Filed: 5/12/2026ACC: 0001839851-26-000002
📋 What this filing means
IVY LANE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $66.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$66.15M
Total AUM (reported)
736K
Total Shares
Allocation by class
COM$37.67M57.0%
CAP STK CL C$26.39M39.9%
CL A$2.08M3.2%
Portfolio Concentration
Top 3$45.09M68.2%
4–10$20.70M31.3%
11–25$363.0K0.5%
Top 3 weight
68.2%
Top 10 weight
99.5%
Voting Authority Distribution
Total shares with voting rights: 736K
Sole
Full voting authority
736K
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
ALPHABET INC
SOLEShares92K
TypeSH
Market value$26.39M
39.90%
Sole
92K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares11K
TypeSH
Market value$10.58M
15.99%
Sole
11K
Shared
0.00
None
0.00
AT&T INC
SOLEShares280K
TypeSH
Market value$8.12M
12.27%
Sole
280K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares25K
TypeSH
Market value$6.07M
9.17%
Sole
25K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares29K
TypeSH
Market value$5.68M
8.59%
Sole
29K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10K
TypeSH
Market value$3.70M
5.60%
Sole
10K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares59K
TypeSH
Market value$2.38M
3.60%
Sole
59K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares80K
TypeSH
Market value$1.51M
2.28%
Sole
80K
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares50K
TypeSH
Market value$783.5K
1.18%
Sole
50K
Shared
0.00
None
0.00
OSCAR HEALTH, INC
SOLEShares50K
TypeSH
Market value$573.5K
0.87%
Sole
50K
Shared
0.00
None
0.00
FANNIE MAE
SOLEShares50K
TypeSH
Market value$363.0K
0.55%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 92K | SH | $26.39M 39.90% | 92K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 11K | SH | $10.58M 15.99% | 11K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 280K | SH | $8.12M 12.27% | 280K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 25K | SH | $6.07M 9.17% | 25K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 29K | SH | $5.68M 8.59% | 29K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10K | SH | $3.70M 5.60% | 10K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 59K | SH | $2.38M 3.60% | 59K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 80K | SH | $1.51M 2.28% | 80K | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 50K | SH | $783.5K 1.18% | 50K | 0.00 | 0.00 |
OSCAR HEALTH, INCSOLE | CL A | 50K | SH | $573.5K 0.87% | 50K | 0.00 | 0.00 |
FANNIE MAESOLE | COM | 50K | SH | $363.0K 0.55% | 50K | 0.00 | 0.00 |