Filed: 2/17/2026ACC: 0001839851-26-000001
📋 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 $79.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$79.09M
Total AUM (reported)
1.17M
Total Shares
Allocation by class
COM$44.60M56.4%
CAP STK CL C$28.87M36.5%
CL A$4.24M5.4%
CLASS A COM$1.39M1.8%
Portfolio Concentration
Top 3$50.32M63.6%
4–10$28.78M36.4%
Top 3 weight
63.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.17M
Sole
Full voting authority
1.17M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
ALPHABET INC
SOLEShares92K
TypeSH
Market value$28.87M
36.50%
Sole
92K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares11K
TypeSH
Market value$11.77M
14.89%
Sole
11K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20K
TypeSH
Market value$9.67M
12.23%
Sole
20K
Shared
0.00
None
0.00
AT&T INC
SOLEShares375K
TypeSH
Market value$9.31M
11.78%
Sole
375K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares29K
TypeSH
Market value$5.03M
6.36%
Sole
29K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares20K
TypeSH
Market value$4.63M
5.85%
Sole
20K
Shared
0.00
None
0.00
SNAP INC
SOLEShares525K
TypeSH
Market value$4.24M
5.36%
Sole
525K
Shared
0.00
None
0.00
EBAY INC
SOLEShares35K
TypeSH
Market value$3.05M
3.85%
Sole
35K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares37K
TypeSH
Market value$1.39M
1.76%
Sole
37K
Shared
0.00
None
0.00
LAMB WESTON HOLDINGS INC
SOLEShares27K
TypeSH
Market value$1.13M
1.43%
Sole
27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 92K | SH | $28.87M 36.50% | 92K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 11K | SH | $11.77M 14.89% | 11K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20K | SH | $9.67M 12.23% | 20K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 375K | SH | $9.31M 11.78% | 375K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 29K | SH | $5.03M 6.36% | 29K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 20K | SH | $4.63M 5.85% | 20K | 0.00 | 0.00 |
SNAP INCSOLE | CL A | 525K | SH | $4.24M 5.36% | 525K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 35K | SH | $3.05M 3.85% | 35K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 37K | SH | $1.39M 1.76% | 37K | 0.00 | 0.00 |
LAMB WESTON HOLDINGS INCSOLE | COM | 27K | SH | $1.13M 1.43% | 27K | 0.00 | 0.00 |