Shaker Investments LLC

13F filer · CIK 0001009005

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$278MU.S. long equity reported on 13F

Positions6918 new · 15 closed

Net flow last quarter+$6.54MBuys minus sells

Top 10 positions weight47.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 202669 positions
AXAxos Financial, Inc.	$34.7M	12.47%	0.63%	-3.4%	Q3 2018
MUMicron Technology Inc	$17M	6.10%	0.00%	-11.9%	Q2 2014
NVDANvidia Corp	$15.2M	5.45%	0.00%	+17.1%	Q1 2018
GOOGLAlphabet Inc.	$11.4M	4.11%	0.00%	-0.7%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.4M	4.09%	0.00%	-0.8%	Q1 2023
AVGOBroadcom Inc.	$11.3M	4.05%	0.00%	-0.6%	Q1 2016
AAPLApple Inc.	$8.84M	3.18%	0.00%	-0.9%	Q2 2015
IRMDIradimed Corp	$7.8M	2.80%	0.64%	+36.0%	Q2 2023
AMZNAmazon Com Inc	$7.64M	2.75%	0.00%	+35.0%	Q3 2017
MCHPMicrochip Technology Inc	$5.54M	1.99%	0.01%	+32.4%	Q4 2013
LLYELI LILLY & Co	$5.01M	1.80%	0.00%	+108.8%	Q4 2025
LRCXLam Research Corp	$4.92M	1.77%	0.00%	+448.1%	Q4 2020
ANETArista Networks, Inc.	$4.86M	1.75%	0.00%	-0.8%	Q1 2019
AMATApplied Materials Inc	$4.8M	1.73%	0.00%	+139.2%	Q3 2020
MSFTMicrosoft Corp	$4.71M	1.69%	0.00%	-29.7%	Q2 2020
VRTVertiv Holdings Co	$4.65M	1.67%	0.00%	-0.7%	Q3 2025
FIXComfort Systems USA Inc	$4.5M	1.62%	0.01%	-1.1%	Q3 2024
WTFCWintrust Financial Corp	$4.32M	1.55%	0.04%	-0.7%	Q1 2023
GSGoldman Sachs Group Inc	$3.66M	1.32%	0.00%	-0.6%	Q1 2025
ETNEaton Corp plc	$3.66M	1.31%	0.00%	-0.7%	Q3 2025
FTNTFortinet, Inc.	$3.6M	1.29%	0.00%	-0.7%	Q1 2019
MSMorgan Stanley	$3.49M	1.25%	0.00%	-0.7%	Q1 2025
CASYCaseys General Stores Inc	$3.31M	1.19%	0.01%	-43.1%	Q1 2016
STXSeagate Technology Holdings plc	$3.09M	1.11%	0.00%	Not reported	Q4 2024
WCCWesco International Inc	$2.85M	1.03%	0.02%	-0.7%	Q4 2013
MPWRMonolithic Power Systems, Inc.	$2.85M	1.02%	0.00%	+150.2%	Q1 2018
JPMJPMorgan Chase & Co	$2.82M	1.02%	0.00%	-0.9%	Q1 2021
GEGeneral Electric Co	$2.7M	0.97%	0.00%	+15.5%	Q1 2026
NUENucor Corp	$2.62M	0.94%	0.01%	-0.7%	Q1 2026
METAMeta Platforms, Inc.	$2.46M	0.88%	Not reported	-0.7%	Q4 2014
RDDTReddit, Inc.	$2.43M	0.87%	Not reported	New	Q2 2026
ESEEsco Technologies Inc	$2.4M	0.86%	0.03%	Not reported	Q1 2025
NXTNextpower Inc.	$2.34M	0.84%	0.01%	+10.0%	Q1 2026
GEVGE Vernova Inc.	$2.3M	0.83%	0.00%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$2.21M	0.80%	Not reported	0.0%	Q4 2013
ASMLAsml Holding NV	$2.19M	0.79%	0.00%	+189.5%	Q3 2020
UBERUber Technologies, Inc	$2.19M	0.79%	0.00%	-0.5%	Q3 2024
STRLSterling Infrastructure, Inc.	$2.14M	0.77%	0.01%	Not reported	Q3 2025
AMDAdvanced Micro Devices Inc	$2.06M	0.74%	0.00%	Not reported	Q1 2022
ORLYO Reilly Automotive Inc	$2M	0.72%	0.00%	-1.6%	Q3 2019
TJXTJX Companies Inc	$1.85M	0.67%	0.00%	-0.7%	Q2 2025
LITELumentum Holdings Inc.	$1.8M	0.65%	0.00%	New	Q2 2026
PLPCPreformed Line Products Co	$1.64M	0.59%	0.08%	Not reported	Q3 2017
APHAmphenol Corp	$1.33M	0.48%	0.00%	New	Q2 2026
HALOHalozyme Therapeutics, Inc.	$1.33M	0.48%	0.01%	-1.1%	Q3 2022
GHMGraham Corp	$1.32M	0.48%	0.09%	Not reported	Q1 2025
EXPEExpedia Group, Inc.	$1.2M	0.43%	0.00%	New	Q2 2026
CELHCelsius Holdings, Inc.	$1.17M	0.42%	0.02%	-0.9%	Q2 2025
DXCMDexcom Inc	$1.12M	0.40%	0.00%	Not reported	Q2 2014
TTTrane Technologies plc	$1.07M	0.38%	0.00%	-1.5%	Q3 2025

