Ivy Lane Capital Management, LLC Portfolio Holdings

Ivy Lane Capital Management, LLC

  • $179 Million
  • Q2 2025

Ivy Lane Capital Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $42.8M, Alphabet Inc. with a value of $34.4M, Black Rock Inc. with a value of $20.9M, At&T Inc. with a value of $19.5M, and Union Pacific Corp with a value of $11.5M.

Examining the 13F form we can see an increase of $15M in the current position value, from $164M to 179M.

Ivy Lane Capital Management, LLC is based out at Winter Park, FL

Below you can find more details about Ivy Lane Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
Communication Services: $69.3 Million
Technology: $56.8 Million
Financial Services: $20.9 Million
Industrials: $11.5 Million
Healthcare: $10.6 Million
Consumer Cyclical: $5.41 Million
Energy: $4.85 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $179 Million
  • Prior Value $164 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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