Skip to main content

Ithaka Group LLC

SEC CIK
0001484043
Latest filing
Aug 11, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
39
+6 vs. Q1 2023
Portfolio value
$479.0M
+$4.25M (+0.9%) vs. Q1 2023
Filed
Aug 11, 2023
SEC
Holdings of Ithaka Group LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock115,020$39.2M8.2%−16,963−12.9%ReducedHistory
NVDANVIDIA CorpStock87,680$37.1M7.7%−50,713−36.6%ReducedHistory
NOWServiceNow, Inc.Stock55,998$31.5M6.6%−7,784−12.2%ReducedHistory
MAMastercard IncStock79,295$31.2M6.5%−11,920−13.1%ReducedHistory
AMZNAmazon Com IncStock232,103$30.3M6.3%−28,657−11.0%ReducedHistory
AAPLApple Inc.Stock143,130$27.8M5.8%−22,017−13.3%ReducedHistory
VVisa Inc.Stock86,149$20.5M4.3%−12,192−12.4%ReducedHistory
CRMSalesforce, Inc.Stock89,685$18.9M4.0%−9,338−9.4%ReducedHistory
ADBEAdobe Inc.Stock36,576$17.9M3.7%−5,660−13.4%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW51,979$17.8M3.7%−8,039−13.4%ReducedHistory
CMGChipotle Mexican Grill IncCOM7,528$16.1M3.4%−1,157−13.3%ReducedHistory
ASMLASML Holding NVADR20,814$15.1M3.1%−3,450−14.2%ReducedHistory
DXCMDexcom IncCOM117,130$15.1M3.1%−20,660−15.0%ReducedHistory
VEEVVeeva Systems IncStock71,464$14.1M3.0%−11,095−13.4%ReducedHistory
LULUlululemon athletica inc.Stock30,910$11.7M2.4%−4,775−13.4%ReducedHistory
NFLXNetflix IncStock26,460$11.7M2.4%−5,413−17.0%ReducedHistory
AMDAdvanced Micro Devices IncStock98,956$11.3M2.4%−15,232−13.3%ReducedHistory
TSCOTractor Supply CoCOM50,922$11.3M2.4%−7,973−13.5%ReducedHistory
PODDInsulet CorpStock35,880$10.3M2.2%−5,638−13.6%ReducedHistory
BXBlackstone Inc.COM110,000$10.2M2.1%−17,183−13.5%ReducedHistory
EWEdwards Lifesciences CorpStock107,349$10.1M2.1%−16,563−13.4%ReducedHistory
PANWPalo Alto Networks IncStock39,256$10.0M2.1%+12,221+45.2%AddedHistory
MELIMercadolibre IncCOM8,310$9.84M2.1%−1,508−15.4%ReducedHistory
ALGNAlign Technology IncCOM24,796$8.77M1.8%−4,151−14.3%ReducedHistory
INTUIntuit Inc.Stock18,855$8.64M1.8%+2,468+15.1%AddedHistory
MRVLMarvell Technology, Inc.COM127,060$7.60M1.6%−19,622−13.4%ReducedHistory
TTDTrade Desk, Inc.Stock81,910$6.33M1.3%+81,910NewHistory
XYZBlock, Inc.CL A83,441$5.55M1.2%−12,949−13.4%ReducedHistory
CDNSCadence Design Systems IncStock19,852$4.66M1.0%+19,852NewHistory
SNOWSnowflake Inc.Stock24,893$4.38M0.9%−4,051−14.0%ReducedHistory
JCIJohnson Controls International plcStock36,498$2.49M0.5%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT1,550$300.6K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock894$256.6K0.1%+894NewHistory
LLYEli Lilly & CoStock500$234.5K<0.1%+500NewHistory
PGProcter & Gamble CoStock1,500$227.6K<0.1%00.0%UnchangedHistory
Constellation Software Inc21037X100COM101$209.4K<0.1%+101New–
De Sammensluttede Vognmaend AFK31864117COM989$207.7K<0.1%+989New–
Straumann Holding AGH8300N127Common Stock1,240$201.0K<0.1%+1,240New–
Hexagon ABW40063104Common Stock10,336$127.2K<0.1%00.0%Unchanged–

Sold out since Q1 2023 (1)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Ithaka Group LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
PYPLPayPal Holdings, Inc.Stock77,468$5.88M1.2%History