Ithaka Group LLC - Q22026 Holdings

Ithaka Group LLC holds 40 stocks with a total portfolio value of $ 550.8M as of Q22026. In Q22026, Ithaka Group LLC added 6 new positions, increased stakes in 5 stocks, reduced 23 holdings, and fully exited 4 positions. The largest holding is Advanced Micro Devices (AMD), representing 7.68% of the total portfolio.