IVY LANE CAPITAL MANAGEMENT, LLC

CIK

1839851

Location

WINTER PARK, FL

Portfolio Value

Micro $29,178,280

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,071 / 8,232 ▼ 38

Top Industry

Telecom Services 27.8%

3Y Alpha vs SPY

-5.5%

Period ended 2 months ago

Filed May 12, 2026 · 33d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.4%

SPY

+76.3%

Annualised alpha

-5.5%

Max drawdown

−14.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.8%

+2.7 pts

Top 5

88.9%

+3.4 pts

Top 10

100.0%

0.0 pts

HHI

1,852

Moderately concentrated+111

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	27.8%	$8,117,200	1
Healthcare	21.4%	$6,256,920	2
Industrials	20.8%	$6,065,500	1
Technology	15.4%	$4,485,200	2
Real Estate	8.2%	$2,380,060	1
Consumer Cyclical	5.2%	$1,510,400	1
Financial Services	1.2%	$363,000	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
UNP	Union Pacific Corp	+5,000	25,000	$6,065,500
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−95,000	280,000	$8,117,200
MSFT	Microsoft Corp	−10,000	10,000	$3,701,700
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
CSGP	Costar Group, Inc.	59,000	$2,380,060
CPNG	Coupang, Inc.	80,000	$1,510,400
ALKT	Alkami Technology, Inc.	50,000	$783,500
OSCR	Oscar Health, Inc.	50,000	$573,500
FNMA	Federal National Mortgage Association Fannie Mae	50,000	$363,000
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
SNAP	Snap Inc	525,000	$4,236,750
EBAY	Ebay Inc	35,000	$3,048,500
GTLB	Gitlab Inc.	37,000	$1,388,610
LW	Lamb Weston Holdings, Inc.	27,000	$1,131,030
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $29,178,280 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
T	At&T Inc. Communication Services	Reduced	280,000	-95,000	$8,117,200	−12.9%	27.82%
UNP	Union Pacific Corp Industrials	Added	25,000	+5,000	$6,065,500	+31.1%	20.79%
DGX	Quest Diagnostics Inc Healthcare	Held	29,000	0	$5,683,420	+12.9%	19.48%
MSFT	Microsoft Corp Technology	Reduced	10,000	-10,000	$3,701,700	−61.7%	12.69%
CSGP	Costar Group, Inc. Real Estate	NEW	59,000	NEW	$2,380,060	NEW	8.16%
CPNG	Coupang, Inc. Consumer Cyclical	NEW	80,000	NEW	$1,510,400	NEW	5.18%
ALKT	Alkami Technology, Inc. Technology	NEW	50,000	NEW	$783,500	NEW	2.69%
OSCR	Oscar Health, Inc. Healthcare	NEW	50,000	NEW	$573,500	NEW	1.97%
FNMA	Federal National Mortgage Association Fannie Mae Financial Services	NEW	50,000	NEW	$363,000	NEW	1.24%