ITHAKA GROUP LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 270K | $50.44M |
 | NOW | 206K | $31.49M |
 | NFLX | 205K | $19.22M |
 | AMZN | 198K | $45.68M |
 | UBER | 150K | $12.26M |
 | SHOP | 128K | $20.56M |
 | HOOD | 112K | $12.69M |
 | DXCM | 103K | $6.86M |
 | ANET | 102K | $13.33M |
 | MSFT | 83K | $40.04M |
 | AMD | 76K | $16.36M |
 | PANW | 70K | $12.83M |
 | PLTR | 63K | $11.28M |
 | MA | 61K | $35.01M |
 | APH | 57K | $7.70M |
 | META | 55K | $36.43M |
 | VEEV | 55K | $12.21M |
 | V | 53K | $18.70M |
 | CRDO | 50K | $7.23M |
 | GOOG | 47K | $14.65M |
NVIDIA Corporation
NVDA
Shares Held
270K
Value
$50.44M
ServiceNow, Inc.
NOW
Shares Held
206K
Value
$31.49M
Netflix, Inc.
NFLX
Shares Held
205K
Value
$19.22M
Amazon.com, Inc.
AMZN
Shares Held
198K
Value
$45.68M
Uber Technologies, Inc.
UBER
Shares Held
150K
Value
$12.26M
Shopify Inc.
SHOP
Shares Held
128K
Value
$20.56M
Robinhood Markets, Inc.
HOOD
Shares Held
112K
Value
$12.69M
DexCom, Inc.
DXCM
Shares Held
103K
Value
$6.86M
Arista Networks, Inc.
ANET
Shares Held
102K
Value
$13.33M
Microsoft Corporation
MSFT
Shares Held
83K
Value
$40.04M
Advanced Micro Devices, Inc.
AMD
Shares Held
76K
Value
$16.36M
Palo Alto Networks, Inc.
PANW
Shares Held
70K
Value
$12.83M
Palantir Technologies Inc.
PLTR
Shares Held
63K
Value
$11.28M
Mastercard Incorporated
MA
Shares Held
61K
Value
$35.01M
Amphenol Corporation
APH
Shares Held
57K
Value
$7.70M
Meta Platforms, Inc.
META
Shares Held
55K
Value
$36.43M
Veeva Systems Inc.
VEEV
Shares Held
55K
Value
$12.21M
Visa Inc.
V
Shares Held
53K
Value
$18.70M
Credo Technology Group Holding Ltd
CRDO
Shares Held
50K
Value
$7.23M
Alphabet Inc.
GOOG
Shares Held
47K
Value
$14.65M