Stock Taper 
SHAKER INVESTMENTS LLC/OH
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOG | 676 | $238.85K |
 Dycom Industries, Inc. | DY | 764 | $386.27K |
 CACI International Inc | CACI | 921 | $426.66K |
 Lincoln Electric Holdings, Inc. | LECO | 1.01K | $267.63K |
 ASML Holding N.V. | ASML | 1.1K | $2.19M |
 Astera Labs, Inc. Common Stock | ALAB | 1.32K | $638.55K |
 Dell Technologies Inc. | DELL | 1.4K | $604.04K |
 Credo Technology Group Holding Ltd | CRDO | 1.4K | $381.55K |
 Guardant Health, Inc. | GH | 1.46K | $218.44K |
 GE Vernova Inc. | GEV | 1.95K | $2.3M |
 Monolithic Power Systems, Inc. | MPWR | 2.06K | $2.85M |
 Lumentum Holdings Inc. | LITE | 2.09K | $1.8M |
 Trane Technologies plc | TT | 2.18K | $1.07M |
 Comfort Systems USA, Inc. | FIX | 2.27K | $4.5M |
 The Gorman-Rupp Company | GRC | 2.47K | $226.32K |
 Sterling Infrastructure, Inc. | STRL | 2.55K | $2.14M |
 LeMaitre Vascular, Inc. | LMAT | 3.19K | $305.73K |
 Seagate Technology Holdings plc | STX | 3.2K | $3.09M |
 Advanced Micro Devices, Inc. | AMD | 3.55K | $2.06M |
 The Goldman Sachs Group, Inc. | GS | 3.62K | $3.66M |