13F HOLDINGS REPORT
IVY LANE CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2023 · Filed February 9, 2023 · Accession 0001839851-23-000001
Total Value
$110,924
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 86,000 | $20,625 | 18.59% |
| 2 | SCHWAB CHARLES CORP | SCHW-PJ | 225,000 | $18,733 | 16.89% |
| 3 | ALPHABET INC | GOOG | 194,000 | $17,214 | 15.52% |
| 4 | BLACKROCK INC | BLK | 17,000 | $12,047 | 10.86% |
| 5 | BLACKLINE INC | BL | 176,000 | $11,840 | 10.67% |
| 6 | SMARTSHEET INC | 83200N103 | 189,000 | $7,439 | 6.71% |
| 7 | CABLE ONE INC | CABO | 9,900 | $7,047 | 6.35% |
| 8 | ZILLOW GROUP INC | Z | 200,000 | $6,442 | 5.81% |
| 9 | KEURIG DR PEPPER INC | KDP | 135,000 | $4,814 | 4.34% |
| 10 | QUALTRICS INTERNATIONAL INC | 747601201 | 455,000 | $4,723 | 4.26% |