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 $550.8M across 40 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMD ($42.3M, 7.68%), NVDA ($41.8M, 7.59%), AMZN ($41.8M, 7.58%), GOOG ($32.9M, 5.98%), CRWD ($26.2M, 4.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | $42.3M | 7.68% | 72,777 | Trimmed |
| 2 | NVDA | NVIDIA Corp | $41.8M | 7.59% | 209,018 | Trimmed |
| 3 | AMZN | Amazon.com Inc. | $41.8M | 7.58% | 175,204 | Trimmed |
| 4 | GOOG | Alphabet Inc. Class C | $32.9M | 5.98% | 93,155 | Added |
| 5 | CRWD | CrowdStrike Holdings, Inc. | $26.2M | 4.76% | 34,334 | Trimmed |
| 6 | LLY | Eli Lilly & Co. | $25.3M | 4.59% | 21,079 | Added |
| 7 | MA | Mastercard Inc. | $23.1M | 4.20% | 45,004 | Trimmed |
| 8 | MSFT | Microsoft Corporation | $22.9M | 4.16% | 61,497 | Trimmed |
| 9 | PANW | Palo Alto Networks, Inc. | $22.7M | 4.13% | 66,645 | Trimmed |
| 10 | META | Meta Platforms, Inc. | $21.5M | 3.90% | 38,166 | Trimmed |
| 11 | NOW | ServiceNow, Inc. | $19.4M | 3.53% | 195,664 | Trimmed |
| 12 | ANET | Arista Networks | $16.5M | 3.00% | 97,257 | Trimmed |
| 13 | HWM | Howmet Aerospace Inc. | $15.9M | 2.88% | 59,070 | Trimmed |
| 14 | ISRG | Intuitive Surgical, Inc. | $15.2M | 2.77% | 38,297 | Trimmed |
| 15 | LRCX | Lam Research Corporation | $14.8M | 2.68% | 34,100 | New |
| 16 | SHOP | Shopify Inc. | $14.1M | 2.55% | 123,083 | Trimmed |
| 17 | CRDO | Credo Technology Group Holding | $13.6M | 2.46% | 49,893 | Trimmed |
| 18 | HOOD | Robinhood Markets, Inc. | $13.6M | 2.46% | 135,139 | Trimmed |
| 19 | MELI | MercadoLibre, Inc. | $12.5M | 2.27% | 7,358 | Trimmed |
| 20 | TSM | Taiwan Semiconductor | $11.8M | 2.15% | 24,785 | New |
| 21 | AVGO | Broadcom Limited | $11.7M | 2.13% | 31,070 | Added |
| 22 | VRT | Vertiv Holdings Co. | $11.6M | 2.10% | 34,554 | Added |
| 23 | UBER | Uber Technologies Inc. | $10.4M | 1.88% | 143,654 | Trimmed |
| 24 | APH | Amphenol Corp. | $9.6M | 1.75% | 54,513 | Trimmed |
| 25 | AXON | Axon Enterprise, Inc. | $9.3M | 1.70% | 16,661 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30