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CIK: 0001839851
Total reported value
$69.0M
$69.0M
12 檔
155.2%
At the close of Q1 2024, Ivy Lane Capital Management, LLC disclosed equity holdings valued at approximately $69.0M, spread across 12 reported holdings.
During Q1 2024, Ivy Lane Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 22.13% | -5.60% | EXIT | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 18.07% | +3.60% | — | |
| 3 | BLKCHF | Blackrock Inc | Stock-Other | 10.15% | -2.06% | — | |
| 4 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 7.66% | — | — | |
| 5 | UNP | Union Pacific CORP | Stock-Industrials | 7.52% | +1.47% | — | |
| 6 | EBAY | Ebay Inc | Stock-Consumer Disc | 7.43% | +3.72% | NEW | |
| 7 | T | At&t Inc | Stock-Comm Services | 7.27% | -12.27% | EXIT | |
| 8 | EA | Electronic Arts Inc | Stock-Comm Services | 6.01% | — | — | |
| 9 | Z | Zillow Group Inc - C | Stock-Comm Services | 4.48% | +1.37% | NEW | |
| 10 | FSLR | First Solar Inc | Stock-Tech | 3.41% | — | — | |
| 11 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 3.26% | +0.62% | — | |
| 12 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 2.63% | — | — |
According to official SEC Form 13F filings, Ivy Lane Capital Management, LLC reported a total U.S. public equity portfolio value of $69.0M across 12 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOG, BLKCHF) accounted for 155.2% of total reported equity market value during Q1 2024.
During Q1 2024, Ivy Lane Capital Management, LLC's top holdings by market value included MSFT (22.1%)、GOOG (18.1%)、BLKCHF (10.2%). The largest single position, MSFT, represented 22.1% of total portfolio value.
In Q1 2024, Ivy Lane Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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