Ivy Lane Capital Management as of March 31, 2024
Portfolio Holdings for Ivy Lane Capital Management
Ivy Lane Capital Management holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 22.1 | $36M | 86k | 420.72 | |
| Alphabet Cap Stk Cl C (GOOG) | 18.1 | $30M | 194k | 152.26 | |
| BlackRock (BLK) | 10.1 | $17M | 20k | 833.70 | |
| Elastic N V Ord Shs (ESTC) | 7.7 | $13M | 125k | 100.24 | |
| Union Pacific Corporation (UNP) | 7.5 | $12M | 50k | 245.93 | |
| eBay (EBAY) | 7.4 | $12M | 230k | 52.78 | |
| At&t (T) | 7.3 | $12M | 675k | 17.60 | |
| Electronic Arts (EA) | 6.0 | $9.8M | 74k | 132.67 | |
| Zillow Group Cl C Cap Stk (Z) | 4.5 | $7.3M | 150k | 48.78 | |
| First Solar (FSLR) | 3.4 | $5.6M | 33k | 168.80 | |
| Quest Diagnostics Incorporated (DGX) | 3.3 | $5.3M | 40k | 133.11 | |
| Keurig Dr Pepper (KDP) | 2.6 | $4.3M | 140k | 30.67 |
