StockDriftsStockDriftsTop 11 Ivy Lane Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 39.9% | 92.0K | $26.4M | +0.00%(+0) | $80.54(+393.15%) | 2026-03-31 | |
| BLK | BLACKROCK INC | 15.99% | 11.0K | $10.6M | +0.00%(+0) | $658.36(+67.69%) | 2026-03-31 | |
| T | AT&T INC | 12.27% | 280.0K | $8.1M | -25.33%(-95.00K) | $16.21(+52.11%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 9.17% | 25.0K | $6.1M | +25.00%(+5.00K) | $210.73(+27.82%) | 2026-03-31 | |
| DGX | QUEST DIAGNOSTICS INC | 8.59% | 29.0K | $5.7M | +0.00%(+0) | $137.29(+36.89%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.6% | 10.0K | $3.7M | -50.00%(-10.00K) | $216.38(+89.22%) | 2026-03-31 | |
| CSGP | COSTAR GROUP INC | 3.6% | 59.0K | $2.4M | new | $53.79(-40.79%) | 2026-03-31 | |
| CPNG | COUPANG INC | 2.28% | 80.0K | $1.5M | new | $21.23(-21.87%) | 2026-03-31 | |
| ALKT | ALKAMI TECHNOLOGY INC | 1.18% | 50.0K | $784K | new | $19.37(-14.20%) | 2026-03-31 | |
| OSCR | OSCAR HEALTH, INC | 0.87% | 50.0K | $574K | new | $14.44(+60.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.40% | +83.36% |
| Top 20 Holdings Unweighted | +22.49% | +83.77% |
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