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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Ithaka US Growth Strategy
Value
$555M
Stocks
39 Stocks
Turnover
0.0%
Top Holdings
AMD(7.68%) IDV(7.60%) AMZN(7.59%) GOOG(5.98%) CRWD(4.76%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| AMD | None | Advanced Micro Devices Inc. | Information Technology | $42.3M | 0 | 7.7% | 0 | No Change |
| IDV | None | NVIDIA Corp | General | $41.8M | 0 | 7.6% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $41.8M | 0 | 7.6% | 0 | No Change |
| GOOG | None | Alphabet Inc. | Communication Services | $32.9M | 0 | 6.0% | 0 | No Change |
| CRWD | None | CrowdStrike Holdings, Inc. | Information Technology | $26.2M | 0 | 4.8% | 0 | No Change |
| LLY | None | Eli Lilly and Company | Health Care | $25.3M | 0 | 4.6% | 0 | No Change |
| MA | None | Mastercard Incorporated | Financials | $23.1M | 0 | 4.2% | 0 | No Change |
| MSFT | None | Microsoft Corporation | Information Technology | $22.9M | 0 | 4.2% | 0 | No Change |
| PANW | None | Palo Alto Networks, Inc. | Information Technology | $22.7M | 0 | 4.1% | 0 | No Change |
| META | None | Meta Platforms, Inc. | Communication Services | $21.5M | 0 | 3.9% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 16 | $227.7M | 41.4% |
| General | 3 | $73.1M | 13.3% |
| Industrials | 8 | $57.4M | 10.4% |
| Communication Services | 3 | $54.6M | 9.9% |
| Consumer Discretionary | 2 | $54.2M | 9.9% |
| Financials | 4 | $42.5M | 7.7% |
| Health Care | 2 | $40.5M | 7.4% |
| Consumer Staples | 1 | $220K | 0.0% |