SHAKER INVESTMENTS LLC/OH
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AX | 369K | $31.37M |
 | NVDA | 65K | $11.28M |
 | IRMD | 60K | $5.78M |
 | MCHP | 46K | $2.97M |
 | CELH | 40K | $1.43M |
 | NFLX | 34K | $3.23M |
 | GOOGL | 32K | $9.26M |
 | OLLI | 31K | $2.84M |
 | AAPL | 31K | $7.82M |
 | UBER | 30K | $2.19M |
 | ARRY | 30K | $217.57K |
 | AVGO | 30K | $9.29M |
 | ANET | 29K | $3.54M |
 | WTFC | 27K | $3.76M |
 | TSM | 24K | $8.11M |
 | AMZN | 24K | $4.94M |
 | FTNT | 24K | $1.93M |
 | ORLY | 22K | $2.04M |
 | PODD | 19K | $3.89M |
 | MSFT | 18K | $6.65M |
Axos Financial, Inc.
AX
Shares Held
369K
Value
$31.37M
NVIDIA Corporation
NVDA
Shares Held
65K
Value
$11.28M
IRadimed Corporation
IRMD
Shares Held
60K
Value
$5.78M
Microchip Technology Incorporated
MCHP
Shares Held
46K
Value
$2.97M
Celsius Holdings, Inc.
CELH
Shares Held
40K
Value
$1.43M
Netflix, Inc.
NFLX
Shares Held
34K
Value
$3.23M
Alphabet Inc.
GOOGL
Shares Held
32K
Value
$9.26M
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
31K
Value
$2.84M
Apple Inc.
AAPL
Shares Held
31K
Value
$7.82M
Uber Technologies, Inc.
UBER
Shares Held
30K
Value
$2.19M
Array Technologies, Inc.
ARRY
Shares Held
30K
Value
$217.57K
Broadcom Inc.
AVGO
Shares Held
30K
Value
$9.29M
Arista Networks, Inc.
ANET
Shares Held
29K
Value
$3.54M
Wintrust Financial Corporation
WTFC
Shares Held
27K
Value
$3.76M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
24K
Value
$8.11M
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$4.94M
Fortinet, Inc.
FTNT
Shares Held
24K
Value
$1.93M
O'Reilly Automotive, Inc.
ORLY
Shares Held
22K
Value
$2.04M
Insulet Corp.
PODD
Shares Held
19K
Value
$3.89M
Microsoft Corporation
MSFT
Shares Held
18K
Value
$6.65M