Filed: 11/12/2025ACC: 0001839851-25-000006
📋 What this filing means
IVY LANE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $89.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$89.41M
Total AUM (reported)
868K
Total Shares
Allocation by class
COM$58.72M65.7%
CAP STK CL C$24.36M27.2%
CL C CAP STK$4.01M4.5%
CL A$2.33M2.6%
Portfolio Concentration
Top 3$52.72M59.0%
4–10$36.70M41.0%
Top 3 weight
59.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 868K
Sole
Full voting authority
868K
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
ALPHABET INC
SOLEShares100K
TypeSH
Market value$24.36M
27.24%
Sole
100K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares30K
TypeSH
Market value$15.54M
17.38%
Sole
30K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares11K
TypeSH
Market value$12.82M
14.34%
Sole
11K
Shared
0.00
None
0.00
AT&T INC
SOLEShares375K
TypeSH
Market value$10.59M
11.84%
Sole
375K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares120K
TypeSH
Market value$6.36M
7.11%
Sole
120K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares24K
TypeSH
Market value$5.67M
6.34%
Sole
24K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares29K
TypeSH
Market value$5.53M
6.18%
Sole
29K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares52K
TypeSH
Market value$4.01M
4.48%
Sole
52K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares94K
TypeSH
Market value$2.33M
2.61%
Sole
94K
Shared
0.00
None
0.00
PAYPAL HOLDINGS INC
SOLEShares33K
TypeSH
Market value$2.21M
2.47%
Sole
33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 100K | SH | $24.36M 27.24% | 100K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 30K | SH | $15.54M 17.38% | 30K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 11K | SH | $12.82M 14.34% | 11K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 375K | SH | $10.59M 11.84% | 375K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 120K | SH | $6.36M 7.11% | 120K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 24K | SH | $5.67M 6.34% | 24K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 29K | SH | $5.53M 6.18% | 29K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 52K | SH | $4.01M 4.48% | 52K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 94K | SH | $2.33M 2.61% | 94K | 0.00 | 0.00 |
PAYPAL HOLDINGS INCSOLE | COM | 33K | SH | $2.21M 2.47% | 33K | 0.00 | 0.00 |