IVY LANE CAPITAL MANAGEMENT, LLC
CIK 0001839851 · WINTER PARK, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$69.0M
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
95.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GOOG
ALPHABET INC
43.5%
BLKCHF
BLACKROCK INC
13.9%
UNP
UNION PAC CORP
10.6%
DGX
QUEST DIAGNOSTICS INC
9.2%
CSGP
COSTAR GROUP INC
4.3%
RDDT
REDDIT INC
4.3%
EBAY
EBAY INC
3.7%
BR
BROADRIDGE FINANCIAL SERVICES INC
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.