IVY LANE CAPITAL MANAGEMENT, LLC — 13F holdings

IVY LANE CAPITAL MANAGEMENT, LLC reported 14 holdings worth $69.0M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GOOG ALPHABET INC — $30.0M (43.5%)
2. BlackRock Inc — $9.62M (13.9%)
3. UNP UNION PAC CORP — $7.34M (10.6%)
4. DGX QUEST DIAGNOSTICS INC — $6.36M (9.2%)
5. CSGP COSTAR GROUP INC — $2.97M (4.3%)
6. RDDT REDDIT INC — $2.95M (4.3%)
7. EBAY EBAY INC. — $2.57M (3.7%)
8. BR BROADRIDGE FINL SOLUTIONS IN — $2.19M (3.2%)
9. META META PLATFORMS INC — $1.13M (1.6%)
10. IT GARTNER INC — $1.04M (1.5%)