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Disclosery

ITHAKA GROUP LLC: NVDA position timeline

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

ITHAKA GROUP LLC held 209,018 NVDA 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 209,018 shares
    Change vs previous 13F -16,106 shares

    7.59% of the 13F portfolio, value $41,822,412.

    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 225,124 shares
    Change vs previous 13F -45,324 shares

    8.15% of the 13F portfolio, value $39,261,626.

    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 270,448 shares
    Change vs previous 13F +3,492 shares

    8.99% of the 13F portfolio, value $50,438,552.

    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).

  4. period ended2025-09-30
    13F 266,956 shares
    Change vs previous 13F -40,614 shares

    8.5% of the 13F portfolio, value $49,808,650.

    13F-HR 0001104659-25-109736 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).

  5. period ended2025-06-30
    13F 307,570 shares
    Change vs previous 13F -32,044 shares

    8.32% of the 13F portfolio, value $48,592,984.

    13F-HR 0001104659-25-076721 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).

  6. period ended2025-03-31
    13F 339,614 shares
    Change vs previous 13F +5,840 shares

    7.5% of the 13F portfolio, value $36,807,365.

    13F-HR 0001104659-25-046665 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).

  7. period ended2024-12-31
    13F 333,774 shares
    Change vs previous 13F -23,250 shares

    8.26% of the 13F portfolio, value $44,822,510.

    13F-HR 0001104659-25-010799 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).

  8. period ended2024-09-30
    13F 357,024 shares
    Change vs previous 13F not available

    8.22% of the 13F portfolio, value $43,356,995.

    13F-HR 0001104659-24-116524 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).