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Ithaka Group LLC

SEC CIK
0001484043
Latest filing
Aug 11, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
38
−1 vs. Q4 2025
Portfolio value
$481.9M
−$79.1M (−14.1%) vs. Q4 2025
Filed
May 12, 2026
SEC
Holdings of Ithaka Group LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock225,124$39.3M8.1%−45,324−16.8%ReducedHistory
AMZNAmazon Com IncStock187,210$39.0M8.1%−10,678−5.4%ReducedHistory
METAMeta Platforms, Inc.Stock56,283$32.2M6.7%+1,086+2.0%AddedHistory
MSFTMicrosoft CorpStock84,601$31.3M6.5%+1,812+2.2%AddedHistory
MAMastercard IncStock62,467$31.2M6.5%+1,142+1.9%AddedHistory
NOWServiceNow, Inc.Stock209,253$21.9M4.5%+3,710+1.8%AddedHistory
NFLXNetflix IncStock208,997$20.1M4.2%+3,980+1.9%AddedHistory
ISRGIntuitive Surgical IncCOM NEW40,895$18.9M3.9%+771+1.9%AddedHistory
LLYEli Lilly & CoStock20,152$18.5M3.8%+11,577+135.0%AddedHistory
GOOGAlphabet Inc.Stock58,009$16.6M3.5%+11,328+24.3%AddedHistory
AMDAdvanced Micro Devices IncStock77,964$15.9M3.3%+1,568+2.1%AddedHistory
SHOPShopify Inc.Stock130,679$15.5M3.2%+2,963+2.3%AddedHistory
HWMHowmet Aerospace Inc.Stock63,139$14.6M3.0%+27,072+75.1%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock36,693$14.3M3.0%+777+2.2%AddedHistory
MELIMercadolibre IncCOM7,888$13.6M2.8%+160+2.1%AddedHistory
ANETArista Networks, Inc.Stock103,932$12.8M2.6%+2,191+2.2%AddedHistory
PANWPalo Alto Networks IncStock71,203$11.4M2.4%+1,556+2.2%AddedHistory
CDNSCadence Design Systems IncStock40,636$11.3M2.3%+449+1.1%AddedHistory
UBERUber Technologies, IncStock153,189$11.0M2.3%+3,095+2.1%AddedHistory
HOODRobinhood Markets, Inc.Stock144,186$9.99M2.1%+31,997+28.5%AddedHistory
PLTRPalantir Technologies Inc.Stock64,773$9.47M2.0%+1,311+2.1%AddedHistory
AXONAxon Enterprise, Inc.COM17,806$7.56M1.6%+10,339+138.5%AddedHistory
APHAmphenol CorpCL A58,253$7.36M1.5%+1,290+2.3%AddedHistory
ORCLOracle CorpStock48,081$7.07M1.5%+2,866+6.3%AddedHistory
DXCMDexcom IncCOM105,626$6.63M1.4%+2,193+2.1%AddedHistory
INTUIntuit Inc.Stock15,249$6.59M1.4%+317+2.1%AddedHistory
VRTVertiv Holdings CoCOM CL A25,664$6.43M1.3%+25,664NewHistory
PODDInsulet CorpStock28,331$5.94M1.2%+463+1.7%AddedHistory
AVGOBroadcom Inc.Stock17,104$5.29M1.1%+683+4.2%AddedHistory
COINCoinbase Global, Inc.COM CL A28,949$5.05M1.0%+1,736+6.4%AddedHistory
CRDOCredo Technology Group Holding LtdStock53,344$5.01M1.0%+3,127+6.2%AddedHistory
JCIJohnson Controls International plcStock38,139$4.99M1.0%00.0%UnchangedHistory
AAPLApple Inc.Stock9,326$2.37M0.5%00.0%UnchangedHistory
VVisa Inc.Stock5,343$1.61M0.3%−47,986−90.0%ReducedHistory
Schwab808515605Cash Sweep520,852$520.9K0.1%+4,428+0.9%Added–
GOOGLAlphabet Inc.Stock802$230.6K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock1,500$216.7K<0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock237$206.9K<0.1%+237NewHistory

Sold out since Q4 2025 (3)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Ithaka Group LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
VEEVVeeva Systems IncStock54,683$12.2M2.2%History
iShares Russell 1000 Growth ETF464287614ETF1,429$676.3K0.1%–
iShares Semiconductor ETF464287523ETF1,040$313.2K0.1%–