Institutions / Ivy Lane Capital Management, LLC
Ivy Lane Capital Management, LLC
CIK 1839851 · Institution · as of Dec 31, 2025
Portfolio value
$79.09M
Positions
10
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $28.87M | 36.5% |
| BlackRock Inc | $11.77M | 14.9% |
| Microsoft Corp | $9.67M | 12.2% |
| AT&T Inc. | $9.31M | 11.8% |
| Quest Diagnostics Inc | $5.03M | 6.4% |
| Union Pacific Corp | $4.63M | 5.8% |
| Snap Inc | $4.24M | 5.4% |
| Ebay Inc | $3.05M | 3.9% |
| Gitlab Inc. | $1.39M | 1.8% |
| Lamb Weston Holdings, Inc. | $1.13M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.