Stock Taper

SHAKER INVESTMENTS LLC/OH

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Axos Financial, Inc.AX356.38K$34.71M
IRadimed CorporationIRMD81.64K$7.8M
NVIDIA CorporationNVDA75.72K$15.15M
Microchip Technology IncorporatedMCHP60.76K$5.54M
Celsius Holdings, Inc.CELH39.97K$1.17M
Amazon.com, Inc.AMZN32.05K$7.64M
Alphabet Inc.GOOGL31.97K$11.43M
Apple Inc.AAPL30.55K$8.84M
Uber Technologies, Inc.UBER30.31K$2.19M
Broadcom Inc.AVGO29.84K$11.27M
Arista Networks, Inc.ANET28.58K$4.86M
Wintrust Financial CorporationWTFC26.89K$4.32M
Taiwan Semiconductor Manufacturing Company LimitedTSM23.83K$11.38M
Fortinet, Inc.FTNT23.44K$3.6M
O'Reilly Automotive, Inc.ORLY21.72K$2M
Nextpower Inc.NXT19.61K$2.34M
Halozyme Therapeutics, Inc.HALO17K$1.33M
Morgan StanleyMS16.68K$3.49M
DexCom, Inc.DXCM16.6K$1.12M
Micron Technology, Inc.MU14.71K$16.97M