13F HOLDINGS REPORT
IVY LANE CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001839851-25-000006
Total Value
$89.4M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 100,000 | $24.4M | 27.24% |
| 2 | MICROSOFT CORP | MSFT | 30,000 | $15.5M | 17.38% |
| 3 | BLACKROCK INC | BLK | 11,000 | $12.8M | 14.34% |
| 4 | AT&T INC | T-PC | 375,000 | $10.6M | 11.84% |
| 5 | BILL HOLDINGS INC | BILL | 120,000 | $6.4M | 7.11% |
| 6 | UNION PAC CORP | UNP | 24,000 | $5.7M | 6.34% |
| 7 | QUEST DIAGNOSTICS INC | DGX | 29,000 | $5.5M | 6.18% |
| 8 | ZILLOW GROUP INC | Z | 52,000 | $4.0M | 4.48% |
| 9 | VERTEX INC | VERX | 94,000 | $2.3M | 2.61% |
| 10 | PAYPAL HOLDINGS INC | PYPL | 33,000 | $2.2M | 2.47% |