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IVY LANE CAPITAL MANAGEMENT, LLC

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13F filer, CIK 1839851, WINTER PARK, FL

IVY LANE CAPITAL MANAGEMENT, LLC reported $79,094,400 across 10 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001839851-26-000001

Period
2025-12-31
Reported value
$79.1M
Holdings
10
Top 10 weight
100%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNAPnew+525,000$4.24M
EBAYnew+35,000$3.05M
GTLBnew+37,000$1.39M
LWnew+27,000$1.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BILLexited-120,000-$6.36M
MSFTreduced-10,000-$4.84M
Zexited-52,000-$4.01M
GOOGreduced-8,000-$2.51M
VERXexited-94,000-$2.33M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001839851-26-000001, largest first. % of portfolio is the value over $79,094,400, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,000 shares; 2024Q4: 194,000 shares; 2025Q1: 194,000 shares; 2025Q2: 194,000 shares; 2025Q3: 100,000 shares; 2025Q4: 92,000 shares 92,000$28.9M36.5%-8,000Timeline
BLACKROCK INCBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,900 shares; 2024Q4: 19,900 shares; 2025Q1: 19,900 shares; 2025Q2: 19,900 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000$11.8M14.89%0
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,000 shares; 2024Q4: 86,000 shares; 2025Q1: 86,000 shares; 2025Q2: 86,000 shares; 2025Q3: 30,000 shares; 2025Q4: 20,000 shares 20,000$9.67M12.23%-10,000Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,000 shares; 2024Q4: 675,000 shares; 2025Q1: 675,000 shares; 2025Q2: 675,000 shares; 2025Q3: 375,000 shares; 2025Q4: 375,000 shares 375,000$9.31M11.78%0Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,000 shares; 2024Q4: 57,000 shares; 2025Q1: 57,000 shares; 2025Q2: 50,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares 29,000$5.03M6.36%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 24,000 shares; 2025Q4: 20,000 shares 20,000$4.63M5.85%-4,000Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 525,000 shares 525,000$4.24M5.36%newTimeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,000 shares; 2024Q4: 230,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,000 shares 35,000$3.05M3.85%newTimeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,000 shares 37,000$1.39M1.76%newTimeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,000 shares 27,000$1.13M1.43%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BILLBILL HOLDINGS INC120,000$6.36Mshares
ZZILLOW GROUP INC52,000$4.01Mshares
VERXVERTEX INC94,000$2.33Mshares
PYPLPAYPAL HLDGS INC33,000$2.21Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001839851-26-000001 base2026-02-17acceptance time not in the bulk data set