Ivy Lane Capital Management as of June 30, 2026
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 43.5 | $30M | 85k | 353.33 | |
| BlackRock | 13.9 | $9.6M | 10k | 961.56 | |
| Union Pacific Corporation (UNP) | 10.6 | $7.3M | 27k | 272.00 | |
| Quest Diagnostics Incorporated (DGX) | 9.2 | $6.4M | 30k | 211.95 | |
| CoStar (CSGP) | 4.3 | $3.0M | 105k | 28.32 | |
| Reddit Cl A (RDDT) | 4.3 | $3.0M | 17k | 173.58 | |
| eBay (EBAY) | 3.7 | $2.6M | 23k | 111.75 | |
| Broadridge Financial Solutions (BR) | 3.2 | $2.2M | 16k | 136.95 | |
| Meta Platforms Cl A (META) | 1.6 | $1.1M | 2.0k | 563.29 | |
| Gartner (IT) | 1.5 | $1.0M | 8.0k | 129.62 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $957k | 7.0k | 136.72 | |
| Zillow Group Cl C Cap Stk (Z) | 1.4 | $946k | 30k | 31.52 | |
| Federal National Mortgage Association (FNMA) | 0.7 | $508k | 78k | 6.51 | |
| Charter Communications Cl A (CHTR) | 0.6 | $427k | 3.0k | 142.21 |
