$104 Million is the total value of IVY LANE CAPITAL MANAGEMENT, LLC's 8 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | New | MICROSOFT CORP | $19,128,000 | – | 86,000 | +100.0% | 18.30% | – |
| TWTR | New | TWITTER INC | $17,057,000 | – | 315,000 | +100.0% | 16.32% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $16,993,000 | – | 9,700 | +100.0% | 16.26% | – |
| BLK | New | BLACKROCK INC | $15,513,000 | – | 21,500 | +100.0% | 14.84% | – |
| AVLR | New | AVALARA INC | $14,791,000 | – | 89,700 | +100.0% | 14.15% | – |
| V | New | VISA INC | $9,624,000 | – | 44,000 | +100.0% | 9.21% | – |
| SCHW | New | SCHWAB CHARLES CORP | $8,433,000 | – | 159,000 | +100.0% | 8.07% | – |
| WFC | New | WELLS FARGO & CO NEW | $2,958,000 | – | 98,000 | +100.0% | 2.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 12 | Q3 2023 | 21.6% |
| ALPHABET INC | 12 | Q3 2023 | 21.0% |
| BLACKROCK INC | 12 | Q3 2023 | 14.8% |
| SCHWAB CHARLES CORP | 9 | Q4 2022 | 16.9% |
| AVALARA INC | 8 | Q3 2022 | 14.8% |
| TWITTER INC | 6 | Q1 2022 | 17.3% |
| ECHOSTAR CORP | 6 | Q3 2022 | 4.2% |
| BLACKLINE INC | 5 | Q2 2023 | 10.7% |
| EBAY INC | 5 | Q3 2023 | 9.5% |
| ZILLOW GROUP INC | 4 | Q3 2023 | 8.3% |
View IVY LANE CAPITAL MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR/A | 2023-02-14 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View IVY LANE CAPITAL MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.