Iron Gate Global Advisors LLC
SEC Form 13F institutional filer · CIK 0001131181
13F-HR · 78 reported holdings · 2026-03-31
Iron Gate Global Advisors LLC is an investment advisor.
Reported long-US-equity value
$0.85B
Top-10 concentration
72.9%
Iron Gate Global Advisors LLC — $853M AUM allocation strategy
Iron Gate Global Advisors LLC files SEC Form 13F and reports $853M of long US equity value across 78 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.7%, followed by Communication Services 22.6% and Financials 19.4%.
The top 10 holdings account for 73% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Iron Gate Global Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$853M
total across 78 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
73% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +48.6K sh · +$5.16M+$UBER +26.1K sh · −$2.56M+$PANW +16.6K sh · +$692K
Biggest trims (shares)
−$HSY −11K sh · +$799K−$GOOGL −9.31K sh · −$9.49M−$RTX −4.69K sh · +$556K
Exited to nil (held last quarter, gone now)
$SPGI ($372K last qtr)$CRM ($358K last qtr)$CINF ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services19.7%—
- Multi-Sector Holdings11.1%—
- Broadline Retail9.8%—
- Semiconductors8.4%—
- Technology Hardware, Storage & Peripherals8.3%—
- Systems Software7.2%—
- Consumer Finance5.8%—
- Passenger Ground Transportation4.1%—
- Other holdings25.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 199K | $95.1M | +8.03K | 11.2% |
| $AMZN | Amazon.com Inc | 401K | $83.5M | +16.1K | 9.8% |
| $NVDA | NVIDIA Corporation | 413K | $72M | +12.3K | 8.4% |
| $AAPL | Apple Inc | 280K | $71M | +1.75K | 8.3% |
| $GOOGL | Alphabet Inc | 244K | $70.1M | -9.31K | 8.2% |
| $META | Meta Platforms Inc | 122K | $69.9M | +7.38K | 8.2% |
| $AXP | American Express Company | 162K | $49M | -2.17K | 5.7% |
| $MSFT | Microsoft Corporation | 123K | $45.5M | +7.72K | 5.3% |
| $UBER | Uber Technologies Inc | 480K | $34.5M | +26.1K | 4.0% |
| $APD | Air Products and Chemicals Inc | 107K | $31.2M | +2.21K | 3.7% |
…and 68 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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