Ivy Lane Capital Management as of June 30, 2025
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 23.6 | $43M | 86k | 497.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 19.0 | $34M | 194k | 177.39 | |
| BlackRock | 11.5 | $21M | 20k | 1049.25 | |
| At&t (T) | 10.8 | $20M | 675k | 28.94 | |
| Union Pacific Corporation (UNP) | 6.3 | $12M | 50k | 230.08 | |
| Zillow Group Cl C Cap Stk (Z) | 5.2 | $9.5M | 136k | 70.05 | |
| Quest Diagnostics Incorporated (DGX) | 4.9 | $9.0M | 50k | 179.63 | |
| Bill Com Holdings Ord (BILL) | 4.0 | $7.3M | 158k | 46.26 | |
| Match Group (MTCH) | 3.2 | $5.9M | 190k | 30.89 | |
| General Motors Company (GM) | 3.0 | $5.4M | 110k | 49.21 | |
| Exxon Mobil Corporation (XOM) | 2.7 | $4.9M | 45k | 107.80 | |
| Intel Corporation (INTC) | 2.6 | $4.7M | 210k | 22.40 | |
| Oscar Health Cl A (OSCR) | 2.1 | $3.8M | 175k | 21.44 | |
| Dropbox Cl A (DBX) | 1.1 | $2.0M | 70k | 28.60 |
