SHAKER INVESTMENTS LLC/OH
CIK: 1009005SEC EDGAR →
Portfolio Value
$71.0B
Holdings
82
As of
Q1 2026
New Positions
82
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Axos Financial Inc. | 368,712 | $31.4B | 44.16% |
| 2 | iRadimed Corp | 60,040 | $5.8B | 8.14% |
| 3 | Netflix Inc. | 33,600 | $3.2B | 4.55% |
| 4 | Utilities Select Sector SPDR (XLU) | 70,086 | $3.2B | 4.53% |
| 5 | Microchip Technology | 45,898 | $3.0B | 4.17% |
| 6 | Ollie's Bargain Outlet Holdings Inc. | 30,883 | $2.8B | 4.00% |
| 7 | Vanguard FTSE All-World Ex-US ETF (VEU) | 34,113 | $2.6B | 3.61% |
| 8 | Vanguard Emerging Market ETF (VWO) | 42,774 | $2.3B | 3.25% |
| 9 | Uber Technologies Inc. | 30,467 | $2.2B | 3.08% |
| 10 | SPDR - Energy Select Sector (XLE) | 35,364 | $2.2B | 3.05% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 4 | $31.4B | 44.2% |
| Financial Services | 23 | $12.8B | 18.0% |
| Technology | 21 | $8.5B | 12.0% |
| Healthcare | 5 | $6.9B | 9.7% |
| Consumer Defensive | 3 | $4.6B | 6.5% |
| Communication Services | 4 | $3.4B | 4.8% |
| Consumer Cyclical | 7 | $2.1B | 2.9% |
| Industrials | 13 | $1.2B | 1.6% |
| Energy | 1 | $217.6M | 0.3% |
| Basic Materials | 1 | $2.0M | 0.0% |