Ivy Lane Capital Management as of Dec. 31, 2023
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 20.6 | $32M | 86k | 376.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 17.4 | $27M | 194k | 140.93 | |
| BlackRock (BLK) | 10.3 | $16M | 20k | 811.80 | |
| Elastic N V Ord Shs (ESTC) | 9.0 | $14M | 125k | 112.70 | |
| Zillow Group Cl C Cap Stk (Z) | 8.7 | $14M | 235k | 57.86 | |
| Union Pacific Corporation (UNP) | 7.8 | $12M | 50k | 245.62 | |
| Electronic Arts (EA) | 6.4 | $10M | 74k | 136.81 | |
| At&t (T) | 5.5 | $8.6M | 515k | 16.78 | |
| Ingredion Incorporated (INGR) | 5.0 | $7.8M | 72k | 108.53 | |
| Graham Hldgs Com Cl B (GHC) | 4.8 | $7.6M | 11k | 696.52 | |
| Gitlab Class A Com (GTLB) | 3.0 | $4.7M | 75k | 62.96 | |
| eBay (EBAY) | 1.6 | $2.5M | 57k | 43.62 |
