# IVY LANE CAPITAL MANAGEMENT, LLC: Form 13F holdings

An institutional investment manager in WINTER PARK, FL. SEC CIK 1839851.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $69.0m
- Positions: 14 (14 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1839851/000183985126000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $30.0m | 43.5% | 85,000 |  | Reduced −7,000 |
| BLACKROCK INC | COM | $9.6m | 13.9% | 10,000 |  | Reduced −1,000 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $7.3m | 10.6% | 27,000 |  | Added +2,000 |
| [QUEST DIAGNOSTICS INC (DGX)](/companies/dgx.md) | COM | $6.4m | 9.2% | 30,000 |  | Added +1,000 |
| [COSTAR GROUP INC (CSGP)](/companies/csgp.md) | COM | $3.0m | 4.3% | 105,000 |  | Added +46,000 |
| [REDDIT INC (RDDT)](/companies/rddt.md) | CL A | $3.0m | 4.3% | 17,000 |  | New +17,000 |
| [EBAY INC (EBAY)](/companies/ebay.md) | COM | $2.6m | 3.7% | 23,000 |  | New +23,000 |
| [BROADRIDGE FINANCIAL SERVICES INC (BR)](/companies/br.md) | COM | $2.2m | 3.2% | 16,000 |  | New +16,000 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $1.1m | 1.6% | 2,000 |  | New +2,000 |
| [GARTNER INC (IT)](/companies/it.md) | COM | $1.0m | 1.5% | 8,000 |  | New +8,000 |
| EXXON MOBIL CORP | COM | $957.0k | 1.4% | 7,000 |  | New +7,000 |
| [ZILLOW GROUP INC (ZG)](/companies/zg.md) | CL C CAP STK | $945.6k | 1.4% | 30,000 |  | New +30,000 |
| [FANNIE MAE (FNMA)](/companies/fnma.md) | COM | $507.8k | 0.7% | 78,000 |  | Added +28,000 |
| [CHARTER COMMUNICATIONS INC (CHTR)](/companies/chtr.md) | CL A | $426.6k | 0.6% | 3,000 |  | New +3,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALKAMI TECHNOLOGY INC (ALKT)](/companies/alkt.md) | COM | $0 | 0.0% | 0 |  | Sold out −50,000 |
| [AT&T INC (T)](/companies/t.md) | COM | $0 | 0.0% | 0 |  | Sold out −280,000 |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $0 | 0.0% | 0 |  | Sold out −80,000 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,000 |
| [OSCAR HEALTH, INC (OSCR)](/companies/oscr.md) | CL A | $0 | 0.0% | 0 |  | Sold out −50,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001839851-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.