Filed: 8/14/2025ACC: 0001839851-25-000002
📋 What this filing means
IVY LANE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $181.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$181.52M
Total AUM (reported)
2.17M
Total Shares
Allocation by class
COM$131.82M72.6%
CAP STK CL C$34.41M19.0%
CL C CAP STK$9.53M5.2%
CL A$5.75M3.2%
Portfolio Concentration
Top 3$98.07M54.0%
4–10$68.14M37.5%
11–25$15.31M8.4%
Top 3 weight
54.0%
Top 10 weight
91.6%
Voting Authority Distribution
Total shares with voting rights: 2.17M
Sole
Full voting authority
2.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
MICROSOFT CORP
SOLEShares86K
TypeSH
Market value$42.78M
23.57%
Sole
86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares194K
TypeSH
Market value$34.41M
18.96%
Sole
194K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares19.90K
TypeSH
Market value$20.88M
11.50%
Sole
19.90K
Shared
0.00
None
0.00
AT&T INC
SOLEShares675K
TypeSH
Market value$19.53M
10.76%
Sole
675K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares50K
TypeSH
Market value$11.50M
6.34%
Sole
50K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares136K
TypeSH
Market value$9.53M
5.25%
Sole
136K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares50K
TypeSH
Market value$8.98M
4.95%
Sole
50K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares158K
TypeSH
Market value$7.31M
4.03%
Sole
158K
Shared
0.00
None
0.00
MATCH GROUP INC
SOLEShares190K
TypeSH
Market value$5.87M
3.23%
Sole
190K
Shared
0.00
None
0.00
GENERAL MOTORS CO
SOLEShares110K
TypeSH
Market value$5.41M
2.98%
Sole
110K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares45K
TypeSH
Market value$4.85M
2.67%
Sole
45K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares210K
TypeSH
Market value$4.70M
2.59%
Sole
210K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares175K
TypeSH
Market value$3.75M
2.07%
Sole
175K
Shared
0.00
None
0.00
DROPBOX INC
SOLEShares70K
TypeSH
Market value$2.00M
1.10%
Sole
70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 86K | SH | $42.78M 23.57% | 86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 194K | SH | $34.41M 18.96% | 194K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 19.90K | SH | $20.88M 11.50% | 19.90K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 675K | SH | $19.53M 10.76% | 675K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 50K | SH | $11.50M 6.34% | 50K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 136K | SH | $9.53M 5.25% | 136K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 50K | SH | $8.98M 4.95% | 50K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 158K | SH | $7.31M 4.03% | 158K | 0.00 | 0.00 |
MATCH GROUP INCSOLE | COM | 190K | SH | $5.87M 3.23% | 190K | 0.00 | 0.00 |
GENERAL MOTORS COSOLE | COM | 110K | SH | $5.41M 2.98% | 110K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 45K | SH | $4.85M 2.67% | 45K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 210K | SH | $4.70M 2.59% | 210K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 175K | SH | $3.75M 2.07% | 175K | 0.00 | 0.00 |
DROPBOX INCSOLE | CL A | 70K | SH | $2.00M 1.10% | 70K | 0.00 | 0.00 |