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Disclosed positions
ITHAKA GROUP LLC: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- Advanced Micro Devices
- Ticker
- AMD
- Class
- COM
- Reported value
- $42,276,887
- Reported amount
- 72,777
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001104659-26-093794Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| Advanced Micro Devices | AMD | COM | $42,276,887 | 72,777 | SH | None |
| NVIDIA Corp | NVDA | COM | $41,822,412 | 209,018 | SH | None |
| Amazon.com Inc. | AMZN | COM | $41,758,121 | 175,204 | SH | None |
| Alphabet Inc. Class C | GOOG | COM | $32,914,456 | 93,155 | SH | None |
| CrowdStrike Holdings, Inc. | CRWD | COM | $26,201,649 | 34,334 | SH | None |
| Eli Lilly & Co. | LLY | COM | $25,282,785 | 21,079 | SH | None |
| Mastercard Inc. | MA | COM | $23,114,054 | 45,004 | SH | None |
| Microsoft Corporation | MSFT | COM | $22,939,611 | 61,497 | SH | None |
| Palo Alto Networks, Inc. | PANW | COM | $22,727,278 | 66,645 | SH | None |
| Meta Platforms, Inc. | META | COM | $21,498,526 | 38,166 | SH | None |
| ServiceNow, Inc. | NOW | COM | $19,425,522 | 195,664 | SH | None |
| Arista Networks | ANET | COM | $16,522,019 | 97,257 | SH | None |
| Howmet Aerospace Inc. | HWM | COM | $15,881,560 | 59,070 | SH | None |
| Intuitive Surgical, Inc. | ISRG | COM | $15,229,951 | 38,297 | SH | None |
| Lam Research Corporation | LRCX | COM | $14,776,553 | 34,100 | SH | None |
| Shopify Inc. | SHOP | COM | $14,053,617 | 123,083 | SH | None |
| Credo Technology Group Holding | CRDO | COM | $13,568,401 | 49,893 | SH | None |
| Robinhood Markets, Inc. | HOOD | COM | $13,551,739 | 135,139 | SH | None |
| MercadoLibre, Inc. | MELI | COM | $12,489,396 | 7,358 | SH | None |
| Taiwan Semiconductor | TSM | COM | $11,836,572 | 24,785 | SH | None |
| Broadcom Limited | AVGO | COM | $11,736,692 | 31,070 | SH | None |
| Vertiv Holdings Co. | VRT | COM | $11,569,370 | 34,554 | SH | None |
| Uber Technologies Inc. | UBER | COM | $10,366,073 | 143,654 | SH | None |
| Amphenol Corp. | APH | COM | $9,611,732 | 54,513 | SH | None |
| Axon Enterprise, Inc. | AXON | COM | $9,340,323 | 16,661 | SH | None |
| HEICO Corporation | HEI | COM | $8,714,545 | 24,466 | SH | None |
| Palantir Technologies Inc. | PLTR | COM | $7,108,820 | 60,931 | SH | None |
| Oracle Corporation | ORCL | COM | $6,650,732 | 45,382 | SH | None |
| Lumentum Holdings Inc. | LITE | COM | $6,184,896 | 7,208 | SH | None |
| Sterling Construction Co | STRL | COM | $5,822,640 | 6,937 | SH | None |
| Johnson Controls, Inc. | JCI | COM | $5,572,489 | 38,139 | SH | None |
| Coinbase Global, Inc. | COIN | COM | $3,959,995 | 27,088 | SH | None |
| Apple Inc. | AAPL | COM | $2,698,571 | 9,326 | SH | None |
| VISA Inc. | V | COM | $1,833,130 | 5,343 | SH | None |
| Schwab Value Advantage Money I | Unresolved | COM | $525,371 | 525,371 | SH | None |
| Alphabet Inc. Class A | GOOGL | COM | $286,611 | 802 | SH | None |
| GE Vernova Inc. | GEV | COM | $278,442 | 237 | SH | None |
| GE Aerospace | GE | COM | $233,208 | 624 | SH | None |
| Procter & Gamble Co. | PG | COM | $219,960 | 1,500 | SH | None |
| Netflix Inc | NFLX | COM | $215,200 | 3,014 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.