StockDriftsStockDriftsTop 3 Ivory Union Consulting LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 67.87% | 503.3K | $100.7M | -1.56%(-8.00K) | $186.54(+20.78%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 23.6% | 98.0K | $35.0M | +0.00%(+0) | $294.62(+17.56%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 8.54% | 35.9K | $12.7M | +0.00%(+0) | $279.16(+23.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.64% |
Ivory Union Consulting LTD reports $148.40M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (67.9%), GOOGL (23.6%) and GOOG (8.5%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +5.77% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ivory Union Consulting LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065347). View Ivory Union Consulting LTD’s 13F filings on SEC