Institutions / Ithaka Group LLC
Ithaka Group LLC
CIK 1484043 · Institution · as of Dec 31, 2025
Portfolio value
$561.04M
Positions
39
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 39 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $50.44M | 9.0% |
| Amazon.com Inc | $45.68M | 8.1% |
| Microsoft Corp | $40.04M | 7.1% |
| Meta Platforms Inc | $36.43M | 6.5% |
| Mastercard Inc | $35.01M | 6.2% |
| ServiceNow Inc | $31.49M | 5.6% |
| Intuitive Surgical Inc | $22.72M | 4.1% |
| Shopify Inc. | $20.56M | 3.7% |
| Netflix Inc | $19.22M | 3.4% |
| Visa Inc | $18.70M | 3.3% |
| CrowdStrike Holdings, Inc. | $16.84M | 3.0% |
| Advanced Micro Devices Inc | $16.36M | 2.9% |
| MercadoLibre, Inc. | $15.57M | 2.8% |
| Alphabet Inc. | $14.65M | 2.6% |
| Arista Networks, Inc.ANET | $13.33M | 2.4% |
| Palo Alto Networks Inc | $12.83M | 2.3% |
| Robinhood Markets, Inc. | $12.69M | 2.3% |
| Cadence Design Systems Inc | $12.56M | 2.2% |
| Uber Technologies, Inc | $12.26M | 2.2% |
| Veeva Systems Inc | $12.21M | 2.2% |
| Palantir Technologies Inc | $11.28M | 2.0% |
| Intuit Inc. | $9.89M | 1.8% |
| ELI LILLY & Co | $9.22M | 1.6% |
| Oracle Corp | $8.81M | 1.6% |
| Insulet Corp | $7.92M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.