Institutional Manager · CIK 0001839851
IVY LANE CAPITAL MANAGEMENT, LLC
WINTER PARK, FL · File #028-20784
Latest AUM
$79.1M
Positions
10
Top-10 Concentration
100.0%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202510 pos · $79.1M
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $89.4M
- 13F HOLDINGS REPORTQ/E Jun 202514 pos · $181.5M
- 13F HOLDINGS REPORTQ/E Mar 202514 pos · $165.9M
- 13F HOLDINGS REPORTQ/E Dec 202412 pos · $185.3M
- 13F HOLDINGS REPORTQ/E Sep 202412 pos · $177.0M
- 13F HOLDINGS REPORTQ/E Jun 202412 pos · $172.1M
- 13F HOLDINGS REPORTQ/E Mar 202412 pos · $163.5M
- 13F HOLDINGS REPORTQ/E Dec 202312 pos · $133.7M
- 13F HOLDINGS REPORTQ/E Sep 202314 pos · $135.6M
- 13F HOLDINGS REPORTQ/E Jun 202311 pos · $118.5M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202310 pos · $110.9M
- 13F HOLDINGS REPORTQ/E Mar 202310 pos · $110,924
Top 10 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |