Ivy Lane Capital Management as of Sept. 30, 2025
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 27.2 | $24M | 100k | 243.55 | |
| Microsoft Corporation (MSFT) | 17.4 | $16M | 30k | 517.95 | |
| BlackRock | 14.3 | $13M | 11k | 1165.87 | |
| At&t (T) | 11.8 | $11M | 375k | 28.24 | |
| Bill Com Holdings Ord (BILL) | 7.1 | $6.4M | 120k | 52.97 | |
| Union Pacific Corporation (UNP) | 6.3 | $5.7M | 24k | 236.37 | |
| Quest Diagnostics Incorporated (DGX) | 6.2 | $5.5M | 29k | 190.58 | |
| Zillow Group Cl C Cap Stk (Z) | 4.5 | $4.0M | 52k | 77.05 | |
| Vertex Cl A (VERX) | 2.6 | $2.3M | 94k | 24.79 | |
| Paypal Holdings (PYPL) | 2.5 | $2.2M | 33k | 67.06 |
