Robert Waldemar Koehn

Ivy Lane Capital Management, Llc

Assets Managed

$66.148M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 12d ago

Growth Rate

-16.36%(2Q avg: -13.95%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ivy Lane Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Ivy Lane Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 66.148M in assets, with a quarterly growth rate of -16.36% and a 2-quarter average growth rate of -13.95%. The portfolio is managed by Robert Waldemar Koehn, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
GOOG Alphabet Inc-cl C Recent Activity	39.9%	$26.391M 92,000 shares@ $286.86 avg price
BLK Blackrock Inc. Recent Activity	16%	$10.579M 11,000 shares@ $961.71 avg price
T At&t Inc Recent Activity Decreased -25.33%	12.28%	$8.117M 280,000 shares@ $28.99 avg price	Decreased -25.33%
UNP Union Pacific Corp Recent Activity Increased 25%	9.17%	$6.066M 25,000 shares@ $242.62 avg price	Increased 25%
DGX Quest Diagnostics Inc Recent Activity	8.6%	$5.683M 29,000 shares@ $195.98 avg price
MSFT Microsoft Corp Recent Activity Decreased -50%	5.6%	$3.702M 10,000 shares@ $370.17 avg price	Decreased -50%
CSGP Costar Group Inc Recent Activity New Position	3.6%	$2.38M 59,000 shares@ $40.34 avg price	New Position
CPNG Coupang Inc Recent Activity New Position	2.29%	$1.51M 80,000 shares@ $18.88 avg price	New Position
ALKT Alkami Technology Inc Recent Activity New Position	1.19%	$783,500 50,000 shares@ $15.67 avg price	New Position
OSCR Oscar Health Inc - Class A Recent Activity New Position	0.87%	$573,500 50,000 shares@ $11.47 avg price	New Position

1-10 of 11