Ivy Lane Capital Management as of Sept. 30, 2024
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 20.9 | $37M | 86k | 430.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 18.3 | $32M | 194k | 167.19 | |
| BlackRock (BLK) | 10.7 | $19M | 20k | 949.51 | |
| eBay (EBAY) | 8.5 | $15M | 230k | 65.11 | |
| At&t (T) | 8.4 | $15M | 675k | 22.00 | |
| Union Pacific Corporation (UNP) | 7.0 | $12M | 50k | 246.48 | |
| Electronic Arts (EA) | 6.0 | $11M | 74k | 143.44 | |
| Quest Diagnostics Incorporated (DGX) | 5.0 | $8.8M | 57k | 155.25 | |
| Zillow Group Cl C Cap Stk (Z) | 4.9 | $8.6M | 135k | 63.85 | |
| Bill Com Holdings Ord (BILL) | 4.8 | $8.4M | 160k | 52.76 | |
| Keurig Dr Pepper (KDP) | 3.9 | $6.8M | 182k | 37.48 | |
| Dropbox Cl A (DBX) | 1.8 | $3.2M | 125k | 25.43 |
