The Analysis of IVY LANE CAPITAL MANAGEMENT, LLC's Holdings


Currently, IVY LANE CAPITAL MANAGEMENT, LLC holds 10 types of securities in its portfolio with a total value $89.4M. In the most recent quarter, they have increased their positions in VERX (+94.0K shares, valued at $2.3M), PYPL (+33.0K shares, valued at $2.2M); decreased their positions in MSFT (-56.0K shares, valued at $29.0M), GOOG (-94.0K shares, valued at $22.9M), BLK (-8.9K shares, valued at $10.4M); initiated new positions in VERX (+94.0K shares, valued at $2.3M), PYPL (+33.0K shares, valued at $2.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GOOG ALPHABET INC100.0K shares-48.45%2025-09-302025-11-12history
MSFT MICROSOFT CORP30.0K shares-65.12%2025-09-302025-11-12history
BLK BLACKROCK INC11.0K shares-44.72%2025-09-302025-11-12history
T AT&T INC375.0K shares-44.44%2025-09-302025-11-12history
BILL BILL HOLDINGS INC120.0K shares-24.05%2025-09-302025-11-12history
UNP UNION PAC CORP24.0K shares-52.00%2025-09-302025-11-12history
DGX QUEST DIAGNOSTICS INC29.0K shares-42.00%2025-09-302025-11-12history
Z ZILLOW GROUP INC52.0K shares-61.76%2025-09-302025-11-12history
Sponsored
VERX VERTEX INC94.0K sharesnew addition2025-09-302025-11-12history
PYPL PAYPAL HOLDINGS INC33.0K sharesnew addition2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available