Q1 2026Reported May 5, 202666 positions
AXAxos Financial, Inc.	$31.4M	14.28%	0.65%	-2.6%	Q3 2018
NVDANvidia Corp	$11.3M	5.13%	0.00%	-5.2%	Q1 2018
AVGOBroadcom Inc.	$9.29M	4.23%	0.00%	-18.6%	Q1 2016
GOOGLAlphabet Inc.	$9.26M	4.21%	0.00%	-5.2%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.11M	3.69%	0.00%	-5.3%	Q1 2023
AAPLApple Inc.	$7.82M	3.56%	0.00%	-4.6%	Q2 2015
MSFTMicrosoft Corp	$6.65M	3.03%	0.00%	-15.0%	Q2 2020
IRMDIradimed Corp	$5.78M	2.63%	0.47%	-3.5%	Q2 2023
MUMicron Technology Inc	$5.64M	2.57%	0.00%	-51.4%	Q2 2014
CASYCaseys General Stores Inc	$5.33M	2.42%	0.02%	-6.0%	Q1 2016
AMZNAmazon Com Inc	$4.94M	2.25%	0.00%	-21.0%	Q3 2017
PODDInsulet Corp	$3.89M	1.77%	0.03%	-20.5%	Q3 2014
WTFCWintrust Financial Corp	$3.76M	1.71%	0.04%	Not reported	Q1 2023
AGXArgan Inc	$3.67M	1.67%	0.05%	-58.1%	Q3 2015
ANETArista Networks, Inc.	$3.54M	1.61%	0.00%	-5.2%	Q1 2019
VRTVertiv Holdings Co	$3.51M	1.60%	0.00%	-5.2%	Q3 2025
NFLXNetflix Inc	$3.23M	1.47%	0.00%	-5.3%	Q1 2025
FIXComfort Systems USA Inc	$3.16M	1.44%	0.01%	-7.7%	Q3 2024
ETNEaton Corp plc	$3.09M	1.41%	0.00%	+227.3%	Q3 2025
GSGoldman Sachs Group Inc	$3.08M	1.40%	0.00%	-6.0%	Q1 2025
MCHPMicrochip Technology Inc	$2.97M	1.35%	0.01%	-5.0%	Q4 2013
OLLIOllie's Bargain Outlet Holdings, Inc.	$2.84M	1.29%	0.05%	-10.0%	Q3 2020
MSMorgan Stanley	$2.77M	1.26%	0.00%	-6.1%	Q1 2025
JPMJPMorgan Chase & Co	$2.56M	1.17%	0.00%	-56.0%	Q1 2021
METAMeta Platforms, Inc.	$2.52M	1.15%	Not reported	-31.8%	Q4 2014
WCCWesco International Inc	$2.28M	1.04%	0.02%	-5.6%	Q4 2013
UBERUber Technologies, Inc	$2.19M	1.00%	0.00%	-33.0%	Q3 2024
VVisa Inc.	$2.17M	0.99%	0.00%	-4.9%	Q1 2018
NXTNextpower Inc.	$2.15M	0.98%	0.01%	New	Q1 2026
MSIMotorola Solutions, Inc.	$2.05M	0.93%	0.00%	-5.5%	Q2 2019
ORLYO Reilly Automotive Inc	$2.04M	0.93%	0.00%	-47.2%	Q3 2019
NUENucor Corp	$2M	0.91%	0.01%	New	Q1 2026
TJXTJX Companies Inc	$1.96M	0.89%	0.00%	-5.1%	Q2 2025
ESEEsco Technologies Inc	$1.93M	0.88%	0.03%	-1.6%	Q1 2025
FTNTFortinet, Inc.	$1.93M	0.88%	0.00%	-5.3%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$1.93M	0.88%	Not reported	-0.6%	Q4 2013
LLYELI LILLY & Co	$1.84M	0.84%	0.00%	-5.4%	Q4 2025
GEGeneral Electric Co	$1.78M	0.81%	0.00%	New	Q1 2026
MAMastercard Inc	$1.58M	0.72%	0.00%	-5.4%	Q3 2015
CELHCelsius Holdings, Inc.	$1.43M	0.65%	0.02%	-7.1%	Q2 2025
DHIHorton D R Inc	$1.35M	0.61%	0.00%	-6.3%	Q4 2013
HALOHalozyme Therapeutics, Inc.	$1.11M	0.51%	0.01%	-8.1%	Q3 2022
PLPCPreformed Line Products Co	$1.08M	0.49%	0.08%	-2.0%	Q3 2017
STRLSterling Infrastructure, Inc.	$1.04M	0.47%	0.01%	+7.1%	Q3 2025
BKNGBooking Holdings Inc.	$1.02M	0.46%	0.00%	-41.3%	Q1 2018
AMATApplied Materials Inc	$949K	0.43%	0.00%	Not reported	Q3 2020
TTTrane Technologies plc	$921K	0.42%	0.00%	-10.7%	Q3 2025
KNSLKinsale Capital Group, Inc.	$916K	0.42%	0.01%	-9.7%	Q3 2024
MPWRMonolithic Power Systems, Inc.	$900K	0.41%	0.00%	-1.7%	Q1 2018
GHMGraham Corp	$844K	0.38%	0.10%	-1.9%	Q1 2025

