ITHAKA GROUP LLC: 13F holdings
CIK 14840432026Q2
| Positions | 40 |
|---|---|
| Reported value | $550.8m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices | 72,777 | $42.3m | 7.7% |
| NVDA NVIDIA Corp | 209,018 | $41.8m | 7.6% |
| AMZN Amazon.com Inc. | 175,204 | $41.8m | 7.6% |
| GOOG Alphabet Inc. Class C | 93,155 | $32.9m | 6.0% |
| CRWD CrowdStrike Holdings, Inc. | 34,334 | $26.2m | 4.8% |
| LLY Eli Lilly & Co. | 21,079 | $25.3m | 4.6% |
| MA Mastercard Inc. | 45,004 | $23.1m | 4.2% |
| MSFT Microsoft Corporation | 61,497 | $22.9m | 4.2% |
| PANW Palo Alto Networks, Inc. | 66,645 | $22.7m | 4.1% |
| META Meta Platforms, Inc. | 38,166 | $21.5m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1484043")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.