DOSSIER · 13F-HR · Q1 2026

Iron Gate Global Advisors LLC

Iron Gate Global's hedge fund based in Stamford, CT $947M in tracked AUM across 105 positions as of Q1 2026.

IG
Iron Gate Global·Stamford, CT·Hedge Fund
CIK 0001131181 · last filed Mar 31, 2026
Total AUM
$947M
5.5%
vs prior
Holdings
105
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Iron Gate Global Advisors LLC

1. Portfolio Overview

Iron Gate Global Advisors LLC has undergone a substantial transformation in the quarter ending September 30, 2025. The most striking feature of this filing is the dramatic reduction in portfolio size, with total assets under management (AUM) plummeting by 50.4%, falling from approximately $897.27M to $445.14M. This reduction does not appear to be solely market-driven, given the hig...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$95M199K10.1%
02
AMZN
AMAZON COM INC
$84M401K8.8%
03
NVDA
NVIDIA CORPORATION
$72M413K7.6%
04
AAPL
APPLE INC
$71M280K7.5%
05
GOOG
ALPHABET INC
$70M244K7.4%
06
META
META PLATFORMS INC
$70M122K7.4%
07
ICSH
ISHARES TR
$60M1.2M6.3%
08
AXP
AMERICAN EXPRESS CO
$49M162K5.2%
09
MSFT
MICROSOFT CORP
$46M123K4.8%
10
UBER
UBER TECHNOLOGIES INC
$35M480K3.6%

Filing history

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