Ithaka Group LLC - Q42025 Holdings

Ithaka Group LLC holds 39 stocks with a total portfolio value of $ 561.04M as of Q42025. In Q42025, Ithaka Group LLC added 6 new positions, increased stakes in 29 stocks, reduced 1 holding, and fully exited 5 positions. The largest holding is Nvidia Corp (NVDA), representing 8.99% of the total portfolio.