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Ithaka Group LLC

SEC CIK
0001484043
Latest filing
Aug 11, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
35
−2 vs. Q4 2023
Portfolio value
$530.4M
+$24.5M (+4.8%) vs. Q4 2023
Filed
May 13, 2024
SEC
Holdings of Ithaka Group LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock245,115$44.2M8.3%−540.0%ReducedHistory
NVDANVIDIA CorpStock45,782$41.4M7.8%−28,989−38.8%ReducedHistory
MSFTMicrosoft CorpStock94,756$39.9M7.5%−6,529−6.4%ReducedHistory
NOWServiceNow, Inc.Stock49,234$37.5M7.1%−3,606−6.8%ReducedHistory
MAMastercard IncStock70,520$34.0M6.4%−4,539−6.0%ReducedHistory
CRMSalesforce, Inc.Stock78,964$23.8M4.5%−5,686−6.7%ReducedHistory
VVisa Inc.Stock77,244$21.6M4.1%−4,487−5.5%ReducedHistory
CMGChipotle Mexican Grill IncCOM6,709$19.5M3.7%−472−6.6%ReducedHistory
AAPLApple Inc.Stock113,435$19.5M3.7%−7,984−6.6%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW46,130$18.4M3.5%−3,130−6.4%ReducedHistory
ASMLASML Holding NVADR18,180$17.6M3.3%−1,156−6.0%ReducedHistory
DXCMDexcom IncCOM119,542$16.6M3.1%+8,551+7.7%AddedHistory
ADBEAdobe Inc.Stock32,593$16.4M3.1%−2,264−6.5%ReducedHistory
AMDAdvanced Micro Devices IncStock88,446$16.0M3.0%−5,486−5.8%ReducedHistory
METAMeta Platforms, Inc.Stock32,099$15.6M2.9%+12,187+61.2%AddedHistory
VEEVVeeva Systems IncStock62,674$14.5M2.7%−4,748−7.0%ReducedHistory
NFLXNetflix IncStock23,523$14.3M2.7%−1,524−6.1%ReducedHistory
BXBlackstone Inc.COM97,883$12.9M2.4%−6,470−6.2%ReducedHistory
MELIMercadolibre IncCOM7,463$11.3M2.1%−492−6.2%ReducedHistory
INTUIntuit Inc.Stock16,768$10.9M2.1%−1,212−6.7%ReducedHistory
LULUlululemon athletica inc.Stock27,416$10.7M2.0%−1,897−6.5%ReducedHistory
UBERUber Technologies, IncStock134,275$10.3M1.9%+23,671+21.4%AddedHistory
CDNSCadence Design Systems IncStock31,852$9.91M1.9%−2,293−6.7%ReducedHistory
PANWPalo Alto Networks IncStock34,665$9.85M1.9%−2,858−7.6%ReducedHistory
MRVLMarvell Technology, Inc.COM113,017$8.01M1.5%−6,684−5.6%ReducedHistory
ALGNAlign Technology IncCOM21,965$7.20M1.4%−1,134−4.9%ReducedHistory
TTDTrade Desk, Inc.Stock70,808$6.19M1.2%−4,813−6.4%ReducedHistory
MEDPMedpace Holdings, Inc.COM14,842$6.00M1.1%−1,085−6.8%ReducedHistory
PODDInsulet CorpStock31,622$5.42M1.0%−663−2.1%ReducedHistory
SNOWSnowflake Inc.Stock21,892$3.54M0.7%−1,632−6.9%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock10,147$3.25M0.6%+10,147NewHistory
JCIJohnson Controls International plcStock36,498$2.38M0.4%00.0%UnchangedHistory
Schwab808515605Cash Sweep1,261,664$1.26M0.2%+1,102,670+693.5%Added–
LLYEli Lilly & CoStock500$389.0K0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock1,500$243.4K<0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (3)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Ithaka Group LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
TSCOTractor Supply CoCOM48,046$10.3M2.0%History
iShares Russell 1000 Growth ETF464287614ETF1,330$403.2K0.1%–
AMTAmerican Tower CorpREIT1,550$334.6K0.1%History