IVY LANE CAPITAL MANAGEMENT, LLC
11 holdingsFiling period: 2026-03-31Current AUM: $75.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 92.0K | $26.4M | $32.8M | 43.26% | -- | 2026-03-31 |
| 2 | BLK | BLACKROCK INC | 11.0K | $10.6M | $12.0M | 15.81% | -- | 2026-03-31 |
| 3 | T | AT&T INC | 280.0K | $8.1M | $6.5M | 8.58% | -95,000 | 2026-03-31 |
| 4 | UNP | UNION PAC CORP | 25.0K | $6.1M | $7.3M | 9.63% | +5.0K | 2026-03-31 |
| 5 | DGX | QUEST DIAGNOSTICS INC | 29.0K | $5.7M | $6.8M | 8.91% | -- | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 10.0K | $3.7M | $4.6M | 6.13% | -10,000 | 2026-03-31 |
| 7 | CSGP | COSTAR GROUP INC | 59.0K | $2.4M | $1.7M | 2.24% | -- | 2026-03-31 |
| 8 | CPNG | COUPANG INC | 80.0K | $1.5M | $1.3M | 1.72% | -- | 2026-03-31 |
| 9 | ALKT | ALKAMI TECHNOLOGY INC | 50.0K | $783K | $908K | 1.20% | -- | 2026-03-31 |
| 10 | OSCR | OSCAR HEALTH, INC | 50.0K | $573K | $1.6M | 2.06% | -- | 2026-03-31 |
| 11 | FNMA | FANNIE MAE | 50.0K | $363K | $363K | 0.48% | -- | 2026-03-31 |
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