Ivory Union Consulting Ltd
CIK
2065347
Location
ROAD TOWN, D8
Portfolio Value
Small
$117,349,874
Diversification
Highly concentrated
Filing Date
Global Rank
#5,353
/ 8,605
▼ 37
· as of Mar 2026
Top Industry
Semiconductors
76.0%
3Y Alpha vs SPY
-12.8%
Period ended 3 months ago
Filed May 15, 2026 · 55d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+6.2%
SPY
+10.0%
Annualised alpha
-10.6%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
76.0%
+2.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,351
Highly concentrated+522
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 76.0% | $89,170,720 |
| Communication Services | 24.0% | $28,179,154 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +73,044 | 97,994 | $28,179,154 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 56,000 | $27,082,720 | |
| No positions match the current search. | ||||
2 positions ·
$117,349,874 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Held | 511,300 | $89,170,720 | 75.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 97,994 | $28,179,154 | 24.01% |