Ivy Lane Capital Management, LLC - Q42025 Holdings

Ivy Lane Capital Management, LLC holds 10 stocks with a total portfolio value of $ 79.09M as of Q42025. In Q42025, Ivy Lane Capital Management, LLC added 4 new positions, increased stakes in 0 stocks, reduced 3 holdings, and fully exited 4 positions. The largest holding is Alphabet Inc (GOOG), representing 36.50% of the total portfolio.