Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ITHAKA GROUP LLC (CIK 1484043) reported $481.9M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($39.3M, 8.15%), AMZN ($39.0M, 8.09%), META ($32.2M, 6.68%), MSFT ($31.3M, 6.50%), MA ($31.2M, 6.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $39.3M | 8.15% | 225,124 | Trimmed |
| 2 | AMZN | Amazon.com Inc. | $39.0M | 8.09% | 187,210 | Trimmed |
| 3 | META | Meta Platforms, Inc. | $32.2M | 6.68% | 56,283 | Added |
| 4 | MSFT | Microsoft Corporation | $31.3M | 6.50% | 84,601 | Added |
| 5 | MA | Mastercard Inc. | $31.2M | 6.48% | 62,467 | Added |
| 6 | NOW | ServiceNow, Inc. | $21.9M | 4.54% | 209,253 | Added |
| 7 | NFLX | Netflix Inc | $20.1M | 4.17% | 208,997 | Added |
| 8 | ISRG | Intuitive Surgical, Inc. | $18.9M | 3.91% | 40,895 | Added |
| 9 | LLY | Eli Lilly & Co. | $18.5M | 3.85% | 20,152 | Added |
| 10 | GOOG | Alphabet Inc. Class C | $16.6M | 3.45% | 58,009 | Added |
| 11 | AMD | Advanced Micro Devices | $15.9M | 3.29% | 77,964 | Added |
| 12 | SHOP | Shopify Inc. | $15.5M | 3.22% | 130,679 | Added |
| 13 | HWM | Howmet Aerospace Inc. | $14.6M | 3.02% | 63,139 | Added |
| 14 | CRWD | CrowdStrike Holdings, Inc. | $14.3M | 2.97% | 36,693 | Added |
| 15 | MELI | MercadoLibre, Inc. | $13.6M | 2.83% | 7,888 | Added |
| 16 | ANET | Arista Networks | $12.8M | 2.65% | 103,932 | Added |
| 17 | PANW | Palo Alto Networks, Inc. | $11.4M | 2.37% | 71,203 | Added |
| 18 | CDNS | Cadence Design Systems, Inc. | $11.3M | 2.34% | 40,636 | Added |
| 19 | UBER | Uber Technologies Inc. | $11.0M | 2.29% | 153,189 | Added |
| 20 | HOOD | Robinhood Markets, Inc. | $10.0M | 2.07% | 144,186 | Added |
| 21 | PLTR | Palantir Technologies Inc. | $9.5M | 1.97% | 64,773 | Added |
| 22 | AXON | Axon Enterprise, Inc. | $7.6M | 1.57% | 17,806 | Added |
| 23 | APH | Amphenol Corp. | $7.4M | 1.53% | 58,253 | Added |
| 24 | ORCL | Oracle Corporation | $7.1M | 1.47% | 48,081 | Added |
| 25 | DXCM | DexCom, Inc. | $6.6M | 1.38% | 105,626 | Added |
Source: SEC Form 13F filings · as of 2026-03-31