34 is the total number of securities IVY LANE CAPITAL MANAGEMENT, LLC has owned. The longest IVY LANE CAPITAL MANAGEMENT, LLC has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MSFT | MICROSOFT CORP | 12 | 12 | 16.48% | 19.33% | 21.60% | Q4 2020 | Q3 2023 | 12 |
| GOOG | ALPHABET INC | 12 | 12 | 15.52% | 18.07% | 21.02% | Q4 2020 | Q3 2023 | 12 |
| BLK | BLACKROCK INC | 12 | 12 | 9.62% | 12.44% | 14.84% | Q4 2020 | Q3 2023 | 12 |
| SCHW | SCHWAB CHARLES CORP | 9 | 9 | 8.07% | 11.14% | 16.89% | Q4 2020 | Q4 2022 | 9 |
| AVLR | AVALARA INC | 8 | 8 | 4.48% | 11.06% | 14.77% | Q4 2020 | Q3 2022 | 8 |
| TWTR | TWITTER INC | 6 | 6 | 9.58% | 13.71% | 17.25% | Q4 2020 | Q1 2022 | 6 |
| SATS | ECHOSTAR CORP | 6 | 6 | 1.69% | 3.08% | 4.23% | Q2 2021 | Q3 2022 | 6 |
| BL | BLACKLINE INC | 5 | 5 | 4.64% | 8.76% | 10.67% | Q2 2022 | Q2 2023 | 5 |
| EBAY | EBAY INC | 3 | 2 | 2.80% | 6.78% | 9.48% | Q1 2021 | Q3 2023 | 5 |
| Z | ZILLOW GROUP INC | 4 | 4 | 5.81% | 7.60% | 8.33% | Q4 2022 | Q3 2023 | 4 |
| KDP | KEURIG DR PEPPER INC | 2 | 2 | 3.00% | 5.56% | 9.96% | Q3 2022 | Q3 2023 | 4 |
| UNP | UNION PACIFIC CORP | 3 | 3 | 7.55% | 7.89% | 8.49% | Q1 2023 | Q3 2023 | 3 |
| EA | ELECTRONIC ARTS INC | 3 | 3 | 6.67% | 6.89% | 7.22% | Q1 2023 | Q3 2023 | 3 |
| V | VISA INC | 3 | 3 | 2.48% | 5.42% | 9.21% | Q4 2020 | Q2 2021 | 3 |
| ESTC | ELASTIC N V | 2 | 2 | 5.77% | 6.84% | 7.90% | Q2 2023 | Q3 2023 | 2 |
| SMAR | SMARTSHEET INC | 1 | 1 | 4.85% | 5.78% | 6.71% | Q2 2022 | Q4 2022 | 2 |
| TTWO | TAKE-TWO INTERACTIVE S... | 2 | 2 | 3.60% | 5.05% | 6.50% | Q3 2021 | Q4 2021 | 2 |
| ATVI | ACTIVISION BLIZZARD INC | 2 | 2 | 4.28% | 4.31% | 4.35% | Q1 2022 | Q2 2022 | 2 |
| GHC | GRAHAM HLDGS CO | 2 | 2 | 3.37% | 4.06% | 4.75% | Q2 2023 | Q3 2023 | 2 |
| INGR | INGREDION INC | 1 | 1 | 3.68% | 3.95% | 4.22% | Q4 2021 | Q3 2023 | 2 |
| GITLAB INC | 2 | 2 | 2.91% | 3.08% | 3.24% | Q2 2023 | Q3 2023 | 2 | |
| SQSP | SQUARESPACE INC | 1 | 1 | 8.71% | 8.71% | 8.71% | Q1 2023 | Q1 2023 | 1 |
| LYFT | LYFT INC | 1 | 1 | 7.45% | 7.45% | 7.45% | Q1 2022 | Q1 2022 | 1 |
| CABO | CABLE ONE INC | 1 | 1 | 6.35% | 6.35% | 6.35% | Q4 2022 | Q4 2022 | 1 |
| PLTR | PALANTIR TECHNOLOGIES INC | 1 | 1 | 4.36% | 4.36% | 4.36% | Q3 2022 | Q3 2022 | 1 |
| BAC | BK OF AMERICA CORP | 1 | 1 | 4.28% | 4.28% | 4.28% | Q2 2022 | Q2 2022 | 1 |
| XM | QUALTRICS INTERNATIONA... | 1 | 1 | 4.26% | 4.26% | 4.26% | Q4 2022 | Q4 2022 | 1 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 4.22% | 4.22% | 4.22% | Q1 2023 | Q1 2023 | 1 |
| MDB | MONGODB INC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q3 2022 | Q3 2022 | 1 |
| SEE | SEALED AIR CORP | 1 | 1 | 3.06% | 3.06% | 3.06% | Q1 2023 | Q1 2023 | 1 |
| LBTYK | LIBERTY GLOBAL PLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q2 2023 | Q2 2023 | 1 |
| WFC | WELLS FARGO & CO NEW | 1 | 1 | 2.83% | 2.83% | 2.83% | Q4 2020 | Q4 2020 | 1 |
| SQ | BLOCK INC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q2 2023 | Q2 2023 | 1 |
| APPN | APPIAN CORP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including MICROSOFT CORP, ALPHABET INC, and BLACKROCK INC, are the highest-conviction holdings of IVY LANE CAPITAL MANAGEMENT, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by IVY LANE CAPITAL MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that IVY LANE CAPITAL MANAGEMENT, LLC owns currently or has owned in the past.