Ivory Union Consulting
ROAD TOWN, D8files as Ivory Union Consulting Ltd
$148m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 2.0% of the portfolio this quarter.
Value
$148m
Stocks
3
Top 10 share
100.0%
Turnover
2.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 67.9% | $101m | 503,300 | Held |
| AlphabetGOOGL | 23.6% | $35m | 97,994 | Held |
| AlphabetGOOG | 8.5% | $13m | 35,852 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 5.1% since 31 December 2025.
Where the money is
Technology67.9%
Media & telecom32.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.