ITHAKA GROUP LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 225K | $39.26M |
 | NOW | 209K | $21.88M |
 | NFLX | 209K | $20.10M |
 | AMZN | 187K | $38.99M |
 | UBER | 153K | $11.02M |
 | HOOD | 144K | $9.99M |
 | SHOP | 131K | $15.50M |
 | DXCM | 106K | $6.63M |
 | ANET | 104K | $12.76M |
 | MSFT | 85K | $31.32M |
 | AMD | 78K | $15.86M |
 | PANW | 71K | $11.42M |
 | PLTR | 65K | $9.47M |
 | HWM | 63K | $14.55M |
 | MA | 62K | $31.21M |
 | APH | 58K | $7.36M |
 | GOOG | 58K | $16.64M |
 | META | 56K | $32.20M |
 | CRDO | 53K | $5.01M |
 | ORCL | 48K | $7.07M |
NVIDIA Corporation
NVDA
Shares Held
225K
Value
$39.26M
ServiceNow, Inc.
NOW
Shares Held
209K
Value
$21.88M
Netflix, Inc.
NFLX
Shares Held
209K
Value
$20.10M
Amazon.com, Inc.
AMZN
Shares Held
187K
Value
$38.99M
Uber Technologies, Inc.
UBER
Shares Held
153K
Value
$11.02M
Robinhood Markets, Inc.
HOOD
Shares Held
144K
Value
$9.99M
Shopify Inc.
SHOP
Shares Held
131K
Value
$15.50M
DexCom, Inc.
DXCM
Shares Held
106K
Value
$6.63M
Arista Networks, Inc.
ANET
Shares Held
104K
Value
$12.76M
Microsoft Corporation
MSFT
Shares Held
85K
Value
$31.32M
Advanced Micro Devices, Inc.
AMD
Shares Held
78K
Value
$15.86M
Palo Alto Networks, Inc.
PANW
Shares Held
71K
Value
$11.42M
Palantir Technologies Inc.
PLTR
Shares Held
65K
Value
$9.47M
Howmet Aerospace Inc.
HWM
Shares Held
63K
Value
$14.55M
Mastercard Incorporated
MA
Shares Held
62K
Value
$31.21M
Amphenol Corporation
APH
Shares Held
58K
Value
$7.36M
Alphabet Inc.
GOOG
Shares Held
58K
Value
$16.64M
Meta Platforms, Inc.
META
Shares Held
56K
Value
$32.20M
Credo Technology Group Holding Ltd
CRDO
Shares Held
53K
Value
$5.01M
Oracle Corporation
ORCL
Shares Held
48K
Value
$7.07M