Stock Taper 
SHAKER INVESTMENTS LLC/OH
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 11.36K | $4.92M |
 Nucor Corporation | NUE | 11.75K | $2.62M |
 The TJX Companies, Inc. | TJX | 12.22K | $1.85M |
 Microsoft Corporation | MSFT | 12.63K | $4.71M |
 Vertiv Holdings Co | VRT | 13.89K | $4.65M |
 Reddit, Inc. | RDDT | 14K | $2.43M |
 Micron Technology, Inc. | MU | 14.71K | $16.97M |
 DexCom, Inc. | DXCM | 16.6K | $1.12M |
 Morgan Stanley | MS | 16.68K | $3.49M |
 Halozyme Therapeutics, Inc. | HALO | 17K | $1.33M |
 Nextpower Inc. | NXT | 19.61K | $2.34M |
 O'Reilly Automotive, Inc. | ORLY | 21.72K | $2M |
 Fortinet, Inc. | FTNT | 23.44K | $3.6M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 23.83K | $11.38M |
 Wintrust Financial Corporation | WTFC | 26.89K | $4.32M |
 Arista Networks, Inc. | ANET | 28.58K | $4.86M |
 Broadcom Inc. | AVGO | 29.84K | $11.27M |
 Uber Technologies, Inc. | UBER | 30.31K | $2.19M |
 Apple Inc. | AAPL | 30.55K | $8.84M |
 Alphabet Inc. | GOOGL | 31.97K | $11.43M |