Ivy Lane Capital Management as of March 31, 2026
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 39.9 | $26M | 92k | 286.86 | |
| BlackRock | 16.0 | $11M | 11k | 961.71 | |
| At&t (T) | 12.3 | $8.1M | 280k | 28.99 | |
| Union Pacific Corporation (UNP) | 9.2 | $6.1M | 25k | 242.62 | |
| Quest Diagnostics Incorporated (DGX) | 8.6 | $5.7M | 29k | 195.98 | |
| Microsoft Corporation (MSFT) | 5.6 | $3.7M | 10k | 370.17 | |
| CoStar (CSGP) | 3.6 | $2.4M | 59k | 40.34 | |
| Coupang Cl A (CPNG) | 2.3 | $1.5M | 80k | 18.88 | |
| Alkami Technology (ALKT) | 1.2 | $784k | 50k | 15.67 | |
| Oscar Health Cl A (OSCR) | 0.9 | $574k | 50k | 11.47 | |
| Federal National Mortgage Association (FNMA) | 0.5 | $363k | 50k | 7.26 |
