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Ithaka Group LLC

SEC CIK
0001484043
Latest filing
Aug 11, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
34
−2 vs. Q3 2024
Portfolio value
$542.8M
+$15.5M (+2.9%) vs. Q3 2024
Filed
Feb 10, 2025
SEC
Holdings of Ithaka Group LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock215,784$47.3M8.7%−12,788−5.6%ReducedHistory
NOWServiceNow, Inc.Stock43,601$46.2M8.5%−2,585−5.6%ReducedHistory
NVDANVIDIA CorpStock333,774$44.8M8.3%−23,250−6.5%ReducedHistory
MSFTMicrosoft CorpStock84,133$35.5M6.5%−5,518−6.2%ReducedHistory
MAMastercard IncStock62,101$32.7M6.0%−3,372−5.2%ReducedHistory
AAPLApple Inc.Stock102,399$25.6M4.7%−4,033−3.8%ReducedHistory
METAMeta Platforms, Inc.Stock41,274$24.2M4.5%+9,422+29.6%AddedHistory
CRMSalesforce, Inc.Stock71,029$23.7M4.4%−2,999−4.1%ReducedHistory
VVisa Inc.Stock68,977$21.8M4.0%−3,430−4.7%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW41,248$21.5M4.0%−2,693−6.1%ReducedHistory
NFLXNetflix IncStock21,914$19.5M3.6%−1,231−5.3%ReducedHistory
CMGChipotle Mexican Grill IncCOM299,461$18.1M3.3%−12,069−3.9%ReducedHistory
BXBlackstone Inc.COM90,324$15.6M2.9%−2,417−2.6%ReducedHistory
ADBEAdobe Inc.Stock28,856$12.8M2.4%−1,740−5.7%ReducedHistory
TTDTrade Desk, Inc.Stock107,894$12.7M2.3%−4,994−4.4%ReducedHistory
PANWPalo Alto Networks IncStock68,719$12.5M2.3%−791−1.1%ReducedConverted for a 2-for-1 splitHistory
MELIMercadolibre IncCOM6,877$11.7M2.2%−279−3.9%ReducedHistory
VEEVVeeva Systems IncStock55,504$11.7M2.1%−3,521−6.0%ReducedHistory
MRVLMarvell Technology, Inc.COM103,642$11.4M2.1%−1,556−1.5%ReducedHistory
INTUIntuit Inc.Stock15,406$9.68M1.8%−666−4.1%ReducedHistory
AMDAdvanced Micro Devices IncStock79,503$9.60M1.8%−2,829−3.4%ReducedHistory
UBERUber Technologies, IncStock156,352$9.43M1.7%+22,962+17.2%AddedHistory
ASMLASML Holding NVADR12,518$8.68M1.6%−4,540−26.6%ReducedHistory
DXCMDexcom IncCOM109,222$8.49M1.6%−1,351−1.2%ReducedHistory
ANETArista Networks, Inc.Stock75,411$8.34M1.5%+75,411NewHistory
CDNSCadence Design Systems IncStock27,707$8.32M1.5%−1,745−5.9%ReducedHistory
PODDInsulet CorpStock29,035$7.58M1.4%−786−2.6%ReducedHistory
PLTRPalantir Technologies Inc.Stock87,549$6.62M1.2%−27,816−24.1%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock19,092$6.53M1.2%−283−1.5%ReducedHistory
ELFe.l.f. Beauty, Inc.COM47,922$6.02M1.1%−1,226−2.5%ReducedHistory
JCIJohnson Controls International plcStock36,498$2.88M0.5%00.0%UnchangedHistory
Schwab808515605Cash Sweep551,558$551.6K0.1%+96,440+21.2%Added–
LLYEli Lilly & CoStock500$386.0K0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock1,500$251.5K<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (3)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Ithaka Group LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
LULUlululemon athletica inc.Stock25,301$6.87M1.3%History
MEDPMedpace Holdings, Inc.COM14,427$4.82M0.9%History
AMTAmerican Tower CorpREIT950$220.9K<0.1%History