ITHAKA GROUP LLC Long-Term Concentrated

Location: Arlington, VA

CIK: 0001484043 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 6, 2021

Total Value: $738M (100.0% shares, 0.0% debt)

Holdings (37)

AMZN Amazon.com Inc. 7.6%
Value $55.89M Shares 18,063 Est. Cost $45.97 Unrealized +244.8%
MSFT Microsoft Corporation 6.9%
Value $51.1M Shares 216,727 Est. Cost $92.04 Unrealized +142.2%
MA Mastercard Inc. 6.0%
Value $44.41M Shares 124,727 Est. Cost $100.01 Unrealized +239.5%
NOW ServiceNow, Inc. 5.8%
Value $42.88M Shares 85,742 Est. Cost $30.56 Unrealized +245.4%
V VISA Inc. 5.7%
Value $42.09M Shares 198,775 Est. Cost $72.14 Unrealized +181.7%
PYPL PayPal Holdings, Inc. 5.7%
Value $41.99M Shares 172,931 Est. Cost $51.47 Unrealized +389.4%
VEEV Veeva Systems Inc. 4.5%
Value $33.44M Shares 128,019 Est. Cost $72.16 Unrealized +286.1%
NVDA NVIDIA Corp 4.3%
Value $31.4M Shares 58,813 Est. Cost $4.14 Unrealized +223.7%
XYZ Square, Inc. Class A 4.1%
Value $29.9M Shares 131,675 Est. Cost $48.07 Unrealized +386.6%
ADBE Adobe Inc. 4.0%
Value $29.69M Shares 62,457 Est. Cost $120.11 Unrealized +289.2%
CRM Salesforce.com Inc 3.9%
Value $29.07M Shares 137,221 Est. Cost $66.33 Unrealized +231.6%
ADSK Autodesk Inc. 3.5%
Value $25.55M Shares 92,175 Est. Cost $134.53 Unrealized +114.4%
META Facebook, Inc. cl A 2.9%
Value $21.49M Shares 72,952 Est. Cost $67.42 Unrealized +296.6%
ISRG Intuitive Surgical, Inc. 2.7%
Value $19.72M Shares 26,690 Est. Cost $171.71 Unrealized +46.5%
ALGN Align Technology Inc 2.5%
Value $18.26M Shares 33,721 Est. Cost $164.07 Unrealized +236.9%
BURL Burlington Stores, Inc. 2.3%
Value $17.2M Shares 57,577 Est. Cost $154.05 Unrealized +76.4%
DXCM DexCom, Inc. 2.3%
Value $17.02M Shares 47,343 Est. Cost $35.40 Unrealized +165.2%
MELI MercadoLibre, Inc. 2.3%
Value $16.78M Shares 11,399 Est. Cost $623.70 Unrealized +172.0%
WDAY Workday, Inc. 2.1%
Value $15.33M Shares 61,700 Est. Cost $96.90 Unrealized +154.9%
PODD Insulet Corp 2.0%
Value $14.74M Shares 56,486 Est. Cost $267.81 Unrealized 0.0%
EW Edwards Lifesciences Corp. 2.0%
Value $14.53M Shares 173,727 Est. Cost $63.87 Unrealized +32.4%
AAPL Apple Inc. 1.9%
Value $13.96M Shares 114,261 Est. Cost $113.94 Unrealized +9.8%
LULU Lululemon Athletica Inc. 1.8%
Value $13.04M Shares 42,507 Est. Cost $339.47 Unrealized -3.3%
CMG Chipotle Mexican Grill 1.7%
Value $12.24M Shares 8,616 Est. Cost $24.15 Unrealized +19.8%
TSCO Tractor Supply Co. 1.6%
Value $11.78M Shares 66,538 Est. Cost $26.35 Unrealized +11.8%
TWLO Twilio Inc 1.6%
Value $11.71M Shares 34,360 Est. Cost $374.56 Unrealized 0.0%
Zendesk, Inc. 1.6%
Value $11.71M Shares 88,258 Est. Cost $101.96 Unrealized
NFLX Netflix Inc 1.4%
Value $10.66M Shares 20,432 Est. Cost $53.04 Unrealized 0.0%
QCOM Qualcomm Inc. 1.2%
Value $9.063M Shares 68,356 Est. Cost $124.71 Unrealized +4.0%
GPN Global Payments Inc. 1.1%
Value $8.363M Shares 41,488 Est. Cost $166.88 Unrealized +14.3%
TDG Transdigm Group, Inc. 1.1%
Value $7.879M Shares 13,402 Est. Cost $450.15 Unrealized +8.8%
COST Costco Wholesale Corp 1.0%
Value $7.464M Shares 21,176 Est. Cost $347.39 Unrealized -5.1%
U Unity Software, Inc. 0.6%
Value $4.547M Shares 45,334 Est. Cost $122.87 Unrealized +0.2%
JCI Johnson Controls, Inc. 0.3%
Value $2.178M Shares 36,498 Est. Cost $33.74 Unrealized +48.1%
AMT American Tower Corporation 0.1%
Value $490K Shares 2,050 Est. Cost $110.05 Unrealized +74.7%
SBUX Starbucks Corporation 0.0%
Value $279K Shares 2,550 Est. Cost $94.02 Unrealized 0.0%
PG Procter & Gamble Co. 0.0%
Value $203K Shares 1,500 Est. Cost $115.68 Unrealized 0.0%