Filed: 8/14/2025ACC: 0001085146-25-005094
📋 What this filing means
IRON GATE GLOBAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $897.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$897.27M
Total AUM (reported)
4.62M
Total Shares
Allocation by class
COM$538.15M60.0%
CL A$101.48M11.3%
CL B NEW$85.01M9.5%
CAP STK CL C$49.22M5.5%
ULTRA SHORT DUR$41.45M4.6%
COM CL A$23.15M2.6%
CAP STK CL A$18.70M2.1%
Portfolio Concentration
Top 3$256.71M28.6%
4–10$394.19M43.9%
11–25$204.58M22.8%
Rest$41.79M4.7%
Top 3 weight
28.6%
Top 10 weight
72.5%
Voting Authority Distribution
Total shares with voting rights: 4.62M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:
META PLATFORMS INC
SOLEShares117.24K
TypeSH
Market value$86.53M
9.64%
Sole
0.00
Shared
0.00
None
117.24K
AMAZON COM INC
SOLEShares388.21K
TypeSH
Market value$85.17M
9.49%
Sole
0.00
Shared
0.00
None
388.21K
BERKSHIRE HATHAWAY INC DEL
SOLEShares175.01K
TypeSH
Market value$85.01M
9.47%
Sole
0.00
Shared
0.00
None
175.01K
NVIDIA CORPORATION
SOLEShares511.68K
TypeSH
Market value$80.85M
9.01%
Sole
0.00
Shared
0.00
None
511.68K
APPLE INC
SOLEShares310.70K
TypeSH
Market value$63.75M
7.10%
Sole
0.00
Shared
0.00
None
310.70K
AMERICAN EXPRESS CO
SOLEShares188.94K
TypeSH
Market value$60.27M
6.72%
Sole
0.00
Shared
0.00
None
188.94K
MICROSOFT CORP
SOLEShares115.58K
TypeSH
Market value$57.49M
6.41%
Sole
0.00
Shared
0.00
None
115.58K
ALPHABET INC
SOLEShares277.49K
TypeSH
Market value$49.22M
5.49%
Sole
0.00
Shared
0.00
None
277.49K
ISHARES TR
SOLEShares817.44K
TypeSH
Market value$41.45M
4.62%
Sole
0.00
Shared
0.00
None
817.44K
UBER TECHNOLOGIES INC
SOLEShares441.14K
TypeSH
Market value$41.16M
4.59%
Sole
0.00
Shared
0.00
None
441.14K
NETFLIX INC
SOLEShares21.35K
TypeSH
Market value$28.59M
3.19%
Sole
0.00
Shared
0.00
None
21.35K
RTX CORPORATION
SOLEShares162.38K
TypeSH
Market value$23.71M
2.64%
Sole
0.00
Shared
0.00
None
162.38K
VISA INC
SOLEShares65.21K
TypeSH
Market value$23.15M
2.58%
Sole
0.00
Shared
0.00
None
65.21K
HERSHEY CO
SOLEShares123.97K
TypeSH
Market value$20.57M
2.29%
Sole
0.00
Shared
0.00
None
123.97K
ALPHABET INC
SOLEShares106.12K
TypeSH
Market value$18.70M
2.08%
Sole
0.00
Shared
0.00
None
106.12K
AIR PRODS & CHEMS INC
SOLEShares61.53K
TypeSH
Market value$17.36M
1.93%
Sole
0.00
Shared
0.00
None
61.53K
PALO ALTO NETWORKS INC
SOLEShares82.13K
TypeSH
Market value$16.81M
1.87%
Sole
0.00
Shared
0.00
None
82.13K
VANGUARD WHITEHALL FDS
SOLEShares93.87K
TypeSH
Market value$12.51M
1.39%
Sole
0.00
Shared
0.00
None
93.87K
PALANTIR TECHNOLOGIES INC
SOLEShares90.16K
TypeSH
Market value$12.29M
1.37%
Sole
0.00
Shared
0.00
None
90.16K
JOHNSON & JOHNSON
SOLEShares68.64K
TypeSH
Market value$10.48M
1.17%
Sole
0.00
Shared
0.00
None
68.64K
SPDR S&P 500 ETF TR
