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IVY LANE CAPITAL MANAGEMENT, LLC
IVY LANE CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30
IVY LANE CAPITAL MANAGEMENT, LLC runs IVY LANE CAPITAL MANAGEMENT, LLC and currently holds 14 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $69.04M. Their top holdings are GOOG, UNP, DGX, CSGP, RDDT. The top five represent 71.9% of reported portfolio weight. IVY LANE CAPITAL MANAGEMENT, LLC ranks #614 out of 1000 investors tracked by Alpha Score. In the most recent quarter, IVY LANE CAPITAL MANAGEMENT, LLC initiated 7 new positions. They added to 4 existing positions. They trimmed 1 position. Their current best-performing preview position is GOOG with returns of +23.17%.
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14 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOG ALPHABET INC | 43.50% | $87.59 | $341.75 | +290.17% | Trimmed -7.61% |
 UNP UNION PAC CORP | 10.64% | $214.16 | $308.10 | +43.86% | Added +8.00% |
 DGX QUEST DIAGNOSTICS INC | 9.21% | $141.09 | $244.34 | +73.18% | Added +3.45% |
 CSGP COSTAR GROUP INC | 4.31% | $35.07 | $32.26 | -8.01% | Added +77.97% |
 RDDT REDDIT INC | 4.27% | $173.58 | $153.25 | -11.71% | New Buy |
 EBAY EBAY INC | 3.72% | $111.75 | $104.13 | -6.82% | Added +100.00% |
 BR BROADRIDGE FINANCIAL SERVICES INC | 3.17% | $136.95 | $182.19 | +33.03% | New Buy |
 META META PLATFORMS INC | 1.63% | $563.29 | $549.90 | -2.38% | New Buy |
 IT GARTNER INC | 1.50% | $129.62 | $195.91 | +51.14% | New Buy |
 XOM EXXON MOBIL CORP | 1.39% | $136.72 | $165.11 | +20.77% | New Buy |
Showing 1-10 of 14