ITHAKA GROUP LLC
ITHAKA GROUP LLC reported 40 positions worth $550.8M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AMD (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMD | SH | $42.3M | 7.68% | 72,777 | — | — | |
| ▸ 2 | NVDA | SH | $41.8M | 7.59% | 209,018 | — | — | |
| ▸ 3 | AMZN | SH | $41.8M | 7.58% | 175,204 | — | — | |
| ▸ 4 | GOOG | SH | $32.9M | 5.98% | 93,155 | — | — | |
| ▸ 5 | CRWD | SH | $26.2M | 4.76% | 34,334 | — | — | |
| ▸ 6 | LLY | SH | $25.3M | 4.59% | 21,079 | — | — | |
| ▸ 7 | MA | SH | $23.1M | 4.20% | 45,004 | — | — | |
| ▸ 8 | MSFT | SH | $22.9M | 4.16% | 61,497 | — | — | |
| ▸ 9 | PANW | SH | $22.7M | 4.13% | 66,645 | — | — | |
| ▸ 10 | META | SH | $21.5M | 3.90% | 38,166 | — | — |
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Frequently Asked Questions
What stocks does ITHAKA GROUP LLC hold as of Q2 2026?
ITHAKA GROUP LLC reported 40 positions worth $550.8M in its Q2 2026 13F filing. Largest positions: AMD (7.7%), NVDA (7.6%), AMZN (7.6%), GOOG (6.0%) and CRWD (4.8%).
What did ITHAKA GROUP LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ITHAKA GROUP LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.