Portfolio (Quarterly)
Guide ↗
IVY LANE CAPITAL MANAGEMENT, LLC
· CIK 0001839851| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SNAP | SNAP INC | Communication Services | 525,000 | $4.2M | 5.36% | SOLD |
| 2 | EBAY | EBAY INC | Consumer Cyclical | 35,000 | $3.0M | 3.85% | SOLD |
| 3 | GTLB | GITLAB INC | Technology | 37,000 | $1.4M | 1.76% | SOLD |
| 4 | LW | LAMB WESTON HOLDINGS INC | Consumer Defensive | 27,000 | $1.1M | 1.43% | SOLD |
Sector Allocation
Communication Services
62.5%
Healthcare
11.3%
Industrials
11.0%
Technology
8.1%
Real Estate
4.3%
Consumer Cyclical
2.7%