The Ithaka Group adds HWM, AVGO, CRDO and exits BX, ELF, MRVL, TTD

Ithaka Group underperformed the Russell 1000 Growth Index in Q4 2025, returning a loss of 5.9% gross as compared to a gain of 1.1% for the R1000G.
In Q4 2025, the fund added new positions in Howmet (NYSE:HWM), Broadcom (NASDAQ:AVGO), and Credo (NASDAQ:CRDO).
During Q4 2025, the fund exited positions in Blackstone (NYSE:BX), e.l.f. Beauty (NYSE:ELF), Marvell (NASDAQ:MRVL), and The Trade Desk (NASDAQ:TTD).
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