Holders — by stockHoldings — by fund
IVY LANE CAPITAL MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001839851
$69.0M
disclosed book value
14
positions
43.5%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 85,000 | $30.0M | 43.5% |
| 2 | BLKCHFBLACKROCK INC | 10,000 | $9.6M | 13.9% |
| 3 | UNPUNION PAC CORP | 27,000 | $7.3M | 10.6% |
| 4 | DGXQUEST DIAGNOSTICS INC | 30,000 | $6.4M | 9.2% |
| 5 | CSGPCOSTAR GROUP INC | 105,000 | $3.0M | 4.3% |
| 6 | RDDTREDDIT INC | 17,000 | $3.0M | 4.3% |
| 7 | EBAYEBAY INC | 23,000 | $2.6M | 3.7% |
| 8 | BRBROADRIDGE FINANCIAL SERVICES INC | 16,000 | $2.2M | 3.2% |
| 9 | METAMETA PLATFORMS INC | 2,000 | $1.1M | 1.6% |
| 10 | ITGARTNER INC | 8,000 | $1.0M | 1.5% |
| 11 | EXMOCEXXON MOBIL CORP | 7,000 | $957,040 | 1.4% |
| 12 | ZZILLOW GROUP INC | 30,000 | $945,600 | 1.4% |
| 13 | FNMAFANNIE MAE | 78,000 | $507,780 | 0.7% |
| 14 | CHTRCHARTER COMMUNICATIONS INC | 3,000 | $426,630 | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.