9K | $14.6M | 1.5% | +14.2% |
| WMT WALMART INC | Consumer discretionary | 36.0K | $4.5M | 0.5% | +4.5% |
| CAT CATERPILLAR INC | Industrials | 5.1K | $3.6M | 0.4% | +15.0% |
| TSLA TESLA INC | Industrials | 7.4K | $2.8M | 0.3% | +3.1% |
| ETN EATON CORP PLC | Industrials | 6.1K | $2.2M | 0.2% | 0.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 12.8K | $1.9M | 0.2% | -0.2% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.8K | $1.8M | 0.2% | +7.6% |
| XOM EXXON MOBIL CORP | Energy | 10.1K | $1.7M | 0.2% | +7.4% |
| CATY CATHAY GENERAL BANCORP | Financials | 31.1K | $1.6M | 0.2% | Held |
| AVGO BROADCOM INC | Technology | 4.0K | $1.2M | 0.1% | +29.3% |
| MA MASTERCARD INC - A | Services media | 2.3K | $1.1M | 0.1% | -0.9% |
| CVX CHEVRON CORP | Energy | 5.5K | $1.1M | 0.1% | +19.2% |
| EMR EMERSON ELECTRIC CO | Industrials | 8.6K | $1.1M | 0.1% | 0.0% |
| JPM JPMORGAN CHASE & CO | Financials | 3.6K | $1.0M | 0.1% | +57.9% |
| MRK MERCK & CO. INC. | Healthcare | 8.1K | $971K | 0.1% | +0.9% |
| LLY ELI LILLY & CO | Healthcare | 988 | $909K | 0.1% | -7.1% |
| PPG PPG INDUSTRIES INC | Other | 8.1K | $868K | 0.1% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.6K | $807K | 0.1% | -11.7% |
| PEP PEPSICO INC | Consumer staples | 4.8K | $751K | 0.1% | -4.2% |
| HD HOME DEPOT INC | Consumer discretionary | 2.3K | $746K | 0.1% | +15.6% |
| CARR CARRIER GLOBAL CORP | Industrials | 13.2K | $744K | 0.1% | Held |
| MS MORGAN STANLEY | Financials | 4.4K | $722K | 0.1% | +85.3% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 1 | $718K | 0.1% | Held |
| SNOW SNOWFLAKE INC | Technology | 4.5K | $681K | 0.1% | -26.8% |
| DE DEERE & CO | Industrials | 1.0K | $580K | 0.1% | -1.2% |
| FCX FREEPORT-MCMORAN INC | Materials | 9.5K | $559K | 0.1% | +93.1% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 398 | $526K | 0.1% | +110.6% |
| OTIS OTIS WORLDWIDE CORP | Industrials | 6.6K | $511K | 0.1% | Held |
| ANGX ANGEL STUDIOS INC | Services media | 163.9K | $500K | 0.1% | Held |
| BAC BANK OF AMERICA CORP | Financials | 9.3K | $455K | 0.0% | +21.5% |
| HQY HEALTHEQUITY INC | Services media | 5.4K | $452K | 0.0% | -22.1% |
| ALL ALLSTATE CORP | Financials | 2.2K | $452K | 0.0% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 1.1K | $411K | 0.0% | -17.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 105 | $946.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 100 | $976.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 116 | $979.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 83 | $897.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ARESTATEMENT | May 27, 2025 | 95 | $725.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 77 | $621.7M | SEC ↗ | |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 87 | $708.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 90 | $647.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 99 | $606.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 99 | $562.4M | canonical | SEC ↗ |
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