Q4 2025Reported Jan 30, 202669 positions
AXAxos Financial, Inc.	$32.6M	13.57%	0.67%	-5.3%	Q3 2018
AVGOBroadcom Inc.	$12.8M	5.31%	0.00%	-1.1%	Q1 2016
NVDANvidia Corp	$12.7M	5.29%	0.00%	+3.5%	Q1 2018
GOOGLAlphabet Inc.	$10.6M	4.42%	0.00%	-0.5%	Q4 2015
MSFTMicrosoft Corp	$10.2M	4.25%	0.00%	+28.9%	Q2 2020
MUMicron Technology Inc	$9.8M	4.08%	0.00%	-9.8%	Q2 2014
AAPLApple Inc.	$8.79M	3.66%	0.00%	+66.9%	Q2 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.7M	3.20%	0.00%	-0.4%	Q1 2023
AMZNAmazon Com Inc	$6.93M	2.88%	0.00%	-0.8%	Q3 2017
PODDInsulet Corp	$6.64M	2.76%	0.03%	-1.2%	Q3 2014
JPMJPMorgan Chase & Co	$6.38M	2.65%	0.00%	-0.6%	Q1 2021
IRMDIradimed Corp	$6.06M	2.52%	0.49%	-1.5%	Q2 2023
AGXArgan Inc	$5.03M	2.09%	0.12%	-15.3%	Q3 2015
CASYCaseys General Stores Inc	$4.3M	1.79%	0.02%	-1.6%	Q1 2016
METAMeta Platforms, Inc.	$4.26M	1.77%	Not reported	-0.3%	Q4 2014
ANETArista Networks, Inc.	$3.98M	1.66%	0.00%	-0.6%	Q1 2019
ORLYO Reilly Automotive Inc	$3.81M	1.59%	0.01%	-0.4%	Q3 2019
OLLIOllie's Bargain Outlet Holdings, Inc.	$3.76M	1.56%	0.06%	-1.5%	Q3 2020
UBERUber Technologies, Inc	$3.72M	1.55%	0.00%	-0.5%	Q3 2024
GSGoldman Sachs Group Inc	$3.41M	1.42%	0.00%	-0.4%	Q1 2025
NFLXNetflix Inc	$3.33M	1.38%	0.00%	-0.4%	Q1 2025
MSMorgan Stanley	$3.18M	1.32%	0.00%	-0.7%	Q1 2025
EOGEog Resources Inc	$3.15M	1.31%	0.01%	-0.5%	Q4 2016
MCHPMicrochip Technology Inc	$3.08M	1.28%	0.01%	-22.0%	Q4 2013
VVisa Inc.	$2.64M	1.10%	0.00%	-0.5%	Q1 2018
DXCMDexcom Inc	$2.64M	1.10%	0.01%	-0.6%	Q2 2014
VRTVertiv Holdings Co	$2.39M	0.99%	0.00%	+0.2%	Q3 2025
FIXComfort Systems USA Inc	$2.32M	0.97%	0.01%	-1.5%	Q3 2024
LLYELI LILLY & Co	$2.27M	0.94%	0.00%	New	Q4 2025
BKNGBooking Holdings Inc.	$2.21M	0.92%	0.00%	Not reported	Q1 2018
WCCWesco International Inc	$2.16M	0.90%	0.02%	Not reported	Q4 2013
SPYSPDR S&P 500 ETF Trust	$2.03M	0.85%	Not reported	-5.9%	Q4 2013
TJXTJX Companies Inc	$1.99M	0.83%	0.00%	-0.5%	Q2 2025
CELHCelsius Holdings, Inc.	$1.99M	0.83%	0.02%	-1.6%	Q2 2025
FTNTFortinet, Inc.	$1.98M	0.82%	0.00%	-39.7%	Q1 2019
MSIMotorola Solutions, Inc.	$1.91M	0.80%	0.00%	-0.9%	Q2 2019
MAMastercard Inc	$1.91M	0.79%	0.00%	-0.4%	Q3 2015
DHIHorton D R Inc	$1.51M	0.63%	0.00%	-0.6%	Q4 2013
ESEEsco Technologies Inc	$1.36M	0.57%	0.03%	-2.4%	Q1 2025
HALOHalozyme Therapeutics, Inc.	$1.26M	0.52%	0.02%	-1.5%	Q3 2022
CARTMaplebear Inc.	$1.19M	0.49%	0.01%	-28.4%	Q2 2025
SRADSportradar Group AG	$1.18M	0.49%	Not reported	-2.9%	Q3 2024
KNSLKinsale Capital Group, Inc.	$1.16M	0.48%	0.01%	-29.9%	Q3 2024
PCTYPaylocity Holding Corp	$1.12M	0.47%	0.01%	-1.5%	Q4 2017
TTTrane Technologies plc	$963K	0.40%	0.00%	-0.8%	Q3 2025
VEEVVeeva Systems Inc	$920K	0.38%	0.00%	-1.1%	Q1 2020
PLPCPreformed Line Products Co	$844K	0.35%	0.08%	+55.3%	Q3 2017
ETNEaton Corp plc	$842K	0.35%	0.00%	-1.1%	Q3 2025
MPWRMonolithic Power Systems, Inc.	$759K	0.32%	0.00%	-2.3%	Q1 2018
DOCSDoximity, Inc.	$749K	0.31%	0.01%	-2.3%	Q1 2024

