Investor Details
| Filer Name: | IVY LANE CAPITAL MANAGEMENT, LLC |
|---|---|
| CIK: | 1839851 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 12 |
| Portfolio Value: | $0.19B |
Ivy Lane Capital Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| GOOG | US | ALPHABET INC-CL C | 194,000 | $37M | 19.94% | - | - |
| MSFT | US | MICROSOFT CORP | 86,000 | $36M | 19.57% | - | - |
| BLKCHF | XS | BLACKROCK INC | 19,900 | $20M | 11.01% | - | - |
| T | US | AT&T INC | 675,000 | $15M | 8.30% | - | - |
| EBAY | US | EBAY INC | 230,000 | $14M | 7.69% | - | - |
| BILL | US | BILL HOLDINGS INC | 160,000 | $14M | 7.32% | - | - |
| UNP | US | UNION PACIFIC CORP | 50,000 | $11M | 6.15% | - | - |
| EA | US | ELECTRONIC ARTS INC | 74,000 | $11M | 5.84% | - | - |
| Z | US | ZILLOW GROUP INC - C | 135,000 | $10M | 5.40% | - | - |
| DGX | US | QUEST DIAGNOSTICS INC | 57,000 | $9M | 4.64% | - | - |
| KDP | US | KEURIG DR PEPPER INC | 155,000 | $5M | 2.69% | -14.8% | - |
| DBX | US | DROPBOX INC-CLASS A | 90,000 | $3M | 1.46% | -28.0% | - |