IVY LANE CAPITAL MANAGEMENT, LLC - Q2 2021 holdings

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$141 Million is the total value of IVY LANE CAPITAL MANAGEMENT, LLC's 9 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 12.5% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
GOOG  ALPHABET INCcap stk cl c$24,311,000
+21.2%
9,7000.0%17.19%
-0.4%
MSFT  MICROSOFT CORP$23,297,000
+14.9%
86,0000.0%16.48%
-5.6%
TWTR  TWITTER INC$21,675,000
+8.1%
315,0000.0%15.33%
-11.1%
AVLR BuyAVALARA INC$19,578,000
+42.5%
121,000
+17.5%
13.85%
+17.1%
BLK  BLACKROCK INC$18,812,000
+16.1%
21,5000.0%13.30%
-4.6%
EBAY BuyEBAY INC$13,410,000
+36.0%
191,000
+18.6%
9.48%
+11.7%
SCHW  SCHWAB CHARLES CORP$11,941,000
+11.7%
164,0000.0%8.44%
-8.2%
SATS NewECHOSTAR CORPcl a$4,858,000–200,000
+100.0%
3.44%–
V SellVISA INC$3,507,000
-33.7%
15,000
-40.0%
2.48%
-45.6%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR/A filed 2021-11-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP12Q3 202321.6%
ALPHABET INC12Q3 202321.0%
BLACKROCK INC12Q3 202314.8%
SCHWAB CHARLES CORP9Q4 202216.9%
AVALARA INC8Q3 202214.8%
TWITTER INC6Q1 202217.3%
ECHOSTAR CORP6Q3 20224.2%
BLACKLINE INC5Q2 202310.7%
EBAY INC5Q3 20239.5%
ZILLOW GROUP INC4Q3 20238.3%

View IVY LANE CAPITAL MANAGEMENT, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-05
13F-HR2023-11-13
13F-HR2023-08-10
13F-HR2023-05-15
13F-HR/A2023-02-14
13F-HR2023-02-09
13F-HR2022-11-14
13F-HR2022-08-09
13F-HR2022-05-16
13F-HR2022-02-14

View IVY LANE CAPITAL MANAGEMENT, LLC's complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

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