Ivy Lane Capital Management, LLC
Net seller this quarter
$69M
14
-$2.24M
95.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $30M | 43.50% | Not reported | -7.6% | Q4 2020 |
 BLK | $9.62M | 13.93% | 0.01% | -9.1% | Q4 2020 |
 UNP | $7.34M | 10.64% | 0.00% | +8.0% | Q1 2023 |
 DGX | $6.36M | 9.21% | 0.03% | +3.5% | Q1 2024 |
 CSGP | $2.97M | 4.31% | 0.03% | +78.0% | Q1 2026 |
 RDDT | $2.95M | 4.27% | Not reported | New | Q2 2026 |
 EBAY | $2.57M | 3.72% | 0.01% | Not reported | Q1 2021 |
 BR | $2.19M | 3.17% | 0.01% | New | Q2 2026 |
 META | $1.13M | 1.63% | Not reported | New | Q2 2026 |
 IT | $1.04M | 1.50% | 0.01% | New | Q2 2026 |
 XOM | $957K | 1.39% | 0.00% | Not reported | Q2 2025 |
 Z | $946K | 1.37% | Not reported | Not reported | Q4 2022 |
| FNMA | $508K | 0.74% | 0.01% | +56.0% | Q1 2026 |
 CHTR | $427K | 0.62% | 0.00% | Not reported | Q1 2023 |
| Q1 2026 | |||||
| GOOG | $26.4M | 39.90% | Not reported | Not reported | Q4 2020 |
| BLK | $10.6M | 15.99% | 0.01% | Not reported | Q4 2020 |
 T | $8.12M | 12.27% | 0.00% | -25.3% | Q4 2023 |
| UNP | $6.07M | 9.17% | 0.00% | +25.0% | Q1 2023 |
| DGX | $5.68M | 8.59% | 0.03% | Not reported | Q1 2024 |
 MSFT | $3.7M | 5.60% | 0.00% | -50.0% | Q4 2020 |
| CSGP | $2.38M | 3.60% | 0.01% | New | Q1 2026 |
 CPNG | $1.51M | 2.28% | Not reported | New | Q1 2026 |
 ALKT | $784K | 1.18% | 0.05% | New | Q1 2026 |
 OSCR | $574K | 0.87% | Not reported | Not reported | Q1 2025 |
| FNMA | $363K | 0.55% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| GOOG | $28.9M | 36.50% | Not reported | -8.0% | Q4 2020 |
| BLK | $11.8M | 14.89% | 0.01% | Not reported | Q4 2020 |
| MSFT | $9.67M | 12.23% | 0.00% | -33.3% | Q4 2020 |
| T | $9.32M | 11.78% | 0.01% | Not reported | Q4 2023 |
| DGX | $5.03M | 6.36% | 0.03% | Not reported | Q1 2024 |
| UNP | $4.63M | 5.85% | 0.00% | -16.7% | Q1 2023 |
 SNAP | $4.24M | 5.36% | 0.03% | New | Q4 2025 |
| EBAY | $3.05M | 3.85% | 0.01% | Not reported | Q1 2021 |
 GTLB | $1.39M | 1.76% | Not reported | Not reported | Q2 2023 |
 LW | $1.13M | 1.43% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| GOOG | $24.4M | 27.24% | Not reported | -48.5% | Q4 2020 |
| MSFT | $15.5M | 17.38% | 0.00% | -65.1% | Q4 2020 |
| BLK | $12.8M | 14.34% | 0.01% | -44.7% | Q4 2020 |
| T | $10.6M | 11.84% | 0.01% | -44.4% | Q4 2023 |
 BILL | $6.36M | 7.11% | 0.12% | -24.1% | Q3 2024 |
| UNP | $5.67M | 6.34% | 0.00% | -52.0% | Q1 2023 |
| DGX | $5.53M | 6.18% | 0.03% | -42.0% | Q1 2024 |
| Z | $4.01M | 4.48% | Not reported | -61.8% | Q4 2022 |
 VERX | $2.33M | 2.61% | 0.36% | New | Q3 2025 |
 PYPL | $2.21M | 2.47% | 0.00% | New | Q3 2025 |