13F HOLDINGS REPORT
IVY LANE CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0001612415-25-000001
Total Value
$165.9M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 86,000 | $32.3M | 19.45% |
| 2 | ALPHABET INC | GOOG | 194,000 | $30.3M | 18.26% |
| 3 | AT&T INC | T-PC | 675,000 | $19.1M | 11.50% |
| 4 | BLACKROCK INC | BLK | 19,900 | $18.8M | 11.35% |
| 5 | UNION PAC CORP | UNP | 50,000 | $11.8M | 7.12% |
| 6 | QUEST DIAGNOSTICS INC | DGX | 57,000 | $9.6M | 5.81% |
| 7 | ZILLOW GROUP INC | Z | 136,000 | $9.3M | 5.62% |
| 8 | BILL HOLDINGS INC | BILL | 179,000 | $8.2M | 4.95% |
| 9 | MATCH GROUP INC | MTCH | 230,000 | $7.2M | 4.32% |
| 10 | BLOCK INC | BSQKZ | 100,000 | $5.4M | 3.27% |
| 11 | GENERAL MOTORS CO | 37045V100 | 110,000 | $5.2M | 3.12% |
| 12 | WORKIVA INC | WK | 62,000 | $4.7M | 2.84% |
| 13 | APPIAN CORP | APPN | 80,000 | $2.3M | 1.39% |
| 14 | OSCAR HEALTH INC | OSCR | 125,000 | $1.6M | 0.99% |