The Analysis of IVY LANE CAPITAL MANAGEMENT, LLC's Holdings


Currently, IVY LANE CAPITAL MANAGEMENT, LLC holds 10 types of securities in its portfolio with a total value $79.1M. In the most recent quarter, they have increased their positions in SNAP (+525.0K shares, valued at $4.2M), EBAY (+35.0K shares, valued at $3.0M), GTLB (+37.0K shares, valued at $1.4M); decreased their positions in MSFT (-10.0K shares, valued at $4.8M), N/A (-8.0K shares, valued at $2.5M), UNP (-4.0K shares, valued at $925.3K); initiated new positions in SNAP (+525.0K shares, valued at $4.2M), EBAY (+35.0K shares, valued at $3.0M), GTLB (+37.0K shares, valued at $1.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC92.0K shares-8.00%2025-12-312026-02-17history
BLK BLACKROCK INC11.0K shares0.00%2025-12-312026-02-17history
MSFT MICROSOFT CORP20.0K shares-33.33%2025-12-312026-02-17history
T AT&T INC375.0K shares0.00%2025-12-312026-02-17history
DGX QUEST DIAGNOSTICS INC29.0K shares0.00%2025-12-312026-02-17history
UNP UNION PAC CORP20.0K shares-16.67%2025-12-312026-02-17history
SNAP SNAP INC525.0K sharesnew addition2025-12-312026-02-17history
EBAY EBAY INC35.0K sharesnew addition2025-12-312026-02-17history
Sponsored
GTLB GITLAB INC37.0K sharesnew addition2025-12-312026-02-17history
LW LAMB WESTON HOLDINGS INC27.0K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available