Stock Taper 
ITHAKA GROUP LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vertiv Holdings Co | VRT | 34.55K | $11.57M |
 CrowdStrike Holdings, Inc. | CRWD | 34.33K | $26.2M |
 Lam Research Corporation | LRCX | 34.1K | $14.78M |
 Broadcom Inc. | AVGO | 31.07K | $11.74M |
 Coinbase Global, Inc. | COIN | 27.09K | $3.96M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 24.79K | $11.84M |
 HEICO Corporation | HEI | 24.47K | $8.71M |
 Eli Lilly and Company | LLY | 21.08K | $25.28M |
 Axon Enterprise, Inc. | AXON | 16.66K | $9.34M |
 Apple Inc. | AAPL | 9.33K | $2.7M |
 MercadoLibre, Inc. | MELI | 7.36K | $12.49M |
 Lumentum Holdings Inc. | LITE | 7.21K | $6.18M |
 Sterling Infrastructure, Inc. | STRL | 6.94K | $5.82M |
 Visa Inc. | V | 5.34K | $1.83M |
 Netflix, Inc. | NFLX | 3.01K | $215.2K |
 The Procter & Gamble Company | PG | 1.5K | $219.96K |
 Alphabet Inc. | GOOGL | 802 | $286.61K |
 GE Aerospace | GE | 624 | $233.21K |
 GE Vernova Inc. | GEV | 237 | $278.44K |