Ivy Lane Capital Management as of Dec. 31, 2024
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 19.9 | $37M | 194k | 190.44 | |
| Microsoft Corporation (MSFT) | 19.6 | $36M | 86k | 421.50 | |
| BlackRock | 11.0 | $20M | 20k | 1025.11 | |
| At&t (T) | 8.3 | $15M | 675k | 22.77 | |
| eBay (EBAY) | 7.7 | $14M | 230k | 61.95 | |
| Bill Com Holdings Ord (BILL) | 7.3 | $14M | 160k | 84.71 | |
| Union Pacific Corporation (UNP) | 6.2 | $11M | 50k | 228.04 | |
| Electronic Arts (EA) | 5.8 | $11M | 74k | 146.30 | |
| Zillow Group Cl C Cap Stk (Z) | 5.4 | $10M | 135k | 74.05 | |
| Quest Diagnostics Incorporated (DGX) | 4.6 | $8.6M | 57k | 150.86 | |
| Keurig Dr Pepper (KDP) | 2.7 | $5.0M | 155k | 32.12 | |
| Dropbox Cl A (DBX) | 1.5 | $2.7M | 90k | 30.04 |
