Q4 2023 · 13F-HR
IVY LANE CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2024-02-05 · accession 0001839851-24-000001
$157.2M
Reported value
12
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $32.3M | 20.6% | 86,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $27.3M | 17.4% | 194,000 | Common | SOLE |
| 09247X101 | BLKCHF | BLACKROCK INC | $16.2M | 10.3% | 19,900 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $14.1M | 8.96% | 125,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $13.6M | 8.65% | 235,000 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $12.3M | 7.81% | 50,000 | Common | SOLE |
| 285512109 | EA | ELECTRONIC ARTS INC | $10.1M | 6.44% | 74,000 | Common | SOLE |
| 00206R102 | T | AT&T INC | $8.6M | 5.50% | 515,000 | Common | SOLE |
| 457187102 | INGR | INGREDION INC | $7.8M | 4.97% | 72,000 | Common | SOLE |
| 384637104 | GHC | GRAHAM HLDGS CO | $7.6M | 4.83% | 10,900 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $4.7M | 3.00% | 75,000 | Common | SOLE |
| 278642103 | EBAY | EBAY INC | $2.5M | 1.58% | 57,000 | 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.