Stock Taper

SHAKER INVESTMENTS LLC/OH

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Meta Platforms, Inc.META4.37K$2.46M
Eli Lilly and CompanyLLY4.17K$5.01M
Casey's General Stores, Inc.CASY4.16K$3.31M
Ingles Markets, IncorporatedIMKTA4.08K$361.41K
Preformed Line Products CompanyPLPC4K$1.64M
Boot Barn Holdings, Inc.BOOT3.92K$643.45K
The Goldman Sachs Group, Inc.GS3.62K$3.66M
Advanced Micro Devices, Inc.AMD3.55K$2.06M
Seagate Technology Holdings plcSTX3.2K$3.09M
LeMaitre Vascular, Inc.LMAT3.19K$305.73K
Sterling Infrastructure, Inc.STRL2.55K$2.14M
The Gorman-Rupp CompanyGRC2.47K$226.32K
Comfort Systems USA, Inc.FIX2.27K$4.5M
Trane Technologies plcTT2.18K$1.07M
Lumentum Holdings Inc.LITE2.09K$1.8M
Monolithic Power Systems, Inc.MPWR2.06K$2.85M
GE Vernova Inc.GEV1.95K$2.3M
Guardant Health, Inc.GH1.46K$218.44K
Credo Technology Group Holding LtdCRDO1.4K$381.55K
Dell Technologies Inc.DELL1.4K$604.04K