CIK: 0002065347
Total reported value
$127.6M
Reporting period: 2026-03-31 · Number of holdings: 3
Ivory Union Consulting Ltd disclosed 3 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $127.6M and a quarterly turnover rate of 40.4%.
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Ivory Union Consulting Ltd's disclosed holdings carry a Herfindahl concentration index of 0.543 — mathematically equivalent to about 2 equally-sized positions, close to its 3 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.97), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 6.7 percentage-point tilt) — a pattern consistent with a momentum-following approach.
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Add GOOGL
+292.8% $20.4M
Add NVDA
0.0% -$6.2M
Add GOOG
+2.3% -$716.1K
Sold out MSFT
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 69.87% | +2.36% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 22.08% | +16.55% | +292.76% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.06% | +0.27% | +2.27% |
Performance for Q3 2026
-1.1%
Performance Last 4 Quarters
+13.2%
Based on 5 months of available history
Ivory Union Consulting Ltd's most significant position changes for 2026-03-31: Sold out: Microsoft CORP (MSFT); Add: Alphabet Inc-cl A (GOOGL) — shares +292.76%; Add: Alphabet Inc-cl C (GOOG) — shares +2.27%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +16.6% | +292.76% | Add |
| 2 | NVDA | Nvidia CORP | +2.4% | — | Unchanged |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +2.27% | Add |
| 4 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026 Q1 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025 Q4 | 2026-04-21 | 13F-HR | View on EDGAR |
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