Filed: 8/14/2026ACC: 0001839851-26-000003
📋 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 $69.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$69.04M
Total AUM (reported)
441K
Total Shares
Allocation by class
COM$33.55M48.6%
CAP STK CL C$30.03M43.5%
CL A$4.50M6.5%
CL C CAP STK$945.6K1.4%
Portfolio Concentration
Top 3$46.99M68.1%
4–10$19.21M27.8%
11–25$2.84M4.1%
Top 3 weight
68.1%
Top 10 weight
95.9%
Voting Authority Distribution
Total shares with voting rights: 441K
Sole
Full voting authority
441K
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:
ALPHABET INC
SOLEShares85K
TypeSH
Market value$30.03M
43.50%
Sole
85K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares10K
TypeSH
Market value$9.62M
13.93%
Sole
10K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares27K
TypeSH
Market value$7.34M
10.64%
Sole
27K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares30K
TypeSH
Market value$6.36M
9.21%
Sole
30K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares105K
TypeSH
Market value$2.97M
4.31%
Sole
105K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares17K
TypeSH
Market value$2.95M
4.27%
Sole
17K
Shared
0.00
None
0.00
EBAY INC
SOLEShares23K
TypeSH
Market value$2.57M
3.72%
Sole
23K
Shared
0.00
None
0.00
BROADRIDGE FINANCIAL SERVICES INC
SOLEShares16K
TypeSH
Market value$2.19M
3.17%
Sole
16K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2K
TypeSH
Market value$1.13M
1.63%
Sole
2K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares8K
TypeSH
Market value$1.04M
1.50%
Sole
8K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares7K
TypeSH
Market value$957.0K
1.39%
Sole
7K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares30K
TypeSH
Market value$945.6K
1.37%
Sole
30K
Shared
0.00
None
0.00
FANNIE MAE
SOLEShares78K
TypeSH
Market value$507.8K
0.74%
Sole
78K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC
SOLEShares3K
TypeSH
Market value$426.6K
0.62%
Sole
3K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 85K | SH | $30.03M 43.50% | 85K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 10K | SH | $9.62M 13.93% | 10K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 27K | SH | $7.34M 10.64% | 27K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 30K | SH | $6.36M 9.21% | 30K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 105K | SH | $2.97M 4.31% | 105K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 17K | SH | $2.95M 4.27% | 17K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 23K | SH | $2.57M 3.72% | 23K | 0.00 | 0.00 |
BROADRIDGE FINANCIAL SERVICES INCSOLE | COM | 16K | SH | $2.19M 3.17% | 16K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2K | SH | $1.13M 1.63% | 2K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 8K | SH | $1.04M 1.50% | 8K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 7K | SH | $957.0K 1.39% | 7K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 30K | SH | $945.6K 1.37% | 30K | 0.00 | 0.00 |
FANNIE MAESOLE | COM | 78K | SH | $507.8K 0.74% | 78K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 3K | SH | $426.6K 0.62% | 3K | 0.00 | 0.00 |