Q4 2024 · 13F-HR
IVY LANE CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2025-02-12 · accession 0001839851-25-000001
$185.3M
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K107 | GOOG | ALPHABET INC | $36.9M | 19.9% | 194,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $36.2M | 19.6% | 86,000 | Common | SOLE |
| 09247X101 | BLKCHF | BLACKROCK INC | $20.4M | 11.0% | 19,900 | Common | SOLE |
| 00206R102 | T | AT&T INC | $15.4M | 8.30% | 675,000 | Common | SOLE |
| 278642103 | EBAY | EBAY INC | $14.2M | 7.69% | 230,000 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $13.6M | 7.32% | 160,000 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $11.4M | 6.15% | 50,000 | Common | SOLE |
| 285512109 | EA | ELECTRONIC ARTS INC | $10.8M | 5.84% | 74,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $10.0M | 5.40% | 135,000 | Common | SOLE |
| 74834L100 | DGX | QUEST DIAGNOSTICS INC | $8.6M | 4.64% | 57,000 | Common | SOLE |
| 49271V100 | KDP | KEURIG DR PEPPER INC | $5.0M | 2.69% | 155,000 | Common | SOLE |
| 26210C104 | DBX | DROPBOX INC | $2.7M | 1.46% | 90,000 | 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.