SHAKER INVESTMENTS LLC/OH
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AX | 379K | $32.63M |
 | NVDA | 68K | $12.72M |
 | IRMD | 62K | $6.06M |
 | SRAD | 50K | $1.18M |
 | MCHP | 48K | $3.08M |
 | UBER | 45K | $3.72M |
 | CELH | 43K | $1.99M |
 | ORLY | 42K | $3.81M |
 | DXCM | 40K | $2.64M |
 | AVGO | 37K | $12.76M |
 | NFLX | 35K | $3.33M |
 | MU | 34K | $9.80M |
 | OLLI | 34K | $3.76M |
 | GOOGL | 34K | $10.63M |
 | AAPL | 32K | $8.79M |
 | ARRY | 32K | $292.69K |
 | ANET | 30K | $3.98M |
 | AMZN | 30K | $6.93M |
 | EOG | 30K | $3.15M |
 | CART | 26K | $1.19M |
Axos Financial, Inc.
AX
Shares Held
379K
Value
$32.63M
NVIDIA Corporation
NVDA
Shares Held
68K
Value
$12.72M
IRadimed Corporation
IRMD
Shares Held
62K
Value
$6.06M
Sportradar Group AG
SRAD
Shares Held
50K
Value
$1.18M
Microchip Technology Incorporated
MCHP
Shares Held
48K
Value
$3.08M
Uber Technologies, Inc.
UBER
Shares Held
45K
Value
$3.72M
Celsius Holdings, Inc.
CELH
Shares Held
43K
Value
$1.99M
O'Reilly Automotive, Inc.
ORLY
Shares Held
42K
Value
$3.81M
DexCom, Inc.
DXCM
Shares Held
40K
Value
$2.64M
Broadcom Inc.
AVGO
Shares Held
37K
Value
$12.76M
Netflix, Inc.
NFLX
Shares Held
35K
Value
$3.33M
Micron Technology, Inc.
MU
Shares Held
34K
Value
$9.80M
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
34K
Value
$3.76M
Alphabet Inc.
GOOGL
Shares Held
34K
Value
$10.63M
Apple Inc.
AAPL
Shares Held
32K
Value
$8.79M
Array Technologies, Inc.
ARRY
Shares Held
32K
Value
$292.69K
Arista Networks, Inc.
ANET
Shares Held
30K
Value
$3.98M
Amazon.com, Inc.
AMZN
Shares Held
30K
Value
$6.93M
EOG Resources, Inc.
EOG
Shares Held
30K
Value
$3.15M
Instacart (Maplebear Inc.)
CART
Shares Held
26K
Value
$1.19M