Ithaka Group Adds TSM and LRCX; Exits NFLX and INTU in Q2 Portfolio Changes
In its second-quarter moves, Ithaka Group added positions in Taiwan Semiconductor Manufacturing Company (TSM) and Lam Research Corporation (LRCX), while exiting Netflix Inc. (NFLX) and Intuit Inc. (INTU). The fund outperformed the Russell 1000 Growth Index by 500 basis points during the quarter, achieving a gross return of 21.7% compared to the index's 16.7%.
Tickers: $HEI $INTU $LAMR $LRCX $NFLX $TSM