DOSSIER · 13F-HR · Q1 2026
IvyRock Asset Management (HK) Ltd
IvyRock Asset (HK)'s family office based in Omaha, NE — $178M in tracked AUM across 25 positions as of Q1 2026.
IA
IvyRock Asset (HK)·Omaha, NE·Family Office
CIK 0001809525 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of IvyRock Asset Management (HK) Ltd – 13F Filing Q3 2025
1. Portfolio Overview
IvyRock Asset Management’s Q3 2025 13F filing reveals a period of substantial consolidation and strategic reallocation. The firm experienced a drastic reduction in total portfolio value, shrinking by 56.6% from $216.71M to $93.97M. This significant decrease in assets under management (AUM) was driven not only by market movements but by a severe reduction in position count and ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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