13F Insight
DOSSIER · 13F-HR · Q1 2026

Iron Gate Global Advisors LLC

$947M in tracked AUM across 105 positions as of Q1 2026.

IG
CIK 0001131181 · last filed Mar 31, 2026
Total AUM
$947M
as of Q1 2026
Holdings
105
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · 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...

The portfolio currently consists of 60 holdings, indicating a strategy that balances concentrated conviction with a degree of diversification. However, the turnover rate is exceptionally high. The firm executed 27 new positions and completely exited 27 positions, effectively replacing nearly half of the portfolio within a single quarter. This suggests a dynamic, actively managed approach that is not afraid to realize significant gains or cut exposure rapidly to shift the fund's thematic focus.

2. Key Holdings

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

2026Q1Mar 31
$947M▼ 3.1%
105 positionsView →2025Q4Dec 31
$977M▲ 119.4%
100 positionsView →2025Q3Sep 30
$445M▼ 50.4%
60 positionsView →2025Q2Jun 30
$897M▲ 44.3%
83 positionsLocked2025Q1Mar 31
$622M▼ 12.3%
77 positionsLocked2024Q4Dec 31
$709M▲ 9.6%
87 positionsLocked2024Q3Sep 30
$647M▲ 6.7%
90 positionsLocked2024Q2Jun 30
$606M▲ 7.8%
99 positionsLocked2024Q1Mar 31
$562M▲ 11.2%
99 positionsLocked2023Q4Dec 31
$506M▲ 13.8%
102 positionsLocked2023Q3Sep 30
$445M▼ 3.9%
93 positionsLocked2023Q2Jun 30
$463M▲ 14.0%
92 positionsLocked
Showing 12 of 34