Ivy Lane Capital Management, LLC
Ivy Lane Capital Management, LLC reported 14 holdings worth US$69M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Ivy Lane Capital Management, LLC reported 14 holdings worth US$69M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Union Pacific Corporation and Quest Diagnostics Incorporated. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$69M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 84,039 | US$30M | 43.5% |
| Union Pacific Corporation | 27,000 | US$7.34M | 10.6% |
| Quest Diagnostics Incorporated | 30,000 | US$6.36M | 9.2% |
| Costar Group, Inc. | 105K | US$2.97M | 4.3% |
| Reddit, Inc. | 17,000 | US$2.95M | 4.3% |
| Ebay Inc. | 23,000 | US$2.57M | 3.7% |
| Broadridge Financial Solutions, Inc. | 16,000 | US$2.19M | 3.2% |
| Meta Platforms, Inc. | 2,000 | US$1.13M | 1.6% |
| Gartner, Inc. | 8,000 | US$1.04M | 1.5% |
| Exxon Mobil Corporation | 7,000 | US$957K | 1.4% |
| Zillow Group, Inc. | 30,000 | US$946K | 1.4% |
| Charter Communications, Inc. | 3,000 | US$427K | 0.62% |
| Oscar Health, Inc. | 0 | US$0 | 0.00% |
| Alkami Technology, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Coupang, Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |