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Ithaka Group LLC

All holdings · as of Dec 31, 2025

39 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$50.44M270,4489.0%
Amazon.com Inc—$45.68M197,8888.1%
MICROSOFT CORP—$40.04M82,7897.1%
Meta Platforms Inc—$36.43M55,1976.5%
Mastercard Inc—$35.01M61,3256.2%
ServiceNow Inc—$31.49M205,5435.6%
Intuitive Surgical Inc—$22.72M40,1244.1%
Shopify Inc.—$20.56M127,7163.7%
Netflix Inc—$19.22M205,0173.4%
Visa Inc—$18.70M53,3293.3%
CrowdStrike Holdings, Inc.—$16.84M35,9163.0%
ADVANCED MICRO DEVICES INC—$16.36M76,3962.9%
MercadoLibre, Inc.—$15.57M7,7282.8%
Alphabet Inc.—$14.65M46,6812.6%
Arista Networks, Inc.ANETCommon Stock$13.33M101,7412.4%
Palo Alto Networks Inc—$12.83M69,6472.3%
Robinhood Markets, Inc.—$12.69M112,1892.3%
CADENCE DESIGN SYSTEMS INC—$12.56M40,1872.2%
Uber Technologies, Inc—$12.26M150,0942.2%
VEEVA SYSTEMS INC—$12.21M54,6832.2%
Palantir Technologies Inc—$11.28M63,4622.0%
INTUIT INC.—$9.89M14,9321.8%
ELI LILLY & Co—$9.22M8,5751.6%
ORACLE CORP—$8.81M45,2151.6%
Insulet Corp—$7.92M27,8681.4%
AMPHENOL CORP /DE—$7.70M56,9631.4%
Howmet Aerospace Inc.—$7.39M36,0671.3%
Credo Technology Group Holding Ltd—$7.23M50,2171.3%
Dexcom Inc—$6.86M103,4331.2%
Coinbase Global, Inc.—$6.15M27,2131.1%
Broadcom Inc.—$5.68M16,4211.0%
Johnson Controls International plc—$4.57M38,1390.8%
Axon Enterprise Inc—$4.24M7,4670.8%
Apple Inc.—$2.54M9,3260.5%
iShares Russell 1000 Grth ETF—$676.3K1,4290.1%
Schwab Value Advantage Money I—$516.4K516,4240.1%
iShares Semiconductor Etf—$313.2K1,0400.1%
Alphabet Inc.—$251.0K8020.0%
PROCTER & GAMBLE Co—$215.0K1,5000.0%
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