13F Filings History of IVY LANE CAPITAL MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$79,094,400
Signature - Title
Robert Waldemar Koehn - Managing Member
Location
Winter Park, FL
Summary
This page shows a list of all the recent 13F filings made by IVY LANE CAPITAL MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IVY LANE CAPITAL MANAGEMENT, LLC reported 10 stock holdings with total value $79,094,400 as of Q4 2025. Top holdings included GOOG, BLK, MSFT, T, and DGX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 10 $79,094,400 +$9,804,890 -$23,178,120 -$13,373,230 GOOG, BLK, MSFT, T, DGX 13F-HR 17 Feb 2026, 07:48
Q3 2025 10 $89,414,010 +$4,543,240 -$115,971,203 -$111,427,963 GOOG, MSFT, BLK, T, BILL 13F-HR 12 Nov 2025, 11:33
Q2 2025 14 $181,518,075 +$12,629,000 -$15,908,690 -$3,279,690 MSFT, GOOG, BLACKROCK INC, T, UNP 13F-HR 14 Aug 2025, 12:49
Q1 2025 14 $165,943,252 +$27,372,740 -$32,756,900 -$5,384,160 MSFT, GOOG, T, BLACKROCK INC, UNP 13F-HR 07 May 2025, 12:04
Q4 2024 12 $185,272,069 $0 -$1,918,640 -$1,918,640 GOOG, MSFT, BLK, T, EBAY 13F-HR 12 Feb 2025, 11:01
Q3 2024 12 $177,010,479 +$15,857,360 -$18,825,870 -$2,968,510 MSFT, GOOG, BLK, EBAY, T 13F-HR 07 Nov 2024, 13:33
Q2 2024 12 $172,143,348 +$6,547,280 -$7,889,900 -$1,342,620 MSFT, GOOG, BLK, ESTC, T 13F-HR 14 Aug 2024, 10:02
Q1 2024 12 $163,480,070 +$27,135,540 -$24,274,528 +$2,861,012 MSFT, GOOG, BLK, ESTC, UNP 13F-HR 13 May 2024, 08:36
Q4 2023 12 $157,180,488 +$11,145,080 -$11,200,880 -$55,800 MSFT, GOOG, BLK, ESTC, Z 13F-HR 05 Feb 2024, 12:37
Q3 2023 12 $133,663,421 +$12,771,500 -$13,801,120 -$1,029,620 MSFT, GOOG, BLK, Z, ESTC 13F-HR 13 Nov 2023, 11:09
Q2 2023 14 $135,560,536 +$32,157,870 -$23,074,916 +$9,082,954 MSFT, GOOG, BLK, Z, UNP 13F-HR 10 Aug 2023, 09:20
Q1 2023 11 $118,490,514 +$41,433,274 -$42,756,954 -$1,323,680 MSFT, GOOG, BLK, BL, SQSP 13F-HR 15 May 2023, 11:00
Q4 2022 10 $110,923,324 +$25,651,354 -$23,824,054 +$1,827,300 MSFT, SCHW, GOOG, BLK, BL Restatement 14 Feb 2023, 10:40
Q3 2022 10 $102,515,000 +$38,802,517 -$21,463,667 +$17,338,850 MSFT, GOOG, SCHW, BLK, BL 13F-HR 14 Nov 2022, 09:55
Q2 2022 10 $105,579,000 +$22,540,535 -$24,229,767 -$1,689,232 MSFT, GOOG, SCHW, BLK, AVLR 13F-HR 09 Aug 2022, 11:24
Q1 2022 9 $128,884,000 +$17,479,069 -$18,364,382 -$885,313 GOOG, MSFT, BLK, TWTR, SCHW 13F-HR 16 May 2022, 10:24
Q4 2021 9 $142,108,000 +$11,021,352 -$12,541,000 -$1,519,648 MSFT, GOOG, BLK, AVLR, SCHW 13F-HR 14 Feb 2022, 09:23
Q3 2021 9 $143,203,000 +$5,314,058 -$4,273,394 +$1,040,664 GOOG, MSFT, AVLR, TWTR, BLK Restatement 15 Nov 2021, 12:06
Q2 2021 9 $141,389,000 +$9,876,712 -$2,338,000 +$7,538,712 GOOG, MSFT, TWTR, AVLR, BLK Restatement 15 Nov 2021, 11:56
Q1 2021 8 $116,181,000 +$11,960,496 -$6,980,680 +$4,979,816 MSFT, GOOG, TWTR, BLK, AVLR Restatement 15 Nov 2021, 11:49
Q4 2020 8 $104,497,000 $0 $0 $0 MSFT, TWTR, GOOG, BLK, AVLR Restatement 15 Nov 2021, 11:37