1y return+15.5%S&P 500 +20.9%
3y return+67.5%S&P 500 +68.5%
5y return+37.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $170 against $200 in the S&P 500.2
Ivy Lane Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGAlphabet Inc | $30.0M | 43.5% | −7.6% |
| Blackrock IncCUSIP 09247X101 | $9.6M | 13.9% | −9.1% |
| UNPUnion Pac Corp | $7.3M | 10.6% | +8.0% |
| DGXQuest Diagnostics Inc | $6.4M | 9.2% | +3.4% |
| CSGPCostar Group Inc | $3.0M | 4.3% | +78.0% |
| RDDTReddit Inc | $3.0M | 4.3% | New |
| EBAYEbay Inc | $2.6M | 3.7% | New |
| BRBroadridge Financial Services Inc | $2.2M | 3.2% | New |
| METAMeta Platforms Inc | $1.1M | 1.6% | New |
| ITGartner Inc | $1.0M | 1.5% | New |
| Exxon Mobil CorpCUSIP 30231G102 | $957K | 1.4% | New |
| ZZillow Group Inc | $946K | 1.4% | New |
| FNMAFannie Mae | $508K | 0.7% | +56.0% |
| CHTRCharter Communications Inc | $427K | 0.6% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $30.0M |
| DGXQuest Diagnostics Inc | March 31, 2024 | +59.2% | $6.4M |
| UNPUnion Pac Corp | March 31, 2023 | +35.1% | $7.3M |
| Blackrock IncCUSIP 09247X101 | December 31, 2020 | +33.3% | $9.6M |
| FNMAFannie Mae | March 31, 2026 | −10.3% | $508K |
| CSGPCostar Group Inc | March 31, 2026 | −29.8% | $3.0M |
Sold off last quarter
- TAt&t Inc was $8.1M
- MSFTMicrosoft Corp was $3.7M
- CPNGCoupang Inc was $1.5M
- ALKTAlkami Technology Inc was $784K
- OSCROscar Health, Inc was $574K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.7% | +14.8% |
| March 31, 2026 | −7.3% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +13.1% | +7.8% |
| June 30, 2025 | +12.0% | +10.5% |
| March 31, 2025 | −6.9% | −4.6% |
| December 31, 2024 | +5.8% | +2.1% |
| September 30, 2024 | +2.4% | +5.4% |
| June 30, 2024 | +7.3% | +4.0% |
| March 31, 2024 | +2.8% | +10.0% |
| December 31, 2023 | +17.9% | +11.2% |
| September 30, 2023 | −1.3% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +6.1% | +7.0% |
| December 31, 2022 | +5.7% | +7.1% |
| September 30, 2022 | −2.4% | −5.3% |
| June 30, 2022 | −22.0% | −16.5% |
| March 31, 2022 | −10.0% | −4.9% |
| December 31, 2021 | −0.1% | +10.7% |
| September 30, 2021 | +0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ivy Lane Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1839851&type=13F-HR&dateb=&owner=include&count=40CIK 1839851
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1839851/000183985126000003/Filed August 14, 2026 · accession 0001839851-26-000003