Q3 2025Reported Oct 17, 202587 positions
AXAxos Financial, Inc.	$33.8M	13.54%	0.71%	-2.6%	Q3 2018
AVGOBroadcom Inc.	$12.3M	4.92%	0.00%	-11.7%	Q1 2016
NVDANvidia Corp	$12.3M	4.92%	0.00%	+2.5%	Q1 2018
MSFTMicrosoft Corp	$8.49M	3.40%	0.00%	+103.8%	Q2 2020
GOOGLAlphabet Inc.	$8.3M	3.32%	0.00%	+26.3%	Q4 2015
PODDInsulet Corp	$7.3M	2.92%	0.03%	+3.1%	Q3 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.11M	2.84%	0.00%	-7.1%	Q1 2023
AMZNAmazon Com Inc	$6.65M	2.66%	0.00%	+31.8%	Q3 2017
MUMicron Technology Inc	$6.37M	2.55%	0.00%	+38.4%	Q2 2014
JPMJPMorgan Chase & Co	$6.28M	2.51%	0.00%	0.0%	Q1 2021
AGXArgan Inc	$5.12M	2.05%	0.14%	-0.3%	Q3 2015
AAPLApple Inc.	$4.93M	1.97%	0.00%	+9.6%	Q2 2015
METAMeta Platforms, Inc.	$4.76M	1.90%	Not reported	-0.1%	Q4 2014
ORLYO Reilly Automotive Inc	$4.52M	1.81%	0.01%	-0.7%	Q3 2019
IRMDIradimed Corp	$4.5M	1.80%	0.50%	+18.9%	Q2 2023
UBERUber Technologies, Inc	$4.48M	1.79%	0.00%	-0.1%	Q3 2024
OLLIOllie's Bargain Outlet Holdings, Inc.	$4.47M	1.79%	0.06%	-0.3%	Q3 2020
CASYCaseys General Stores Inc	$4.47M	1.79%	0.02%	-14.9%	Q1 2016
ANETArista Networks, Inc.	$4.45M	1.78%	0.00%	-0.2%	Q1 2019
NFLXNetflix Inc	$4.27M	1.71%	0.00%	0.0%	Q1 2025
MCHPMicrochip Technology Inc	$3.98M	1.59%	0.01%	+9.3%	Q4 2013
FTNTFortinet, Inc.	$3.47M	1.39%	0.01%	-0.2%	Q1 2019
WTFCWintrust Financial Corp	$3.47M	1.39%	0.04%	-0.6%	Q1 2023
EOGEog Resources Inc	$3.39M	1.35%	0.01%	-0.2%	Q4 2016
GSGoldman Sachs Group Inc	$3.1M	1.24%	0.00%	-0.1%	Q1 2025
