Ivy Lane Capital Management, LLC Portfolio Holdings by Sector
Ivy Lane Capital Management, LLC
- $176 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
GOOG Z 2 stocks |
$41,051
23.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT DBX 2 stocks |
$40,179
22.84% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BLK 1 stocks |
$18,895
10.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
EBAY 1 stocks |
$14,975
8.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$14,850
8.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$12,312
7.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$10,615
6.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
BILL 1 stocks |
$8,441
4.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DGX 1 stocks |
$7,814
4.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KDP 1 stocks |
$6,819
3.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|