ITHAKA GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 267K | $49.81M |
 | AMZN | 195K | $42.87M |
 | UBER | 148K | $14.49M |
 | SHOP | 125K | $18.63M |
 | DXCM | 102K | $6.88M |
 | ANET | 100K | $14.61M |
 | TTD | 98K | $4.80M |
 | MRVL | 96K | $8.10M |
 | HOOD | 92K | $13.18M |
 | BX | 84K | $14.33M |
 | MSFT | 82K | $42.29M |
 | AMD | 75K | $12.19M |
 | PANW | 69K | $14.00M |
 | PLTR | 63K | $11.44M |
 | MA | 61K | $34.44M |
 | APH | 56K | $6.94M |
 | META | 55K | $40.05M |
 | VEEV | 54K | $16.07M |
 | V | 53K | $18.06M |
 | ORCL | 46K | $13.04M |
NVIDIA Corporation
NVDA
Shares Held
267K
Value
$49.81M
Amazon.com, Inc.
AMZN
Shares Held
195K
Value
$42.87M
Uber Technologies, Inc.
UBER
Shares Held
148K
Value
$14.49M
Shopify Inc.
SHOP
Shares Held
125K
Value
$18.63M
DexCom, Inc.
DXCM
Shares Held
102K
Value
$6.88M
Arista Networks, Inc.
ANET
Shares Held
100K
Value
$14.61M
The Trade Desk, Inc.
TTD
Shares Held
98K
Value
$4.80M
Marvell Technology, Inc.
MRVL
Shares Held
96K
Value
$8.10M
Robinhood Markets, Inc.
HOOD
Shares Held
92K
Value
$13.18M
Blackstone Inc.
BX
Shares Held
84K
Value
$14.33M
Microsoft Corporation
MSFT
Shares Held
82K
Value
$42.29M
Advanced Micro Devices, Inc.
AMD
Shares Held
75K
Value
$12.19M
Palo Alto Networks, Inc.
PANW
Shares Held
69K
Value
$14.00M
Palantir Technologies Inc.
PLTR
Shares Held
63K
Value
$11.44M
Mastercard Incorporated
MA
Shares Held
61K
Value
$34.44M
Amphenol Corporation
APH
Shares Held
56K
Value
$6.94M
Meta Platforms, Inc.
META
Shares Held
55K
Value
$40.05M
Veeva Systems Inc.
VEEV
Shares Held
54K
Value
$16.07M
Visa Inc.
V
Shares Held
53K
Value
$18.06M
Oracle Corporation
ORCL
Shares Held
46K
Value
$13.04M