Ivy Lane Capital Management, Llc Buys Take-Two Interactive Software Inc, Sells Visa Inc

Investment company Ivy Lane Capital Management, Llc (Current Portfolio) buys Take-Two Interactive Software Inc, sells Visa Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Ivy Lane Capital Management, Llc. As of 2021Q3, Ivy Lane Capital Management, Llc owns 9 stocks with a total value of $143 million. These are the details of the buys and sells.
  • New Purchases: TTWO,
  • Added Positions: SATS,
  • Reduced Positions: EBAY,
  • Sold Out: V,

For the details of IVY LANE CAPITAL MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ivy+lane+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of IVY LANE CAPITAL MANAGEMENT, LLC
  1. Alphabet Inc (GOOG) - 9,700 shares, 18.05% of the total portfolio.
  2. Microsoft Corp (MSFT) - 86,000 shares, 16.93% of the total portfolio.
  3. Avalara Inc (AVLR) - 121,000 shares, 14.77% of the total portfolio.
  4. Twitter Inc (TWTR) - 315,000 shares, 13.28% of the total portfolio.
  5. BlackRock Inc (BLK) - 21,500 shares, 12.59% of the total portfolio.
New Purchase: Take-Two Interactive Software Inc (TTWO)

Ivy Lane Capital Management, Llc initiated holding in Take-Two Interactive Software Inc. The purchase prices were between $145.25 and $178.97, with an estimated average price of $162.18. The stock is now traded at around $177.900000. The impact to a portfolio due to this purchase was 3.6%. The holding were 33,500 shares as of 2021-09-30.

Sold Out: Visa Inc (V)

Ivy Lane Capital Management, Llc sold out a holding in Visa Inc. The sale prices were between $220.05 and $250.93, with an estimated average price of $234.41.



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