Ivory Union Consulting Ltd

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Institutional

CIK 0002065347

$127.6M

Reported AUM

Positions

Q1 2026

Period

2026-05-15

Filed

The Brief · Ivory Union Consulting Ltd · Q1 2026

AI · grounded in 13F

Ivory Union Consulting Ltd closed its position in MSFT, reducing its holdings by $27.08M. The fund increased its stake in GOOGL by 292.76%. It also accumulated more shares of GOOG, increasing that position by 2.27%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	NVDA	NVIDIA CORPORATION	$193.63	1.91%	9.52%	751.61%	$89.2M	69.87%	—	HELD
2	GOOGL	ALPHABET INC	$334.76	-0.58%	76.18%	131.67%	$28.2M	22.08%	—	HELD
3	GOOG	ALPHABET INC	$334.32	-0.43%	77.27%	132.86%	$10.3M	8.06%	—	HELD

Source: SEC EDGAR · accession 0001013594-26-000586. 13F discloses long positions only — shorts, foreign equities, and options are excluded.