SHAKER INVESTMENTS LLC/OH
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AX | 400K | $33.84M |
 | ARRY | 79K | $645.03K |
 | NVDA | 66K | $12.30M |
 | IRMD | 63K | $4.50M |
 | MCHP | 62K | $3.98M |
 | SRAD | 51K | $1.37M |
 | UBER | 46K | $4.48M |
 | CELH | 44K | $2.54M |
 | OPRA | 42K | $871.50K |
 | ORLY | 42K | $4.52M |
 | FTNT | 41K | $3.47M |
 | DXCM | 40K | $2.69M |
 | MU | 38K | $6.37M |
 | AVGO | 37K | $12.30M |
 | CART | 37K | $1.36M |
 | OLLI | 35K | $4.47M |
 | GOOGL | 34K | $8.30M |
 | ANET | 31K | $4.45M |
 | AMZN | 30K | $6.65M |
 | EOG | 30K | $3.39M |
Axos Financial, Inc.
AX
Shares Held
400K
Value
$33.84M
Array Technologies, Inc.
ARRY
Shares Held
79K
Value
$645.03K
NVIDIA Corporation
NVDA
Shares Held
66K
Value
$12.30M
IRadimed Corporation
IRMD
Shares Held
63K
Value
$4.50M
Microchip Technology Incorporated
MCHP
Shares Held
62K
Value
$3.98M
Sportradar Group AG
SRAD
Shares Held
51K
Value
$1.37M
Uber Technologies, Inc.
UBER
Shares Held
46K
Value
$4.48M
Celsius Holdings, Inc.
CELH
Shares Held
44K
Value
$2.54M
Opera Limited
OPRA
Shares Held
42K
Value
$871.50K
O'Reilly Automotive, Inc.
ORLY
Shares Held
42K
Value
$4.52M
Fortinet, Inc.
FTNT
Shares Held
41K
Value
$3.47M
DexCom, Inc.
DXCM
Shares Held
40K
Value
$2.69M
Micron Technology, Inc.
MU
Shares Held
38K
Value
$6.37M
Broadcom Inc.
AVGO
Shares Held
37K
Value
$12.30M
Instacart (Maplebear Inc.)
CART
Shares Held
37K
Value
$1.36M
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
35K
Value
$4.47M
Alphabet Inc.
GOOGL
Shares Held
34K
Value
$8.30M
Arista Networks, Inc.
ANET
Shares Held
31K
Value
$4.45M
Amazon.com, Inc.
AMZN
Shares Held
30K
Value
$6.65M
EOG Resources, Inc.
EOG
Shares Held
30K
Value
$3.39M