IVY LANE CAPITAL MANAGEMENT, LLC

CIK 0001839851 · Q2 2026

13F Equity AUM

$69.0M

+4.4% QoQ

Positions

+3 QoQ

AUM Rank

#10,787

Top 86%

Skill Alpha (FF)

-3.1%/yr^ns

No Clear Edge

Rank #6,910 · Top 83%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 81.6%Top 10: 95.9%Top 20: 100.0%

GOOG43.5%

BLKCHF13.9%

UNP10.6%

DGX9.2%

CSGP4.3%

RDDT4.3%

EBA3.7%

BR3.2%

META1.6%

IT1.5%

Others (4)4.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Communication Services51.4%

Financial Services14.7%

Industrials10.6%

Healthcare9.2%

Technology4.7%

Real Estate4.3%

Consumer Discretionary3.7%

Other1.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 14Median: 3.45%Avg: 7.14%

0–0.5%

0(0.0%)

0.5–1%

2(1.4%)

1–3%

4(5.9%)

3–5%

4(15.5%)

5%+

4(77.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 14vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New8Increased4Decreased2Exited5

New Positions

RDDT4.3%

+17K

EBA3.7%

+23K

BR3.2%

+16K

META1.6%

+2K

IT1.5%

+8K

XOM1.4%

+7K

Z1.4%

+30K

CHTR0.6%

+3K

Increased

CSGP4.3%

+46K(+78%)

FNMA0.7%

+28K(+56%)

UNP10.6%

+2K(+8%)

DGX9.2%

+1K(+3%)

Decreased

GOOG43.5%

-7,000(-8%)

BLKCHF13.9%

-1,000(-9%)

Exited

-280,000

-10,000

-80,000

-50,000

-50,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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