IVY LANE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 280K | $8.12M |
 | GOOG | 92K | $26.39M |
 | CPNG | 80K | $1.51M |
 | CSGP | 59K | $2.38M |
 | OSCR | 50K | $573.50K |
 | ALKT | 50K | $783.50K |
 | DGX | 29K | $5.68M |
 | UNP | 25K | $6.07M |
 | MSFT | 10K | $3.70M |
AT&T Inc.
T
Shares Held
280K
Value
$8.12M
Alphabet Inc.
GOOG
Shares Held
92K
Value
$26.39M
Coupang, Inc.
CPNG
Shares Held
80K
Value
$1.51M
CoStar Group, Inc.
CSGP
Shares Held
59K
Value
$2.38M
Oscar Health, Inc.
OSCR
Shares Held
50K
Value
$573.50K
Alkami Technology, Inc.
ALKT
Shares Held
50K
Value
$783.50K
Quest Diagnostics Incorporated
DGX
Shares Held
29K
Value
$5.68M
Union Pacific Corporation
UNP
Shares Held
25K
Value
$6.07M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$3.70M