13F HOLDINGS REPORT
IVY LANE CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001839851-26-000001
Total Value
$79.1M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 92,000 | $28.9M | 36.50% |
| 2 | BLACKROCK INC | BLK | 11,000 | $11.8M | 14.89% |
| 3 | MICROSOFT CORP | MSFT | 20,000 | $9.7M | 12.23% |
| 4 | AT&T INC | T-PC | 375,000 | $9.3M | 11.78% |
| 5 | QUEST DIAGNOSTICS INC | DGX | 29,000 | $5.0M | 6.36% |
| 6 | UNION PAC CORP | UNP | 20,000 | $4.6M | 5.85% |
| 7 | SNAP INC | SNAP | 525,000 | $4.2M | 5.36% |
| 8 | EBAY INC | EBAY | 35,000 | $3.0M | 3.85% |
| 9 | GITLAB INC | GTLB | 37,000 | $1.4M | 1.76% |
| 10 | LAMB WESTON HOLDINGS INC | LW | 27,000 | $1.1M | 1.43% |