SOLEShares8.21K
TypeSH
Market value$5.09M
0.57%
Sole
0.00
Shared
0.00
None
8.21K
VANGUARD INDEX FDS
SOLEShares14.88K
TypeSH
Market value$4.54M
0.51%
Sole
0.00
Shared
0.00
None
14.88K
INVESCO QQQ TR
SOLEShares7.45K
TypeSH
Market value$4.11M
0.46%
Sole
0.00
Shared
0.00
None
7.45K
WALMART INC
SOLEShares39.13K
TypeSH
Market value$3.83M
0.43%
Sole
0.00
Shared
0.00
None
39.13K
CATHAY GEN BANCORP
SOLEShares62.25K
TypeSH
Market value$2.83M
0.32%
Sole
0.00
Shared
0.00
None
62.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 117.24K | SH | $86.53M 9.64% | 0.00 | 0.00 | 117.24K |
AMAZON COM INCSOLE | COM | 388.21K | SH | $85.17M 9.49% | 0.00 | 0.00 | 388.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 175.01K | SH | $85.01M 9.47% | 0.00 | 0.00 | 175.01K |
NVIDIA CORPORATIONSOLE | COM | 511.68K | SH | $80.85M 9.01% | 0.00 | 0.00 | 511.68K |
APPLE INCSOLE | COM | 310.70K | SH | $63.75M 7.10% | 0.00 | 0.00 | 310.70K |
AMERICAN EXPRESS COSOLE | COM | 188.94K | SH | $60.27M 6.72% | 0.00 | 0.00 | 188.94K |
MICROSOFT CORPSOLE | COM | 115.58K | SH | $57.49M 6.41% | 0.00 | 0.00 | 115.58K |
ALPHABET INCSOLE | CAP STK CL C | 277.49K | SH | $49.22M 5.49% | 0.00 | 0.00 | 277.49K |
ISHARES TRSOLE | ULTRA SHORT DUR | 817.44K | SH | $41.45M 4.62% | 0.00 | 0.00 | 817.44K |
UBER TECHNOLOGIES INCSOLE | COM | 441.14K | SH | $41.16M 4.59% | 0.00 | 0.00 | 441.14K |
NETFLIX INCSOLE | COM | 21.35K | SH | $28.59M 3.19% | 0.00 | 0.00 | 21.35K |
RTX CORPORATIONSOLE | COM | 162.38K | SH | $23.71M 2.64% | 0.00 | 0.00 | 162.38K |
VISA INCSOLE | COM CL A | 65.21K | SH | $23.15M 2.58% | 0.00 | 0.00 | 65.21K |
HERSHEY COSOLE | COM | 123.97K | SH | $20.57M 2.29% | 0.00 | 0.00 | 123.97K |
ALPHABET INCSOLE | CAP STK CL A | 106.12K | SH | $18.70M 2.08% | 0.00 | 0.00 | 106.12K |
AIR PRODS & CHEMS INCSOLE | COM | 61.53K | SH | $17.36M 1.93% | 0.00 | 0.00 | 61.53K |
PALO ALTO NETWORKS INCSOLE | COM | 82.13K | SH | $16.81M 1.87% | 0.00 | 0.00 | 82.13K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 93.87K | SH | $12.51M 1.39% | 0.00 | 0.00 | 93.87K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 90.16K | SH | $12.29M 1.37% | 0.00 | 0.00 | 90.16K |
JOHNSON & JOHNSONSOLE | COM | 68.64K | SH | $10.48M 1.17% | 0.00 | 0.00 | 68.64K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 8.21K | SH | $5.09M 0.57% | 0.00 | 0.00 | 8.21K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.88K | SH | $4.54M 0.51% | 0.00 | 0.00 | 14.88K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.45K | SH | $4.11M 0.46% | 0.00 | 0.00 | 7.45K |
WALMART INCSOLE | COM | 39.13K | SH | $3.83M 0.43% | 0.00 | 0.00 | 39.13K |
CATHAY GEN BANCORPSOLE | COM | 62.25K | SH | $2.83M 0.32% | 0.00 | 0.00 | 62.25K |
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