Universe · entity
ITHAKA GROUP LLC
Institutional manager (13F) · CIK 1484043
13F holdings · as of 2026-03-31 · top 38 · reported portfolio $482M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA Corp | $39M | 225,124 |
| 2 | Amazon.com Inc. | $39M | 187,210 |
| 3 | Meta Platforms, Inc. | $32M | 56,283 |
| 4 | Microsoft Corporation | $31M | 84,601 |
| 5 | Mastercard Inc. | $31M | 62,467 |
| 6 | ServiceNow, Inc. | $22M | 209,253 |
| 7 | Netflix Inc | $20M | 208,997 |
| 8 | Intuitive Surgical, Inc. | $19M | 40,895 |
| 9 | Eli Lilly & Co. | $19M | 20,152 |
| 10 | Alphabet Inc. Class C | $17M | 58,009 |
| 11 | Advanced Micro Devices | $16M | 77,964 |
| 12 | Shopify Inc. | $16M | 130,679 |
| 13 | Howmet Aerospace Inc. | $15M | 63,139 |
| 14 | CrowdStrike Holdings, Inc. | $14M | 36,693 |
| 15 | MercadoLibre, Inc. | $14M | 7,888 |
| 16 | Arista Networks | $13M | 103,932 |
| 17 | Palo Alto Networks, Inc. | $11M | 71,203 |
| 18 | Cadence Design Systems, Inc. | $11M | 40,636 |
| 19 | Uber Technologies Inc. | $11M | 153,189 |
| 20 | Robinhood Markets, Inc. | $10M | 144,186 |
| 21 | Palantir Technologies Inc. | $9M | 64,773 |
| 22 | Axon Enterprise, Inc. | $8M | 17,806 |
| 23 | Amphenol Corp. | $7M | 58,253 |
| 24 | Oracle Corporation | $7M | 48,081 |
| 25 | DexCom, Inc. | $7M | 105,626 |
| 26 | Intuit Inc. | $7M | 15,249 |
| 27 | Vertiv Holdings Co. | $6M | 25,664 |
| 28 | Insulet Corp | $6M | 28,331 |
| 29 | Broadcom Limited | $5M | 17,104 |
| 30 | Coinbase Global, Inc. | $5M | 28,949 |
| 31 | Credo Technology Group Holding | $5M | 53,344 |
| 32 | Johnson Controls, Inc. | $5M | 38,139 |
| 33 | Apple Inc. | $2M | 9,326 |
| 34 | VISA Inc. | $2M | 5,343 |
| 35 | Schwab Value Advantage Money I | $521k | 520,852 |
| 36 | Alphabet Inc. Class A | $231k | 802 |
| 37 | Procter & Gamble Co. | $217k | 1,500 |
| 38 | GE Vernova Inc. | $207k | 237 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.