ITHAKA GROUP LLC Long-Term Concentrated

Location: Arlington, VA

CIK: 0001484043 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2020

Total Value: $596M (100.0% shares, 0.0% debt)

Holdings (37)

V VISA Inc. 7.5%
Value $44.66M Shares 237,659 Est. Cost $70.39 Unrealized +145.1%
MA Mastercard Inc. 7.4%
Value $44.35M Shares 148,542 Est. Cost $96.39 Unrealized +182.8%
MSFT Microsoft Corporation 7.2%
Value $42.61M Shares 270,175 Est. Cost $90.53 Unrealized +53.8%
AMZN Amazon.com Inc. 6.5%
Value $38.73M Shares 20,958 Est. Cost $44.63 Unrealized +98.3%
CRM Salesforce.com Inc 6.0%
Value $35.53M Shares 218,451 Est. Cost $64.53 Unrealized +140.0%
NOW ServiceNow, Inc. 4.8%
Value $28.54M Shares 101,093 Est. Cost $29.02 Unrealized +81.5%
ADBE Adobe Inc. 4.1%
Value $24.53M Shares 74,383 Est. Cost $111.68 Unrealized +163.5%
BURL Burlington Stores, Inc. 4.1%
Value $24.33M Shares 106,692 Est. Cost $153.36 Unrealized +36.3%
ADSK Autodesk Inc. 4.1%
Value $24.27M Shares 132,302 Est. Cost $133.42 Unrealized +21.5%
PYPL PayPal Holdings, Inc. 3.7%
Value $22.29M Shares 206,029 Est. Cost $50.08 Unrealized +107.6%
VEEV Veeva Systems Inc. 3.6%
Value $21.51M Shares 152,936 Est. Cost $69.77 Unrealized +110.6%
GOOG Alphabet Inc. Class C 3.5%
Value $20.86M Shares 15,602 Est. Cost $39.33 Unrealized +62.8%
EW Edwards Lifesciences Corp. 3.4%
Value $20.44M Shares 87,635 Est. Cost $49.12 Unrealized +59.0%
ISRG Intuitive Surgical, Inc. 3.2%
Value $18.95M Shares 32,064 Est. Cost $171.63 Unrealized +9.1%
ILMN Illumina Inc 3.1%
Value $18.59M Shares 56,038 Est. Cost $207.12 Unrealized +46.3%
NVDA NVIDIA Corp 2.9%
Value $17.09M Shares 72,632 Est. Cost $4.14 Unrealized +25.0%
META Facebook, Inc. cl A 2.8%
Value $16.88M Shares 82,221 Est. Cost $63.51 Unrealized +202.9%
Splunk Inc. 2.5%
Value $14.7M Shares 98,171 Est. Cost $60.77 Unrealized
ULTA Ulta Beauty, Inc. 2.2%
Value $13.07M Shares 51,630 Est. Cost $178.17 Unrealized +37.1%
SPGI S&P Global Inc. 2.1%
Value $12.62M Shares 46,209 Est. Cost $160.51 Unrealized +53.8%
BABA Alibaba Group Holding 2.1%
Value $12.48M Shares 58,842 Est. Cost $171.95 Unrealized
DXCM DexCom, Inc. 2.1%
Value $12.27M Shares 56,109 Est. Cost $35.40 Unrealized +34.0%
WDAY Workday, Inc. 2.0%
Value $11.65M Shares 70,863 Est. Cost $92.15 Unrealized +80.2%
TRU TransUnion 1.9%
Value $11.23M Shares 131,159 Est. Cost $45.99 Unrealized +75.9%
XYZ Square, Inc. Class A 1.6%
Value $9.777M Shares 156,275 Est. Cost $48.07 Unrealized +32.9%
ALGN Align Technology Inc 1.6%
Value $9.674M Shares 34,668 Est. Cost $113.04 Unrealized +120.6%
MELI MercadoLibre, Inc. 1.3%
Value $7.729M Shares 13,513 Est. Cost $606.37 Unrealized -8.7%
GPN Global Payments Inc. 1.0%
Value $5.998M Shares 32,856 Est. Cost $163.49 Unrealized 0.0%
Zendesk, Inc. 0.7%
Value $4.429M Shares 57,798 Est. Cost $87.07 Unrealized
JCI Johnson Controls, Inc. 0.5%
Value $2.972M Shares 72,997 Est. Cost $33.74 Unrealized +9.9%
AAPL Apple Inc. 0.2%
Value $942K Shares 3,207 Est. Cost $26.09 Unrealized +137.7%
AMT American Tower Corporation 0.1%
Value $643K Shares 2,800 Est. Cost $62.60 Unrealized +193.6%
PG Procter & Gamble Co. 0.1%
Value $375K Shares 3,000 Est. Cost $55.00 Unrealized +91.3%
SBUX Starbucks Corporation 0.1%
Value $317K Shares 3,600 Est. Cost $36.17 Unrealized +105.9%
EQIX Equinix Inc 0.0%
Value $292K Shares 500 Est. Cost $358.00 Unrealized +40.1%
AMGN Amgen Inc. 0.0%
Value $241K Shares 1,000 Est. Cost $182.69 Unrealized 0.0%
General Electric Company 0.0%
Value $125K Shares 11,197 Est. Cost $20.38 Unrealized