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Size ($ in 1000's)
At 12/31/2023: $157,180
At 09/30/2023: $133,664
IVY Lane Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IVY Lane Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the IVY Lane Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by IVY Lane Capital Management LLC.
In the IVY Lane Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by IVY Lane Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the IVY Lane Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
86,000 |
UNCH |
$32,339 | | MSFT | 86,000 | UNCH | $32,339 | | ALPHABET INC |
194,000 |
UNCH |
$27,340 | | GOOG | 194,000 | UNCH | $27,340 | | BLACKROCK INC |
19,900 |
UNCH |
$16,155 | | BLK | 19,900 | UNCH | $16,155 | | ELASTIC N V |
125,000 |
-5,000 |
$14,088 | | ESTC | 125,000 | -5,000 | $14,088 | | ZILLOW GROUP INC |
235,000 |
+2,000 |
$13,597 | | Z | 235,000 | +2,000 | $13,597 | | UNION PAC CORP |
50,000 |
UNCH |
$12,281 | | UNP | 50,000 | UNCH | $12,281 | | ELECTRONIC ARTS INC |
74,000 |
UNCH |
$10,124 | | EA | 74,000 | UNCH | $10,124 | | AT&T INC |
515,000 |
+515,000 |
$8,642 | | T | 515,000 | +515,000 | $8,642 | | INGREDION INC |
72,000 |
+22,000 |
$7,814 | | INGR | 72,000 | +22,000 | $7,814 | | GRAHAM HLDGS CO |
10,900 |
UNCH |
$7,592 | | GHC | 10,900 | UNCH | $7,592 | | GITLAB INC |
75,000 |
-11,000 |
$4,722 | | GTLB | 75,000 | -11,000 | $4,722 |
See Full List: All Stocks Held By IVY Lane Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By IVY Lane Capital Management LLC
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