Ivy Lane Capital Management as of March 31, 2025
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 19.5 | $32M | 86k | 375.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 18.3 | $30M | 194k | 156.23 | |
| At&t (T) | 11.5 | $19M | 675k | 28.28 | |
| BlackRock | 11.4 | $19M | 20k | 946.48 | |
| Union Pacific Corporation (UNP) | 7.1 | $12M | 50k | 236.24 | |
| Quest Diagnostics Incorporated (DGX) | 5.8 | $9.6M | 57k | 169.20 | |
| Zillow Group Cl C Cap Stk (Z) | 5.6 | $9.3M | 136k | 68.56 | |
| Bill Com Holdings Ord (BILL) | 5.0 | $8.2M | 179k | 45.89 | |
| Match Group (MTCH) | 4.3 | $7.2M | 230k | 31.20 | |
| Block Cl A (XYZ) | 3.3 | $5.4M | 100k | 54.33 | |
| General Motors Company (GM) | 3.1 | $5.2M | 110k | 47.03 | |
| Workiva Com Cl A (WK) | 2.8 | $4.7M | 62k | 75.91 | |
| Appian Corp Cl A (APPN) | 1.4 | $2.3M | 80k | 28.81 | |
| Oscar Health Cl A (OSCR) | 1.0 | $1.6M | 125k | 13.11 |
