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Asset Manager ← All Institutions

IVY LANE CAPITAL MANAGEMENT, LLC

Q3 2025 · Filed 2025-11-12
Market Value
$77M
-52.3%
Holdings
15
-1
New Purchases
2
Added To
0
Closed
6
Reduced
7
Top 10 Concentration
100.0%
Turnover
53.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOG 31.80% 21.42% +10.38% $24M
BILL 8.30% 4.55% +3.75% $6M
VERX 3.04% 0.00% +3.04% $2M
PYPL 2.89% 0.00% +2.89% $2M
T 13.83% 12.16% +1.67% $11M
DGX 7.22% 5.59% +1.63% $6M
UNP 7.41% 7.16% +0.25% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 20.29% 26.63% -6.34% $16M
MTCH 0.00% 3.65% -3.65% $0
GM 0.00% 3.37% -3.37% $0
XOM 0.00% 3.02% -3.02% $0
INTC 0.00% 2.93% -2.93% $0
OSCR 0.00% 2.34% -2.34% $0
DBX 0.00% 1.25% -1.25% $0
Z 5.23% 5.93% -0.70% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $40M 52.1%
Large Cap 5 $24M 31.3%
Mid Cap 6 $13M 16.6%

Portfolio Analytics

Avg Market Cap
$629.5B
Median Market Cap
$39.0B
Avg P/E
30.6
Median P/E
21.9
Avg Dividend Yield
0.01%
Avg Beta
1.19
# Stocks
15
# ETFs / Funds
0

Top Holdings (15 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GOOG 31.80% 100,000 $24M $243.55 -$10M -94,000 -48.5%
2 MSFT 20.29% 30,000 $16M $517.95 -$27M -56,000 -65.1%
3 T 13.83% 375,000 $11M $28.24 -$9M -300,000 -44.4%
4 BILL 8.30% 120,000 $6M $52.97 -$953K -38,000 -24.1%
5 UNP 7.41% 24,000 $6M $236.37 -$6M -26,000 -52.0%
6 DGX 7.22% 29,000 $6M $190.58 -$3M -21,000 -42.0%
7 Z 5.23% 52,000 $4M $77.05 -$6M -84,000 -61.8%
8 VERX 3.04% 94,000 $2M $24.79 +94,000 NEW
9 PYPL 2.89% 33,000 $2M $67.06 +33,000 NEW
10 XOM —% -$5M -45,000 -100.0% SOLD
11 DBX —% -$2M -70,000 -100.0% SOLD
12 GM —% -$5M -110,000 -100.0% SOLD
13 MTCH —% -$6M -190,000 -100.0% SOLD
14 OSCR —% -$4M -175,000 -100.0% SOLD
15 INTC —% -$5M -210,000 -100.0% SOLD

New Positions

SymbolValue% Port
VERX $2M 3.04%
PYPL $2M 2.89%

Sold Out Positions

SymbolValue% Port
XOM —%
GM —%
OSCR —%
INTC —%
DBX —%
MTCH —%
View SEC EDGAR Filings for IVY LANE CAPITAL MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms