Stock Taper 
ITHAKA GROUP LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 38.17K | $21.5M |
 Intuitive Surgical, Inc. | ISRG | 38.3K | $15.23M |
 Mastercard Incorporated | MA | 45K | $23.11M |
 Oracle Corporation | ORCL | 45.38K | $6.65M |
 Credo Technology Group Holding Ltd | CRDO | 49.89K | $13.57M |
 Amphenol Corporation | APH | 54.51K | $9.61M |
 Howmet Aerospace Inc. | HWM | 59.07K | $15.88M |
 Palantir Technologies Inc. | PLTR | 60.93K | $7.11M |
 Microsoft Corporation | MSFT | 61.5K | $22.94M |
 Palo Alto Networks, Inc. | PANW | 66.64K | $22.73M |
 Advanced Micro Devices, Inc. | AMD | 72.78K | $42.28M |
 Alphabet Inc. | GOOG | 93.16K | $32.91M |
 Arista Networks, Inc. | ANET | 97.26K | $16.52M |
 Shopify Inc. | SHOP | 123.08K | $14.05M |
 Robinhood Markets, Inc. | HOOD | 135.14K | $13.55M |
 Uber Technologies, Inc. | UBER | 143.65K | $10.37M |
 Amazon.com, Inc. | AMZN | 175.2K | $41.76M |
 ServiceNow, Inc. | NOW | 195.66K | $19.43M |
 NVIDIA Corporation | NVDA | 209.02K | $41.82M |