IVY LANE CAPITAL MANAGEMENT, LLC

WINTER PARK, FL · CIK 1839851 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWinter Park, FL

$69.0m reported value +4.4% vs Q1 2026

14positions

95.9%in top 10

8 new 4 added 2 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	85,000	$30.0m43.50%	43.50%	Reduced -7.0k	-7,000 -7.6%
2	BLACKROCK INC COM BLK	BLK	10,000	$9.6m13.93%	13.93%	Reduced -1.0k	-1,000 -9.1%
3	UNION PAC CORP COM UNP	UNP	27,000	$7.3m10.64%	10.64%	Added +2.0k	+2,000 8.0%
4	QUEST DIAGNOSTICS INC COM DGX	DGX	30,000	$6.4m9.21%	9.21%	Added +1.0k	+1,000 3.5%
5	COSTAR GROUP INC COM CSGP	CSGP	105,000	$3.0m4.31%	4.31%	Added +46.0k	+46,000 78.0%
6	REDDIT INC CL A RDDT	RDDT	17,000	$3.0m4.27%	4.27%	New
7	EBAY INC. COM EBAY	EBAY	23,000	$2.6m3.72%	3.72%	New
8	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	16,000	$2.2m3.17%	3.17%	New
9	META PLATFORMS INC CL A META	META	2,000	$1.1m1.63%	1.63%	New
10	GARTNER INC COM IT	IT	8,000	$1.0m1.50%	1.50%	New
11	EXXON MOBIL CORP COM XOM	XOM	7,000	$957.0k1.39%	1.39%	New
12	ZILLOW GROUP INC CL C CAP STK Z	Z	30,000	$945.6k1.37%	1.37%	New
13	FEDERAL NATL MTG ASSN COM FNMA	FNMA	78,000	$507.8k0.74%	0.74%	Added +28.0k	+28,000 56.0%
14	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	3,000	$426.6k0.62%	0.62%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AT&T INC T	T	280,000	$8.1m280.0k shares
MICROSOFT CORP MSFT	MSFT	10,000	$3.7m10.0k shares
COUPANG INC CPNG	CPNG	80,000	$1.5m80.0k shares
ALKAMI TECHNOLOGY INC ALKT	ALKT	50,000	$783.5k50.0k shares
OSCAR HEALTH INC OSCR	OSCR	50,000	$573.5k50.0k shares