Stock Taper 
SHAKER INVESTMENTS LLC/OH
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Reddit, Inc. | RDDT | 14K | $2.43M |
 Vertiv Holdings Co | VRT | 13.89K | $4.65M |
 Microsoft Corporation | MSFT | 12.63K | $4.71M |
 The TJX Companies, Inc. | TJX | 12.22K | $1.85M |
 Nucor Corporation | NUE | 11.75K | $2.62M |
 Lam Research Corporation | LRCX | 11.36K | $4.92M |
 Graham Corporation | GHM | 10.7K | $1.32M |
 Warby Parker Inc. | WRBY | 8.73K | $264.81K |
 JPMorgan Chase & Co. | JPM | 8.63K | $2.82M |
 Eaton Corporation plc | ETN | 8.58K | $3.66M |
 WESCO International, Inc. | WCC | 8.27K | $2.85M |
 Amphenol Corporation | APH | 7.57K | $1.33M |
 GE Aerospace | GE | 7.23K | $2.7M |
 Cognex Corporation | CGNX | 6.95K | $502.96K |
 ESCO Technologies Inc. | ESE | 6.86K | $2.4M |
 Applied Materials, Inc. | AMAT | 6.64K | $4.8M |
 Diodes Incorporated | DIOD | 5.68K | $621.95K |
 Lattice Semiconductor Corporation | LSCC | 5.08K | $776.58K |
 Expedia Group, Inc. | EXPE | 4.71K | $1.2M |
 Maplebear Inc. | CART | 4.55K | $215.54K |