Ivy Lane Capital Management, LLC Top Holdings and 13F Report (2026) About Ivy Lane Capital Management, LLCInvestment ActivityIvy Lane Capital Management, LLC has $69.04 million in total holdings as of June 30, 2026.Ivy Lane Capital Management, LLC owns shares of 14 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 20.92% of the portfolio was purchased this quarter.About 26.25% of the portfolio was sold this quarter.This quarter, Ivy Lane Capital Management, LLC has purchased 11 new stocks and bought additional shares in 4 stocks.Ivy Lane Capital Management, LLC sold shares of 2 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $30,033,050BlackRock $9,615,600Union Pacific $7,344,000Quest Diagnostics $6,358,500CoStar Group $2,973,600 Largest New Holdings this Quarter 75734B100 - REDDIT INC $2,950,860 Holding278642103 - eBay $2,570,250 Holding11133T103 - Broadridge Financial Solutions $2,191,200 Holding30303M102 - Meta Platforms $1,126,580 Holding366651107 - Gartner $1,036,960 Holding Largest Purchases this Quarter REDDIT INC 17,000 shares (about $2.95M)eBay 23,000 shares (about $2.57M)Broadridge Financial Solutions 16,000 shares (about $2.19M)CoStar Group 46,000 shares (about $1.30M)Meta Platforms 2,000 shares (about $1.13M) Largest Sales this Quarter Alphabet 7,000 shares (about $2.47M)BlackRock 1,000 shares (about $961.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIvy Lane Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$30,033,050$2,473,310 â–¼-7.6%85,00043.5%Communication ServicesBLKBlackRock$9,615,600$961,560 â–¼-9.1%10,00013.9%FinanceUNPUnion Pacific$7,344,000$544,000 â–²8.0%27,00010.6%IndustrialsDGXQuest Diagnostics$6,358,500$211,950 â–²3.4%30,0009.2%HealthcareCSGPCoStar Group$2,973,600$1,302,720 â–²78.0%105,0004.3%Real EstateREDDIT INC$2,950,860$2,950,860 â–²New Holding17,0004.3%CL AEBAYeBay$2,570,250$2,570,250 â–²New Holding23,0003.7%Consumer DiscretionaryBRBroadridge Financial Solutions$2,191,200$2,191,200 â–²New Holding16,0003.2%IndustrialsMETAMeta Platforms$1,126,580$1,126,580 â–²New Holding2,0001.6%Communication ServicesITGartner$1,036,960$1,036,960 â–²New Holding8,0001.5%IndustrialsXOMExxonMobil$957,040$957,040 â–²New Holding7,0001.4%EnergyZZillow Group$945,600$945,600 â–²New Holding30,0001.4%Communication ServicesFNMAFannie Mae$507,780$182,280 â–²56.0%78,0000.7%FinanceCHTRCharter Communications$426,630$426,630 â–²New Holding3,0000.6%Communication ServicesTAT&T$0$8,117,200 â–¼-100.0%00.0%Communication ServicesMSFTMicrosoft$0$3,701,700 â–¼-100.0%00.0%TechnologyCPNGCoupang$0$1,510,400 â–¼-100.0%00.0%Consumer DiscretionaryALKTAlkami Technology$0$783,500 â–¼-100.0%00.0%TechnologyOSCROscar Health$0$573,500 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
