Long-term investor
Ithaka Group LLC @ithakagroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001484043).
Record
- Tracked since 2025-12-31 (261 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -8.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMD · 7.7% · long · since 2025-12-31
- NVDA · 7.6% · long · since 2025-12-31
- AMZN · 7.6% · long · since 2025-12-31
- GOOG · 6.0% · long · since 2025-12-31
- CRWD · 4.8% · long · since 2025-12-31
- LLY · 4.6% · long · since 2025-12-31
- MA · 4.2% · long · since 2025-12-31
- MSFT · 4.2% · long · since 2025-12-31
- PANW · 4.1% · long · since 2025-12-31
- META · 3.9% · long · since 2025-12-31
- NOW · 3.5% · long · since 2025-12-31
- ANET · 3.0% · long · since 2025-12-31