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Disclosery

ITHAKA GROUP LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ITHAKA GROUP LLC on AVGO, newest first. How the timeline and the estimate are built.

ITHAKA GROUP LLC held 31,070 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,070 shares
    Change vs previous 13F +13,966 shares

    2.13% of the 13F portfolio, value $11,736,692.

    13F-HR 0001104659-26-093794 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,104 shares
    Change vs previous 13F +683 shares

    1.1% of the 13F portfolio, value $5,293,859.

    13F-HR 0001104659-26-059088 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,421 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $5,683,308.

    13F-HR 0001104659-26-012519 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).