Holdings
Ithaka Group LLC
As of Jun 30, 2026, Ithaka Group LLC reported 37 positions worth US$545M. Largest: Advanced Micro Devices Inc, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 72,777 | US$42.3M | −5,187 | Jun 30, 2026 |
| Nvidia Corporation | 209K | US$41.8M | −16,106 | Jun 30, 2026 |
| Amazon.com, Inc. | 175K | US$41.8M | −12,006 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 92,904 | US$33.2M | +34,234 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 34,334 | US$26.2M | −2,359 | Jun 30, 2026 |
| Eli Lilly And Company | 21,079 | US$25.3M | +927 | Jun 30, 2026 |
| Mastercard Incorporated | 45,004 | US$23.1M | −17,463 | Jun 30, 2026 |
| Microsoft Corp. | 61,497 | US$22.9M | −23,104 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 66,645 | US$22.7M | −4,558 | Jun 30, 2026 |
| Meta Platforms, Inc. | 38,166 | US$21.5M | −18,117 | Jun 30, 2026 |