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IVY LANE CAPITAL MANAGEMENT, LLC Last Quarter Change: USA Stocks, New

IVY LANE CAPITAL MANAGEMENT, LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, IVY LANE CAPITAL MANAGEMENT, LLC opened 8 positions, added to 3, reduced 1, sold out of 5 and left 0 unchanged. The largest increase in value was GOOG (+$3,641,930); the largest decrease was T (-$8,117,200).

  • RDDT: Country of operation United States; Class CL A; Shares 2026-03-31 0; Shares 2026-06-30 17,000.
  • EBAY: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 23,000.
  • BR: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 16,000.
  • META: Country of operation United States; Class CL A; Shares 2026-03-31 0; Shares 2026-06-30 2,000.

Two Form 13F-HR filings compared (SEC CIK 1839851): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
RDDT
REDDIT INC
United StatesCL A017,000+17,000$0$2,950,860+$2,950,860
EBAY
EBAY INC
United StatesCOM023,000+23,000$0$2,570,250+$2,570,250
BR
BROADRIDGE FINANCIAL SERVICES INC
United StatesCOM016,000+16,000$0$2,191,200+$2,191,200
META
META PLATFORMS INC
United StatesCL A02,000+2,000$0$1,126,580+$1,126,580
IT
GARTNER INC
United StatesCOM08,000+8,000$0$1,036,960+$1,036,960
XOMXXXX
EXXON MOBIL CORP
COM07,000+7,000$0$957,040+$957,040
Z
ZILLOW GROUP INC
United StatesCL C CAP STK030,000+30,000$0$945,600+$945,600
CHTR
CHARTER COMMUNICATIONS INC
United StatesCL A03,000+3,000$0$426,630+$426,630

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