MSMorgan Stanley	$2.86M	1.15%	0.00%	-0.2%	Q1 2025
DXCMDexcom Inc	$2.69M	1.08%	0.01%	-16.3%	Q2 2014
VVisa Inc.	$2.59M	1.04%	0.00%	-0.1%	Q1 2018
CELHCelsius Holdings, Inc.	$2.54M	1.01%	0.02%	-0.3%	Q2 2025
MSIMotorola Solutions, Inc.	$2.3M	0.92%	0.00%	-23.1%	Q2 2019
BKNGBooking Holdings Inc.	$2.22M	0.89%	0.00%	Not reported	Q1 2018
VRTVertiv Holdings Co	$2.22M	0.89%	0.00%	New	Q3 2025
PAYCPaycom Software, Inc.	$2.21M	0.88%	0.02%	-25.7%	Q1 2016
SPYSPDR S&P 500 ETF Trust	$2.11M	0.84%	Not reported	+0.7%	Q4 2013
FIXComfort Systems USA Inc	$2.08M	0.83%	0.01%	-49.1%	Q3 2024
MAMastercard Inc	$1.91M	0.76%	0.00%	Not reported	Q3 2015
TJXTJX Companies Inc	$1.88M	0.75%	0.00%	-0.1%	Q2 2025
CSGPCostar Group, Inc.	$1.82M	0.73%	0.01%	Not reported	Q1 2017
KNSLKinsale Capital Group, Inc.	$1.8M	0.72%	0.02%	-10.6%	Q3 2024
DHIHorton D R Inc	$1.79M	0.72%	0.00%	Not reported	Q4 2013
TXRHTexas Roadhouse, Inc.	$1.77M	0.71%	0.02%	-45.0%	Q1 2016
ESEEsco Technologies Inc	$1.51M	0.60%	0.03%	+21.5%	Q1 2025
DUOLDuolingo, Inc.	$1.46M	0.58%	0.03%	+26.0%	Q2 2024
LSCCLattice Semiconductor Corp	$1.45M	0.58%	0.01%	+29.8%	Q2 2025
HALOHalozyme Therapeutics, Inc.	$1.39M	0.56%	0.02%	-50.1%	Q3 2022
SRADSportradar Group AG	$1.37M	0.55%	Not reported	-19.0%	Q3 2024
CARTMaplebear Inc.	$1.36M	0.54%	0.01%	-9.9%	Q2 2025
DOCSDoximity, Inc.	$1.27M	0.51%	0.01%	-0.4%	Q1 2024
VEEVVeeva Systems Inc	$1.24M	0.50%	0.00%	-0.4%	Q1 2020
PCTYPaylocity Holding Corp	$1.19M	0.48%	0.01%	-60.5%	Q4 2017

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