Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IVY LANE CAPITAL MANAGEMENT, LLC (CIK 1839851) reported $66.1M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($26.4M, 39.90%), BLK ($10.6M, 15.99%), T ($8.1M, 12.27%), UNP ($6.1M, 9.17%), DGX ($5.7M, 8.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $26.4M | 39.90% | 92,000 | Hold |
| 2 | BLK | BLACKROCK INC | $10.6M | 15.99% | 11,000 | Hold |
| 3 | T | AT&T INC | $8.1M | 12.27% | 280,000 | Trimmed |
| 4 | UNP | UNION PAC CORP | $6.1M | 9.17% | 25,000 | Added |
| 5 | DGX | QUEST DIAGNOSTICS INC | $5.7M | 8.59% | 29,000 | Hold |
| 6 | MSFT | MICROSOFT CORP | $3.7M | 5.60% | 10,000 | Trimmed |
| 7 | CSGP | COSTAR GROUP INC | $2.4M | 3.60% | 59,000 | New |
| 8 | CPNG | COUPANG INC | $1.5M | 2.28% | 80,000 | New |
| 9 | ALKT | ALKAMI TECHNOLOGY INC | $783,500 | 1.18% | 50,000 | New |
| 10 | OSCR | OSCAR HEALTH, INC | $573,500 | 0.87% | 50,000 | New |
| 11 | FNMA | FANNIE MAE | $363,000 | 0.55% | 50,000 | New |
| 12 | EBAY | EBAY INC | $0 | 0.00% | 0 | Exited |
| 13 | GTLB | GITLAB INC | $0 | 0.00% | 0 | Exited |
| 14 | LW | LAMB WESTON HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 15 | SNAP | SNAP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31