Ivy Lane Capital Management as of Sept. 30, 2022
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 19.5 | $20M | 86k | 232.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 18.2 | $19M | 194k | 96.15 | |
| Charles Schwab Corporation (SCHW) | 15.8 | $16M | 225k | 71.87 | |
| BlackRock (BLK) | 12.2 | $13M | 23k | 550.26 | |
| Blackline (BL) | 10.3 | $11M | 176k | 59.90 | |
| Keurig Dr Pepper (KDP) | 10.0 | $10M | 285k | 35.82 | |
| Avalara | 4.5 | $4.6M | 50k | 91.80 | |
| Palantir Technologies Cl A (PLTR) | 4.4 | $4.5M | 550k | 8.13 | |
| Mongodb Cl A (MDB) | 3.5 | $3.6M | 18k | 198.56 | |
| Echostar Corp Cl A (SATS) | 1.7 | $1.7M | 105k | 16.47 |
