IVY LANE CAPITAL MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1839851 · latest 13F-HR filed 2026-08-14

IVY LANE CAPITAL MANAGEMENT, LLC manages $69.0M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (43.50%), BLK (13.93%), UNP (10.64%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 5, added to 5, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
231 W. KINGS WAY
STE. 200
WINTER PARK, FL 32789
Phone
(305) 791-3130
Filing Manager
IVY LANE CAPITAL MANAGEMENT, LLC
WINTER PARK, FL
Signatory
Robert Waldemar Koehn
Managing Member
Loading holdings…
AUM

$69.0M

Long-equity book

Holdings

14

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+8 / −5 / ↑5 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$3.6M +13.8%
  • UNION PAC CORP$1.3M +21.1%
  • QUEST DIAGNOSTICS INC$675.1K +11.9%
  • COSTAR GROUP INC$593.5K +24.9%
  • FANNIE MAE$144.8K +39.9%
Show all 5 →

Top Trims

  • BLACKROCK INC-$963.2K -9.1%
Show all 1 →

New Positions

  • REDDIT INC$3.0M
  • EBAY INC$2.6M
  • BROADRIDGE FINANCIAL SERVICES INC$2.2M
  • META PLATFORMS INC$1.1M
  • GARTNER INC$1.0M
Show all 8 →

Exited Positions

  • AT&T INC$8.1M
  • MICROSOFT CORP$3.7M
  • COUPANG INC$1.5M
  • ALKAMI TECHNOLOGY INC$783.5K
  • OSCAR HEALTH, INC$573.5K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOG 02079K107 $30.0M 43.50% 85,000 SH
2 BLACKROCK INC BLK 09247X101 $9.6M 13.93% 10,000 SH
3 UNION PAC CORP UNP 907818108 $7.3M 10.64% 27,000 SH
4 QUEST DIAGNOSTICS INC DGX 74834L100 $6.4M 9.21% 30,000 SH
5 COSTAR GROUP INC CSGP 22160N109 $3.0M 4.31% 105,000 SH
6 REDDIT INC RDDT 75734B100 $3.0M 4.27% 17,000 SH
7 EBAY INC EBAY 278642103 $2.6M 3.72% 23,000 SH
8 BROADRIDGE FINANCIAL SERVICES INC BR 11133T103 $2.2M 3.17% 16,000 SH
9 META PLATFORMS INC META 30303M102 $1.1M 1.63% 2,000 SH
10 GARTNER INC IT 366651107 $1.0M 1.50% 8,000 SH
11 EXXON MOBIL CORP XOM 30231G102 $957.0K 1.39% 7,000 SH
12 ZILLOW GROUP INC Z 98954M200 $945.6K 1.37% 30,000 SH
13 FANNIE MAE AGM 313586109 $507.8K 0.74% 78,000 SH
14 CHARTER COMMUNICATIONS INC CHTR 16119P108 $426.6K 0.62% 3,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $69.0M 14 0001839851-26-000003
2026-03-31 2026-05-12 $66.1M 11 0001839851-26-000002
2025-12-31 2026-02-17 $79.1M 10 0001839851-26-000001
2025-09-30 2025-11-12 $89.4M 10 0001839851-25-000006