LETTERS

Ithaka US Growth Strategy 2025 Q4 Letter

Fund:

Ithaka US Growth Strategy

Key Person: Andy Colyer, Scott O'Gorman

Tickers in this letter

AMD, AMZN, AVGO, BX, CRDO, ELF, GOOG, HWM, ISRG, LLY, META, MRVL, NFLX, NOW, ORCL, SHOP, TTD, UBER, VEEV

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