Ivy Lane Capital Management as of March 31, 2023
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 11 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 20.9 | $25M | 86k | 288.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 17.0 | $20M | 194k | 104.00 | |
| BlackRock (BLK) | 11.2 | $13M | 20k | 669.12 | |
| Blackline (BL) | 10.0 | $12M | 176k | 67.15 | |
| Squarespace Cl A (SQSP) | 8.7 | $10M | 325k | 31.77 | |
| Union Pacific Corporation (UNP) | 8.5 | $10M | 50k | 201.26 | |
| Zillow Group Cl C Cap Stk (Z) | 8.3 | $9.9M | 222k | 44.47 | |
| Electronic Arts (EA) | 7.2 | $8.6M | 71k | 120.45 | |
| Charter Communications Cl A (CHTR) | 4.2 | $5.0M | 14k | 357.61 | |
| Sealed Air (SEE) | 3.1 | $3.6M | 79k | 45.91 | |
| Appian Corp Cl A (APPN) | 0.8 | $941k | 21k | 44.38 |
