IVY LANE CAPITAL MANAGEMENT, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COSTAR GROUP INC(CSGP) | 0 | 59,000 | +59,000 | 0 | 2,380,060 | 3.60% | +2,380,060 |
| COUPANG INC(CPNG) | 0 | 80,000 | +80,000 | 0 | 1,510,400 | 2.28% | +1,510,400 |
| UNION PAC CORP(UNP) | 0 | 25,000 | +25,000 | 0 | 6,065,500 | 9.17% | +6,065,500 |
| ALKAMI TECHNOLOGY INC(ALKT) | 0 | 50,000 | +50,000 | 0 | 783,500 | 1.18% | +783,500 |
| QUEST DIAGNOSTICS INC(DGX) | 0 | 29,000 | +29,000 | 0 | 5,683,420 | 8.59% | +5,683,420 |
| OSCAR HEALTH, INC(OSCR) | 0 | 50,000 | +50,000 | 0 | 573,500 | 0.87% | +573,500 |
| FANNIE MAE(FNMA) | 0 | 50,000 | +50,000 | 0 | 363,000 | 0.55% | +363,000 |
| LAMB WESTON HOLDINGS INC(LW) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BLACKROCK INC(BLK) | 0 | 11,000 | +11,000 | 0 | 10,578,810 | 15.99% | +10,578,810 |
| AT&T INC(T) | 0 | 280,000 | +280,000 | 0 | 8,117,200 | 12.27% | +8,117,200 |
| GITLAB INC(GTLB) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ALPHABET INC(GOOG) | 0 | 92,000 | +92,000 | 0 | 26,391,120 | 39.90% | +26,391,120 |
| EBAY INC(EBAY) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SNAP INC(SNAP) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MICROSOFT CORP(MSFT) | 0 | 10,000 | +10,000 | 0 | 3,701,700 | 5.60% | +3,701,700 |