Q1 2025 · 13F-HR
IVY LANE CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2025-05-07 · accession 0001612415-25-000001
$165.9M
Reported value
14
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $32.3M | 19.5% | 86,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $30.3M | 18.3% | 194,000 | Common | SOLE |
| 00206R102 | T | AT&T INC | $19.1M | 11.5% | 675,000 | Common | SOLE |
| 09247X101 | BLKCHF | BLACKROCK INC | $18.8M | 11.4% | 19,900 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $11.8M | 7.12% | 50,000 | Common | SOLE |
| 74834L100 | DGX | QUEST DIAGNOSTICS INC | $9.6M | 5.81% | 57,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $9.3M | 5.62% | 136,000 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $8.2M | 4.95% | 179,000 | Common | SOLE |
| 57667L107 | MTCH | MATCH GROUP INC | $7.2M | 4.32% | 230,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $5.4M | 3.27% | 100,000 | Common | SOLE |
| 37045V100 | GM | GENERAL MOTORS CO | $5.2M | 3.12% | 110,000 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $4.7M | 2.84% | 62,000 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $2.3M | 1.39% | 80,000 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $1.6M | 0.99% | 125,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.