Ivory Union Consulting Ltd — Q4 2025 13F-HR

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Q4 2025 · 13F-HR

Ivory Union Consulting Ltdholdings as filed

Filed 2026-04-21 · accession 0001013594-26-000469

$141.3M

Reported value

Positions

2025-12-31

Period end

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The Brief · Ivory Union Consulting Ltd · Q4 2025

AI · grounded in 13F

Ivory Union Consulting Ltd established a new position in NVDA valued at $95.4M. The fund also initiated new stakes in MSFT for $27.1M and GOOG for $11M. Additionally, it opened a position in GOOGL worth $7.8M. These four new holdings bring the fund's total AUM to $141.3M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
67066G104	NVDA	NVIDIA CORPORATION	$95.4M	67.5%	511,300	Common	NONE
594918104	MSFT	MICROSOFT CORP	$27.1M	19.2%	56,000	Common	NONE
02079K107	GOOG	ALPHABET INC	$11.0M	7.79%	35,056	Common	NONE
02079K305	GOOGL	ALPHABET INC	$7.8M	5.53%	24,950	Common	NONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.