Ivy Lane Capital Management as of Dec. 31, 2025
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 36.5 | $29M | 92k | 313.80 | |
| BlackRock | 14.9 | $12M | 11k | 1070.34 | |
| Microsoft Corporation (MSFT) | 12.2 | $9.7M | 20k | 483.62 | |
| At&t (T) | 11.8 | $9.3M | 375k | 24.84 | |
| Quest Diagnostics Incorporated (DGX) | 6.4 | $5.0M | 29k | 173.53 | |
| Union Pacific Corporation (UNP) | 5.8 | $4.6M | 20k | 231.32 | |
| Snap Cl A (SNAP) | 5.4 | $4.2M | 525k | 8.07 | |
| eBay (EBAY) | 3.9 | $3.0M | 35k | 87.10 | |
| Gitlab Class A Com (GTLB) | 1.8 | $1.4M | 37k | 37.53 | |
| Lamb Weston Hldgs (LW) | 1.4 | $1.1M | 27k | 41.89 |
