IVY LANE CAPITAL MANAGEMENT, LLC quarter change: USA Stocks, Sold out
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).
- T: Country of operation United States; Class COM; Shares 2026-03-31 280,000; Shares 2026-06-30 0.
- MSFT: Country of operation United States; Class COM; Shares 2026-03-31 10,000; Shares 2026-06-30 0.
- CPNG: Country of operation United States; Class CL A; Shares 2026-03-31 80,000; Shares 2026-06-30 0.
- ALKT: Country of operation United States; Class COM; Shares 2026-03-31 50,000; Shares 2026-06-30 0.
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.
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