§ 13F · FUND PROFILE
IVY LANE CAPITAL MANAGEMENT, LLC.
AUM · $69M (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 85K | $30M | 43.5% | −8% |
| 2 | BLKCHF | BLACKROCK INC | 10K | $10M | 13.9% | −9% |
| 3 | UNP | UNION PAC CORP | 27K | $7M | 10.6% | +8% |
| 4 | DGX | QUEST DIAGNOSTICS INC | 30K | $6M | 9.2% | +3% |
| 5 | CSGP | COSTAR GROUP INC | 105K | $3M | 4.3% | +78% |
| 6 | RDDT | REDDIT INC | 17K | $3M | 4.3% | NEW |
| 7 | EBAY | EBAY INC | 23K | $3M | 3.7% | NEW |
| 8 | BR | BROADRIDGE FINANCIAL SERVICES INC | 16K | $2M | 3.2% | NEW |
| 9 | META | META PLATFORMS INC | 2K | $1M | 1.6% | NEW |
| 10 | IT | GARTNER INC | 8K | $1M | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IVY SIGNAL
AC read
IVY LANE CAPITAL MANAGEMENT, LLC is a Other fund managing $69 million in assets. The fund runs a focused portfolio of just 14 positions.
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