13F HOLDINGS REPORT
IVY LANE CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001839851-23-000005
Total Value
$133.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 86,000 | $27.2M | 20.32% |
| 2 | ALPHABET INC | GOOG | 194,000 | $25.6M | 19.14% |
| 3 | BLACKROCK INC | BLK | 19,900 | $12.9M | 9.63% |
| 4 | ZILLOW GROUP INC | Z | 233,000 | $10.8M | 8.05% |
| 5 | ELASTIC N V | ESTC | 130,000 | $10.6M | 7.90% |
| 6 | UNION PAC CORP | UNP | 50,000 | $10.2M | 7.62% |
| 7 | ELECTRONIC ARTS INC | EA | 74,000 | $8.9M | 6.67% |
| 8 | KEURIG DR PEPPER INC | KDP | 210,000 | $6.6M | 4.96% |
| 9 | GRAHAM HLDGS CO | GHM | 10,900 | $6.4M | 4.75% |
| 10 | EBAY INC | EBAY | 133,000 | $5.9M | 4.39% |
| 11 | INGREDION INC | INGR | 50,000 | $4.9M | 3.68% |
| 12 | GITLAB INC | GTLB | 86,000 | $3.9M | 2.91% |