ITHAKA GROUP LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
44
Quarter
2025 Q4
Top Holding
NVDA (9.0%)
Top 10 Concentration
57.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 44
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA Corp
Technology 8.99% 8.50% #1
Prev: #1
5.6 3,492 1.3%
P
S
270,448 $50,438,552 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
Amazon.com Inc.
Consumer Cyclical 8.14% 7.32% #2
Prev: #2
5.3 2,632 1.3%
P
S
197,888 $45,676,508 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
Microsoft Corpo...
Technology 7.14% 7.22% #3
Prev: #3
4.9 1,133 1.4%
P
S
82,789 $40,038,416 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
Meta Platforms,...
Communication Services 6.49% 6.84% #4
Prev: #4
4.6 659 1.2%
P
S
55,197 $36,434,988 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
Mastercard Inc.
Financial Services 6.24% 5.88% #5 1
Prev: #6
4.5 773 1.3%
P
S
61,325 $35,009,216 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOW
ServiceNow, Inc...
Technology 5.61% 6.38% #6 1
Prev: #5
4.5 164,960 406.5%
P
S
205,543 $31,487,132 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ISRG
Intuitive Surgi...
Healthcare 4.05% 3.03% #7 4
Prev: #11
3.6 489 1.2%
P
S
40,124 $22,724,629 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHOP
Shopify Inc.
Technology 3.66% 3.18% #8
Prev: #8
3.5 2,352 1.9%
P
S
127,716 $20,558,445 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
Netflix Inc
ETF 3.43% 4.14% #9 2
Prev: #7
3.7 184,775 912.8%
P
S
205,017 $19,222,394 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA Inc.
Financial Services 3.33% 3.08% #10 1
Prev: #9
3.3 433 0.8%
P
S
53,329 $18,703,014 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWD
CrowdStrike Hol...
Technology 3.00% 2.96% #11 1
Prev: #12
3.2 560 1.6%
P
S
35,916 $16,835,984 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
Advanced Micro ...
Technology 2.92% 2.08% #12 9
Prev: #21
3.2 1,040 1.4%
P
S
76,396 $16,360,967 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MELI
MercadoLibre, I...
Consumer Cyclical 2.77% 3.04% #13 3
Prev: #10
3.1 116 1.5%
P
S
7,728 $15,566,201 2010 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
Alphabet Inc. C...
Communication Services 2.61% 1.91% #14 9
Prev: #23
3.0 725 1.6%
P
S
46,681 $14,648,498 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ANET
Arista Networks
Technology 2.38% 2.49% #15 1
Prev: #14
3.0 1,498 1.5%
P
S
101,741 $13,331,123 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
Palo Alto Netwo...
Technology 2.29% 2.39% #16 1
Prev: #17
2.9 890 1.3%
P
S
69,647 $12,828,977 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
Robinhood Marke...
Financial Services 2.26% 2.25% #17 2
Prev: #19
3.0 20,161 21.9%
P
S
112,189 $12,688,576 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CDNS
Cadence Design ...
Technology 2.24% 2.38% #18
Prev: #18
2.9 581 1.5%
P
S
40,187 $12,561,652 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UBER
Uber Technologi...
Technology 2.19% 2.47% #19 4
Prev: #15
2.9 2,221 1.5%
P
S
150,094 $12,264,181 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEEV
Veeva Systems I...
Healthcare 2.18% 2.74% #20 7
Prev: #13
2.9 739 1.4%
P
S
54,683 $12,206,886 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
Palantir Techno...
Technology 2.01% 1.95% #21 1
Prev: #22
2.8 764 1.2%
P
S
63,462 $11,280,370 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INTU
Intuit Inc.
Technology 1.76% 1.72% #22 2
Prev: #24
2.7 186 1.3%
P
S
14,932 $9,891,255 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
Eli Lilly & Co.
Healthcare 1.64% 1.10% #23 6
Prev: #29
2.7 168 2.0%
P
S
8,575 $9,215,381 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
Oracle Corporat...
Technology 1.57% 2.23% #24 4
Prev: #20
0.6 -1,134 -2.4%
P
S
45,215 $8,812,856 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PODD
Insulet Corp
Healthcare 1.41% 1.45% #25
Prev: #25
2.6 394 1.4%
P
S
27,868 $7,921,200 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
Blackstone Inc.
Financial Services 0.00% 2.45%
Sold All 😨
(Was: #16)
0.3 -83,848 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MRVL
Marvell Technol...
Technology 0.00% 1.38%
Sold All 😨
(Was: #26)
0.3 -96,291 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ELF
E.L.F. Beauty, ...
Consumer Defensive 0.00% 1.00%
Sold All 😨
(Was: #31)
0.3 -44,135 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTD
Trade Desk, Inc...
Communication Services 0.00% 0.82%
Sold All 😨
(Was: #33)
0.3 -97,990 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADBE
Adobe Inc.
Technology 0.00% 0.04%
Sold All 😨
(Was: #38)
0.3 -628 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 44 holdings

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