☆Ivory Union Consulting Ltd
Quality Q
0.870
AUM ($M)
148
Positions
3
Turnover
0.02
Top-10 wt
100%
Herfindahl
0.524
History (qtrs)
3
Excess Return
not eligible
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Holdings · 3 positions · portfolio value $148M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 67.9% | -2.0% | 100.7 | 503,300 | -8,000 | 2 | — |
| ☆GOOGL funds › | ALPHABET INC | HOLD | — | 23.6% | +1.5% | 35.0 | 97,994 | +0 | 2 | — |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 8.5% | +0.5% | 12.7 | 35,852 | +0 | 2 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 148 | 3 | 0.02 | 100% | 0.524 | 0.869 | — | in |
| 2026Q1 | 128 | 3 | 0.19 | 100% | 0.543 | 0.594 | — | entered |
| 2025Q4 | 141 | 4 | 0.00 | 100% | 0.502 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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