Back to SHAKER INVESTMENTS LLC/OH

SHAKER INVESTMENTS LLC/OH

Q2 2026 13F filing

Updated 58 days ago

87 disclosed positions worth $278.2M

Portfolio value
$278.2M
Total holdings
87
New positions
21
Closed positions
16
Increased
21
Decreased
34
Turnover
42.5%
Filed
2026-07-15

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

Axos Financial Inc.

-3.4%
Value
$34.7M
Shares
356.4K
% Port
12.47%
M
2.MU

Micron Technology

-11.9%
Value
$17M
Shares
14.7K
% Port
6.10%
N

NVIDIA Corp

+17.1%
Value
$15.2M
Shares
75.7K
% Port
5.45%
G

Alphabet Inc.

-0.7%
Value
$11.4M
Shares
32.0K
% Port
4.11%
T

Taiwan Semiconductor-Sp Adr

-0.8%
Value
$11.4M
Shares
23.8K
% Port
4.09%
A

Broadcom Ltd.

-0.6%
Value
$11.3M
Shares
29.8K
% Port
4.05%
A

Apple Inc.

-0.9%
Value
$8.8M
Shares
30.6K
% Port
3.18%
I

iRadimed Corp

+36.0%
Value
$7.8M
Shares
81.6K
% Port
2.80%
A

Amazon.com

+35.0%
Value
$7.6M
Shares
32.0K
% Port
2.75%
?
10.N/A

SPDR S&P Biotech ETF (XBI)

+2.7%
Value
$6.3M
Shares
39.5K
% Port
2.25%
M

Microchip Technology

+32.4%
Value
$5.5M
Shares
60.8K
% Port
1.99%
L
12.LLY

Eli Lilly & Company

+108.8%
Value
$5M
Shares
4.2K
% Port
1.80%
L
13.LRCX

Lam Research Corp.

+448.1%
Value
$4.9M
Shares
11.4K
% Port
1.77%
A
14.ANET

Arista Networks, Inc.

-0.8%
Value
$4.9M
Shares
28.6K
% Port
1.75%
A
15.AMAT

Applied Materials

+139.2%
Value
$4.8M
Shares
6.6K
% Port
1.73%
M
16.MSFT

Microsoft Corp

-29.7%
Value
$4.7M
Shares
12.6K
% Port
1.69%
V
17.VRT

Vertiv Holdings Co

-0.7%
Value
$4.7M
Shares
13.9K
% Port
1.67%
F
18.FIX

Comfort Systems USA Inc.

-1.1%
Value
$4.5M
Shares
2.3K
% Port
1.62%
W

Wintrust Financial Corp

-0.7%
Value
$4.3M
Shares
26.9K
% Port
1.55%
?
20.N/A

SPDR - Energy Select Sector (XLE)

+100.7%
Value
$3.8M
Shares
71.0K
% Port
1.35%
G

Goldman Sachs Group

-0.6%
Value
$3.7M
Shares
3.6K
% Port
1.32%
E
22.ETN

Eaton Corp.

-0.7%
Value
$3.7M
Shares
8.6K
% Port
1.31%
?
23.N/A

Fortinet Inc.

-0.7%
Value
$3.6M
Shares
23.4K
% Port
1.29%
M

Morgan Stanley

-0.7%
Value
$3.5M
Shares
16.7K
% Port
1.25%
C
25.CASY

Casey's General Stores, Inc.

-43.1%
Value
$3.3M
Shares
4.2K
% Port
1.19%
?
26.N/A

Utilities Select Sector SPDR (XLU)

-0.8%
Value
$3.2M
Shares
69.5K
% Port
1.13%
S
27.STX

Seagate Technology PLC

Value
$3.1M
Shares
3.2K
% Port
1.11%
V
28.VGES

Vanguard FTSE All-World Ex-US ETF (VEU)

+0.6%
Value
$2.9M
Shares
34.3K
% Port
1.03%
W
29.WCC

WESCO International, Inc.

-0.7%
Value
$2.9M
Shares
8.3K
% Port
1.03%
M
30.MPWR

Monolithic Power Systems Inc

+150.2%
Value
$2.8M
Shares
2.1K
% Port
1.02%
J

JPMorgan Chase & Co.

-0.9%
Value
$2.8M
Shares
8.6K
% Port
1.02%
G
32.GE

GE Aerospace

+15.5%
Value
$2.7M
Shares
7.2K
% Port
0.97%
N
33.NUE

Nucor Corp

-0.7%
Value
$2.6M
Shares
11.7K
% Port
0.94%
V
34.VGES

Vanguard Emerging Market ETF (VWO)

-0.2%
Value
$2.5M
Shares
42.7K
% Port
0.92%
M
35.META

Meta Platforms Inc.

-0.7%
Value
$2.5M
Shares
4.4K
% Port
0.88%
?
36.N/A

Reddit Inc

Value
$2.4M
Shares
14.0K
% Port
0.87%
E
37.ESE

ESCO Technologies Inc.

Unchanged
Value
$2.4M
Shares
6.9K
% Port
0.86%
N
38.NXT

Nextpower Inc

+10.0%
Value
$2.3M
Shares
19.6K
% Port
0.84%
G
39.GEV

GE Vernova Inc

Value
$2.3M
Shares
2.0K
% Port
0.83%
S
40.SPY

SPDR S&P 500 ETF Trust (SPY)

-0.0%
Value
$2.2M
Shares
3.0K
% Port
0.80%
A

ASML Holding NV

+189.5%
Value
$2.2M
Shares
1.1K
% Port
0.79%
U
42.UBER

Uber Technologies Inc.

-0.5%
Value
$2.2M
Shares
30.3K
% Port
0.79%
S

SPDR S&P 500 ETF (SPYM)

+4.2%
Value
$2.2M
Shares
24.8K
% Port
0.78%
?
44.N/A

Sterling Infrastructure Inc

Unchanged
Value
$2.1M
Shares
2.5K
% Port
0.77%
A
45.AMD

Advanced Micro Devices

Value
$2.1M
Shares
3.5K
% Port
0.74%
O
46.ORLY

O'Reilly Automotive

-1.6%
Value
$2M
Shares
21.7K
% Port
0.72%
?
47.N/A

SPDR S&P Metals & Mining ETF (XME)

+7.9%
Value
$1.9M
Shares
18.2K
% Port
0.70%
T
48.TJX

TJX Cos Inc/The

-0.7%
Value
$1.9M
Shares
12.2K
% Port
0.67%
L
49.LITE

Lumentum Holdings Inc.

Value
$1.8M
Shares
2.1K
% Port
0.65%
?
50.N/A

Invesco S&P 500 Eql Wgt Energy ETF (RSPG)

-0.7%
Value
$1.8M
Shares
18.1K
% Port
0.64%