Ivy Lane Capital Management, LLC
Ivy Lane Capital Management, LLC is a boutique investment management firm managing a concentrated public equities portfolio, primarily for a single pooled investment vehicle. The firm appears to operate with a lean structure, focusing on high-conviction stock picks.
Investment Strategy
Concentrated value investing in publicly traded equities, with a portfolio heavily weighted toward major technology, communication, and consumer sector stocks.
Latest 13F Filing Activity
Ivy Lane Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 13 equity positions with a total 13F market value of $182M. The fund increased holdings in Microsoft Corp., Exxon Mobil Corp., Intel Corp. among other positions. Ivy Lane Capital Management, LLC reduced exposure to Block Inc., Workiva Inc., Appian Corp. among others.
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 23.57% | $42.8M | 86,000 | $222.42 | $497.41 | +$10.5M |
G GOOG | ALPHABET INC | 18.96% | $34.4M | 194,000 | $87.59 | $177.39 | +$4.1M |
T T | AT&T INC | 10.76% | $19.5M | 675,000 | $16.95 | $28.94 | +$445.5K |
U UNP | UNION PAC CORP | 6.34% | $11.5M | 50,000 | $201.26 | $230.08 | -$308.0K |
Z Z | ZILLOW GROUP INC | 5.25% | $9.5M | 136,000 | $42.10 | $70.05 | +$202.6K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Winter Park, FL , United States |