IVY LANE CAPITAL MANAGEMENT, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 90.9%; sector active share 58.5% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 59.7% | $35,482,720 |
| Industrials | 12.4% | $7,344,000 |
| Healthcare | 10.7% | $6,358,500 |
| Technology | 5.4% | $3,228,160 |
| Real Estate | 5.0% | $2,973,600 |
| Consumer Cyclical | 4.3% | $2,570,250 |
| Energy | 1.6% | $957,040 |
| Financial Services | 0.9% | $507,780 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSGP | Costar Group, Inc. | +46,000 | 105,000 | $2,973,600 | |
| FNMA | Federal National Mortgage Association Fannie Mae | +28,000 | 78,000 | $507,780 | |
| UNP | Union Pacific Corp | +2,000 | 27,000 | $7,344,000 | |
| DGX | Quest Diagnostics Inc | +1,000 | 30,000 | $6,358,500 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOG | Alphabet Inc. | −7,000 | 85,000 | $30,033,050 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RDDT | Reddit, Inc. | 17,000 | $2,950,860 | |
| EBAY | Ebay Inc | 23,000 | $2,570,250 | |
| BR | Broadridge Financial Solutions, Inc. | 16,000 | $2,191,200 | |
| META | Meta Platforms, Inc. | 2,000 | $1,126,580 | |
| IT | Gartner Inc | 8,000 | $1,036,960 | |
| XOM | ExxonMobil Holdings Corp | 7,000 | $957,040 | |
| Z | Zillow Group, Inc. | 30,000 | $945,600 | |
| CHTR | Charter Communications, Inc. | 3,000 | $426,630 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 85,000 | $30,033,050 | 50.54% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 27,000 | $7,344,000 | 12.36% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Added | 30,000 | $6,358,500 | 10.70% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
Added | 105,000 | $2,973,600 | 5.00% | |
| RDDT |
Reddit, Inc.
Communication Services
|
NEW | 17,000 | $2,950,860 | 4.97% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
NEW | 23,000 | $2,570,250 | 4.33% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
NEW | 16,000 | $2,191,200 | 3.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 2,000 | $1,126,580 | 1.90% | |
| IT |
Gartner Inc
Technology
|
NEW | 8,000 | $1,036,960 | 1.75% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 7,000 | $957,040 | 1.61% | |
| Z |
Zillow Group, Inc.
Communication Services
|
NEW | 30,000 | $945,600 | 1.59% | |
| FNMA |
Federal National Mortgage Association Fannie Mae
Financial Services
|
Added | 78,000 | $507,780 | 0.85% | |
| CHTR |
Charter Communications, Inc.
Communication Services
|
NEW | 3,000 | $426,630 | 0.72% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.