IVY LANE CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 18398512026Q2
| Positions | 14 |
|---|
| Reported value | $69.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 14 (+3 vs prior quarter) |
|---|
| Reported value | $69.0m (+4.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 85,000 | $30.0m | 43.5% |
| BLACKROCK INC | 10,000 | $9.6m | 13.9% |
| UNP UNION PAC CORP | 27,000 | $7.3m | 10.6% |
| DGX QUEST DIAGNOSTICS INC | 30,000 | $6.4m | 9.2% |
| CSGP COSTAR GROUP INC | 105,000 | $3.0m | 4.3% |
| RDDT REDDIT INC | 17,000 | $3.0m | 4.3% |
| EBAY EBAY INC | 23,000 | $2.6m | 3.7% |
| BR BROADRIDGE FINANCIAL SERVICES INC | 16,000 | $2.2m | 3.2% |
| META META PLATFORMS INC | 2,000 | $1.1m | 1.6% |
| IT GARTNER INC | 8,000 | $1.0m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1839851")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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