Ivory Union Consulting Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Ivory Union Consulting Ltd reported 3 stock positions worth $127.6 million. Its top holding was Nvidia (NVDA) at 69.9% of the portfolio, followed by Alphabet Class A (GOOGL, 22.1%) and Alphabet Class C (GOOG, 8.1%). Compared with Q4 2025, it sold out of 1 and added to 2. The biggest buy was Alphabet Class A (GOOGL, shares +293%) and the biggest sale an exit from Microsoft (MSFT).

Most Recent 13F
Q2 2026
Location
ROAD TOWN, D8
CIK
0002065347
Portfolio Value
$127.6M (Q1 2026)
SEC Filing
0001013594-26-000586 ↗ filed May 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $141.3M Q4 2025 Q1 2026: $127.6M $127.6M Q1 2026 Q2 2026: $148.4M Q2 2026

Holdings 3 stocks · $127.6M
NVDA Nvidia Corp. 69.87% 511,300 $89.2M No change
GOOGL Alphabet Inc. Class A 22.08% 97,994 $28.2M Add +292.8%
GOOG Alphabet Inc. Class C 8.06% 35,852 $10.3M Add +2.3%

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Sold out 0.00% −19.17

Portfolio Buys Q4 2025 → Q1 2026
GOOGL Alphabet Inc. Class A Add +292.8% 22.08% +16.55
GOOG Alphabet Inc. Class C Add +2.3% 8.06% +0.27

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$148.4MNVDA, GOOGL, GOOG
Q1 2026 3$127.6MNVDA, GOOGL, GOOG
Q4 2025 4$141.3MNVDA, MSFT, GOOG, GOOGL