2026 Q2 Portfolio Activity
In 2026 Q2, Ivory Union Consulting Ltd maintained a portfolio of 4 distinct positions. They heavily accumulated shares in ALPHABET INC, increasing the position by 292.8%. Conversely, Ivory Union Consulting Ltd completely exited their position in MICROSOFT CORP.
Position History
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Ivory Union Consulting Ltd
AUM $148M
Total Positions
4
Quarter
2026 Q2
Top Holding
NVDA (67.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Ivory Union Consulting Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 67.87% | 67.51% |
#1
Prev: #1
|
6.5 |
—
|
-8,000 | -1.6% |
P
S
|
503,300 | $100,710,501 |
$174.20
+29.3%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 23.60% | 5.53% |
#2
2
Prev: #4
|
8.5 |
—
|
73,044 | 292.8% |
P
S
|
97,994 | $35,020,116 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 8.54% | 7.79% |
#3
Prev: #3
|
4.9 |
—
|
796 | 2.3% |
P
S
|
35,852 | $12,667,587 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.00% | 19.17% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-56,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-4 of 4 holdings