ITHAKA GROUP LLC Long-Term Concentrated

Location: Arlington, VA

CIK: 0001484043 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value: $722M (100.0% shares, 0.0% debt)

Holdings (39)

AMZN Amazon.com Inc. 7.7%
Value $55.79M Shares 17,115 Est. Cost $45.97 Unrealized +236.1%
MSFT Microsoft Corporation 7.7%
Value $55.27M Shares 179,253 Est. Cost $95.31 Unrealized +205.7%
NVDA NVIDIA Corp 7.3%
Value $52.42M Shares 192,127 Est. Cost $16.50 Unrealized +51.7%
NOW ServiceNow, Inc. 6.5%
Value $46.92M Shares 84,260 Est. Cost $31.49 Unrealized +255.8%
MA Mastercard Inc. 6.0%
Value $43.31M Shares 121,182 Est. Cost $104.15 Unrealized +237.6%
AAPL Apple Inc. 5.1%
Value $36.61M Shares 209,689 Est. Cost $129.53 Unrealized +27.3%
V VISA Inc. 4.0%
Value $28.57M Shares 128,849 Est. Cost $72.14 Unrealized +191.2%
CRM Salesforce.com Inc 3.9%
Value $28.49M Shares 134,197 Est. Cost $69.26 Unrealized +207.0%
META Meta Platforms, Inc. 3.9%
Value $28.09M Shares 126,344 Est. Cost $179.66 Unrealized +38.1%
ADBE Adobe Inc. 3.5%
Value $24.97M Shares 54,814 Est. Cost $128.21 Unrealized +275.3%
ISRG Intuitive Surgical, Inc. 3.3%
Value $23.57M Shares 78,132 Est. Cost $286.76 Unrealized +1.9%
VEEV Veeva Systems Inc. 3.2%
Value $23.05M Shares 108,508 Est. Cost $74.97 Unrealized +189.4%
DXCM DexCom, Inc. 3.2%
Value $22.79M Shares 44,546 Est. Cost $35.40 Unrealized +209.0%
QCOM Qualcomm Inc. 2.9%
Value $20.65M Shares 135,136 Est. Cost $139.39 Unrealized +10.2%
PYPL PayPal Holdings, Inc. 2.7%
Value $19.43M Shares 168,010 Est. Cost $51.47 Unrealized +157.9%
EW Edwards Lifesciences Corp. 2.6%
Value $19.01M Shares 161,449 Est. Cost $63.87 Unrealized +75.6%
TSCO Tractor Supply Co. 2.5%
Value $17.84M Shares 76,439 Est. Cost $27.87 Unrealized +48.1%
CMG Chipotle Mexican Grill 2.5%
Value $17.81M Shares 11,257 Est. Cost $25.28 Unrealized +19.1%
XYZ Square, Inc. Class A 2.4%
Value $17.15M Shares 126,457 Est. Cost $48.07 Unrealized +151.8%
LULU Lululemon Athletica Inc. 2.3%
Value $16.91M Shares 46,310 Est. Cost $345.28 Unrealized -5.7%
ALGN Align Technology Inc 2.3%
Value $16.31M Shares 37,398 Est. Cost $214.77 Unrealized +126.6%
NFLX Netflix Inc 2.1%
Value $15.04M Shares 40,165 Est. Cost $52.47 Unrealized -20.7%
MELI MercadoLibre, Inc. 2.1%
Value $14.9M Shares 12,523 Est. Cost $750.52 Unrealized +45.0%
PODD Insulet Corp 2.0%
Value $14.47M Shares 54,324 Est. Cost $267.55 Unrealized -8.3%
ASML ASML Hldg NV NY Reg Shs 2.0%
Value $14.45M Shares 21,639 Est. Cost $783.21 Unrealized
AMD Advanced Micro Devices 1.8%
Value $13.28M Shares 121,453 Est. Cost $120.69 Unrealized -1.1%
TWLO Twilio Inc 1.3%
Value $9.265M Shares 56,217 Est. Cost $341.69 Unrealized -46.7%
BURL Burlington Stores, Inc. 0.9%
Value $6.694M Shares 36,745 Est. Cost $154.05 Unrealized +42.2%
MRVL Marvell Technology Grp 0.9%
Value $6.615M Shares 92,249 Est. Cost $70.89 Unrealized 0.0%
U Unity Software, Inc. 0.7%
Value $4.757M Shares 47,953 Est. Cost $124.02 Unrealized -16.5%
SHOP Shopify Inc. 0.5%
Value $3.317M Shares 4,907 Est. Cost $82.11 Unrealized 0.0%
JCI Johnson Controls, Inc. 0.3%
Value $2.393M Shares 36,498 Est. Cost $33.74 Unrealized +88.6%
AMT American Tower Corporation 0.1%
Value $515K Shares 2,050 Est. Cost $110.05 Unrealized +95.2%
PG Procter & Gamble Co. 0.0%
Value $229K Shares 1,500 Est. Cost $115.68 Unrealized +22.9%
GOOG Alphabet Inc. Class C 0.0%
Value $223K Shares 80 Est. Cost $118.29 Unrealized +14.1%
EQBBF EQT AB 0.0%
Value $216K Shares 5,451 Est. Cost $25.22 Unrealized -18.3%
ADYYF Adyen N.V. 0.0%
Value $215K Shares 104 Est. Cost $2044.78 Unrealized 0.0%
SBUX Starbucks Corporation 0.0%
Value $214K Shares 2,350 Est. Cost $94.02 Unrealized -8.6%
Hexagon Aktiebolag 0.0%
Value $146K Shares 10,336 Est. Cost $15.26 Unrealized