13F HOLDINGS REPORT
IVY LANE CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001839851-25-000001
Total Value
$185.3M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 194,000 | $36.9M | 19.94% |
| 2 | MICROSOFT CORP | MSFT | 86,000 | $36.2M | 19.57% |
| 3 | BLACKROCK INC | BLK | 19,900 | $20.4M | 11.01% |
| 4 | AT&T INC | T-PC | 675,000 | $15.4M | 8.30% |
| 5 | EBAY INC | EBAY | 230,000 | $14.2M | 7.69% |
| 6 | BILL HOLDINGS INC | BILL | 160,000 | $13.6M | 7.32% |
| 7 | UNION PAC CORP | UNP | 50,000 | $11.4M | 6.15% |
| 8 | ELECTRONIC ARTS INC | EA | 74,000 | $10.8M | 5.84% |
| 9 | ZILLOW GROUP INC | Z | 135,000 | $10.0M | 5.40% |
| 10 | QUEST DIAGNOSTICS INC | DGX | 57,000 | $8.6M | 4.64% |
| 11 | KEURIG DR PEPPER INC | KDP | 155,000 | $5.0M | 2.69% |
| 12 | DROPBOX INC | DBX | 90,000 | $2.7M | 1.46% |