SEC Form 13F

ITHAKA GROUP LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$550,799,909
Positions40

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Advanced Micro DevicesAMDCOM$42,276,88772,777
NVIDIA CorpNVDACOM$41,822,412209,018
Amazon.com Inc.AMZNCOM$41,758,121175,204
Alphabet Inc. Class CGOOGCOM$32,914,45693,155
CrowdStrike Holdings, Inc.CRWDCOM$26,201,64934,334
Eli Lilly & Co.LLYCOM$25,282,78521,079
Mastercard Inc.MACOM$23,114,05445,004
Microsoft CorporationMSFTCOM$22,939,61161,497
Palo Alto Networks, Inc.PANWCOM$22,727,27866,645
Meta Platforms, Inc.METACOM$21,498,52638,166

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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