Ivy Lane Capital Management, LLC Portfolio Holdings by Sector
Ivy Lane Capital Management, LLC
- $184 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
GOOG Z 2 stocks |
$46,941
25.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT DBX 2 stocks |
$38,952
21.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BLK 1 stocks |
$20,399
11.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$15,369
8.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
EBAY 1 stocks |
$14,248
7.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
BILL 1 stocks |
$13,553
7.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$11,402
6.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$10,826
5.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DGX 1 stocks |
$7,814
4.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KDP 1 stocks |
$4,978
2.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|