Ivy Lane Capital Management, LLC - Q12026 Holdings

Ivy Lane Capital Management, LLC holds 11 stocks with a total portfolio value of $ 66.15M as of Q12026. In Q12026, Ivy Lane Capital Management, LLC added 5 new positions, increased stakes in 1 stock, reduced 2 holdings, and fully exited 4 positions. The largest holding is Alphabet Inc (GOOG), representing 39.90% of the total portfolio.