StockDriftsStockDriftsTop 37 Ithaka Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 8.15% | 225.1K | $39.3M | -16.76%(-45.32K) | $12.47(+1791.00%) | 2026-03-31 | |
| AMZN | Amazon.com Inc. | 8.09% | 187.2K | $39.0M | -5.40%(-10.68K) | $75.80(+252.53%) | 2026-03-31 | |
| META | Meta Platforms, Inc. | 6.68% | 56.3K | $32.2M | +1.97%(+1.09K) | $471.64(+31.12%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 6.5% | 84.6K | $31.3M | +2.19%(+1.81K) | $177.12(+131.16%) | 2026-03-31 | |
| MA | Mastercard Inc. | 6.48% | 62.5K | $31.2M | +1.86%(+1.14K) | $203.91(+140.27%) | 2026-03-31 | |
| NOW | ServiceNow, Inc. | 4.54% | 209.3K | $21.9M | +1.80%(+3.71K) | $54.70(+65.43%) | 2026-03-31 | |
| NFLX | Netflix Inc | 4.17% | 209.0K | $20.1M | +1.94%(+3.98K) | $44.21(+96.66%) | 2026-03-31 | |
| ISRG | Intuitive Surgical, Inc. | 3.91% | 40.9K | $18.9M | +1.92%(+771) | $214.61(+99.46%) | 2026-03-31 | |
| LLY | Eli Lilly & Co. | 3.85% | 20.2K | $18.5M | +135.01%(+11.58K) | $904.25(+11.33%) | 2026-03-31 | |
| GOOG | Alphabet Inc. Class C | 3.45% | 58.0K | $16.6M | +24.27%(+11.33K) | $227.91(+74.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.31% | +106.37% |
| Top 20 Holdings Unweighted | +22.50% | +83.84% |
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