Ivy Lane Capital Management as of Dec. 31, 2022
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 10 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.6 | $21M | 86k | 239.83 | |
| Charles Schwab Corporation (SCHW) | 16.9 | $19M | 225k | 83.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.5 | $17M | 194k | 88.73 | |
| BlackRock (BLK) | 10.9 | $12M | 17k | 708.65 | |
| Blackline (BL) | 10.7 | $12M | 176k | 67.27 | |
| Smartsheet Com Cl A (SMAR) | 6.7 | $7.4M | 189k | 39.36 | |
| Cable One (CABO) | 6.4 | $7.0M | 9.9k | 711.82 | |
| Zillow Group Cl C Cap Stk (Z) | 5.8 | $6.4M | 200k | 32.21 | |
| Keurig Dr Pepper (KDP) | 4.3 | $4.8M | 135k | 35.66 | |
| Qualtrics International Com Cl A | 4.3 | $4.7M | 455k | 10.38 |
