SHAKER INVESTMENTS LLC/OH

CIK: 0001009005SEC EDGAR →

Portfolio Value

$240.4B

Holdings

83

As of

Q4 2025

New Positions

83

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Axos Financial Inc.

378,670$32.6B
13.57%
2

Broadcom Ltd.

36,877$12.8B
5.31%
3

NVIDIA Corp

68,222$12.7B
5.29%
4

Alphabet Inc.

33,957$10.6B
4.42%
5

Microsoft Corp

21,121$10.2B
4.25%
6

Micron Technology

34,322$9.8B
4.08%
7

Apple Inc.

32,318$8.8B
3.65%
8

Taiwan Semiconductor-Sp Adr

25,349$7.7B
3.20%
9

Amazon.com

30,038$6.9B
2.88%
10

Insulet Corp.

23,352$6.6B
2.76%

Quarterly Changes

Top Buys

BB4NEW
$32.6B
AVGONEW
$12.8B
NVDANEW
$12.7B
$10.6B
MSFTNEW
$10.2B

Top Sells

No sells this quarter

New Positions (83)

$32.6B · 379K shares
$12.8B · 37K shares
$12.7B · 68K shares
$10.6B · 34K shares
$10.2B · 21K shares
$9.8B · 34K shares
$8.8B · 32K shares
$7.7B · 25K shares
$6.9B · 30K shares
$6.6B · 23K shares
$6.4B · 20K shares
$6.1B · 62K shares
$5.0B · 16K shares
$4.3B · 8K shares
$4.3B · 6K shares
$4.0B · 30K shares
$3.8B · 42K shares
$3.8B · 34K shares
$3.7B · 45K shares
$3.4B · 4K shares
$3.3B · 35K shares
$3.2B · 75K shares
$3.2B · 18K shares
$3.2B · 30K shares
$3.1B · 48K shares
$2.6B · 8K shares
$2.6B · 40K shares
$2.4B · 15K shares
$2.4B · 20K shares
$2.3B · 2K shares
$2.3B · 2K shares
$2.2B · 28K shares
$2.2B · 412 shares
$2.2B · 9K shares
$2.1B · 40K shares
$2.0B · 3K shares
$2.0B · 13K shares
$2.0B · 43K shares
$2.0B · 25K shares
$1.9B · 5K shares
$1.9B · 3K shares
$1.5B · 10K shares
$1.4B · 7K shares
$1.3B · 17K shares
$1.3B · 19K shares
$1.2B · 26K shares
$1.2B · 50K shares
$1.2B · 3K shares
$1.1B · 7K shares
$1.0B · 2K shares
$963.0M · 2K shares
$919.0M · 4K shares
$844.0M · 4K shares
$841.0M · 3K shares
$758.0M · 837 shares
$749.0M · 17K shares
$729.0M · 2K shares
$700.0M · 11K shares
$637.0M · 4K shares
$534.0M · 2K shares
$507.0M · 3K shares
$498.0M · 935 shares
$470.0M · 1K shares
$448.0M · 6K shares
$418.0M · 5K shares
$360.0M · 8K shares
$336.0M · 2K shares
$301.0M · 500 shares
$293.0M · 4K shares
$292.0M · 32K shares
$280.0M · 6K shares
$256.0M · 5K shares
$254.0M · 3K shares
$253.0M · 1K shares
$238.0M · 6K shares
$238.0M · 17K shares
$235.0M · 1K shares
$235.0M · 2K shares
$212.0M · 676 shares
$209.0M · 4K shares
$203.0M · 3K shares
$202.0M · 6K shares
$200.0M · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Technology21$82.7B34.4%
Unknown4$38.9B16.2%
Financial Services21$33.1B13.8%
Consumer Cyclical8$22.6B9.4%
Communication Services5$18.7B7.8%
Healthcare6$17.9B7.4%
Industrials12$16.8B7.0%
Consumer Defensive3$6.0B2.5%
Energy3$3.6B1.5%