IVY LANE CAPITAL MANAGEMENT, LLC
Long book
$66.1M
Q1 2026
Positions
11
Top-10 weight
99%
concentration
Last quarter
—
Turnover
60%
of book per quarter
Strategy in plain words
auto-generated from filingsIVY LANE CAPITAL MANAGEMENT, LLC is a concentrated fundamental stock-picker, running a $66.1M US long book across 11 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ALPHABET INC-CL C, BLACKROCK INC, AT&T INC, UNION PACIFIC CORP, QUEST DIAGNOSTICS INC.
We rate its filings as signal-bearing: position changes reflect genuine views.
Sector allocation
Technology 47%
Financials 17%
Communications 12%
Industrials 9%
Healthcare 9%
Services media 4%
Consumer discretionary 2%
Long book by quarter
What does IVY LANE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 92.0K | $26.4M | 39.9% | Held |
| BLK BLACKROCK INC | Financials | 11.0K | $10.6M | 16.0% | Held |
| T AT&T INC | Communications | 280.0K | $8.1M | 12.3% | -25.3% |
| UNP UNION PACIFIC CORP | Industrials | 25.0K | $6.1M | 9.2% | +25.0% |
| DGX QUEST DIAGNOSTICS INC | Healthcare | 29.0K | $5.7M | 8.6% | Held |
| MSFT MICROSOFT CORP | Technology | 10.0K | $3.7M | 5.6% | -50.0% |
| CSGP COSTAR GROUP INC | Services media | 59.0K | $2.4M | 3.6% | New |
| CPNG COUPANG INC | Consumer discretionary | 80.0K | $1.5M | 2.3% | New |
| ALKT ALKAMI TECHNOLOGY INC | Technology | 50.0K | $784K | 1.2% | New |
| OSCR OSCAR HEALTH INC - CLASS A | Financials | 50.0K | $574K | 0.9% | New |
| FNMA FANNIE MAE | Financials | 50.0K | $363K | 0.5% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 11 | $66.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 10 | $79.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 10 | $89.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 14 | $181.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 7, 2025 | 14 | $165.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 12 | $185.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 12 | $177.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 12 | $172.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 12 | $163.5M | canonical | SEC ↗ |
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