IVY LANE CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 0001839851 · WINTER PARK, FL

As of Sep 30, 2025, IVY LANE CAPITAL MANAGEMENT, LLC reported 10 positions worth $89.4M in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGEquity100,000$24.4M27.24%
MICROSOFT CORPMSFTTechnology30,000 5.5M17.38%
BLACKROCK INCBLKFinancial Services11,000 2.8M14.34%
AT&T INCTCommunication Services375,000 0.6M11.84%
BILL HOLDINGS INCBILLTechnology120,000$6.4M7.11%
UNION PACIFIC CORPUNPIndustrials24,000$5.7M6.34%
QUEST DIAGNOSTICS INCDGXHealthcare29,000$5.5M6.18%
ZILLOW GROUP INCZCommunication Services52,000$4.0M4.48%
VERTEX INCVERXTechnology94,000$2.3M2.61%
PAYPAL HOLDINGS INCPYPLFinancial Services33,000$2.2M2.47%