SHAKER INVESTMENTS LLC/OH

data from 30/09/2025

Capitalization

$ 249.908 M 2.25 %

Average holding period

9 ans

Performance

$ 623.243 M 105 824.82 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SHAKER INVESTMENTS LLC/OH

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AX Axos Financial Inc. 13.54% 33.836 M $ 399717 2018/09/30 3.533 M $ 11.32 %
2025/09/30 AVGO Broadcom Ltd. 4.92% 12.305 M $ 37298 2018/06/30 2.293 M $ 19.68 %
2025/09/30 NVDA NVIDIA Corp 4.92% 12.301 M $ 65930 2023/09/30 1.840 M $ 18.10 %
2025/09/30 MSFT Microsoft Corp 3.40% 8.486 M $ 16384 2020/06/30 165.121 K $ 4.13 %
2025/09/30 GOOGL Alphabet Inc. 3.32% 8.297 M $ 34130 2015/12/31 1.807 M $ 37.94 %
2025/09/30 PODD Insulet Corp. 2.92% 7.297 M $ 23634 2014/09/30 -124.897 K $ -1.73 %
2025/09/30 TSM Taiwan Semiconductor-Sp Adr 2.84% 7.109 M $ 25455 2023/03/31 1.447 M $ 23.31 %
2025/09/30 AMZN Amazon.com 2.66% 6.649 M $ 30283 2017/09/30 4.135 K $ 0.08 %
2025/09/30 MU Micron Technology 2.55% 6.369 M $ 38062 2019/06/30 1.212 M $ 35.76 %
2025/09/30 JPM JPMorgan Chase & Co. 2.51% 6.284 M $ 19921 2024/09/30 508.485 K $ 8.80 %
2025/09/30 AGX Argan, Inc. 2.05% 5.118 M $ 18953 2024/06/30 941.830 K $ 22.48 %
2025/09/30 AAPL Apple Inc. 1.97% 4.932 M $ 19370 2019/12/31 874.106 K $ 24.11 %
2025/09/30 META Meta Platforms Inc. 1.90% 4.755 M $ 6475 2024/03/31 -24.037 K $ -0.50 %
2025/09/30 ORLY O'Reilly Automotive 1.81% 4.524 M $ 41963 2019/09/30 746.944 K $ 19.62 %
2025/09/30 IRMD iRadimed Corp 1.80% 4.497 M $ 63199 2023/06/30 604.235 K $ 19.02 %
2025/09/30 UBER Uber Technologies Inc. 1.79% 4.479 M $ 45716 2024/09/30 213.787 K $ 5.01 %
2025/09/30 OLLI Ollie's Bargain Outlet Holdings Inc. 1.79% 4.474 M $ 34843 2022/06/30 -118.161 K $ -2.56 %
2025/09/30 CASY Casey's General Stores, Inc. 1.79% 4.469 M $ 7905 2022/12/31 511.139 K $ 10.79 %
2025/09/30 ANET Arista Networks, Inc. 1.78% 4.451 M $ 30547 2024/12/31 1.328 M $ 42.42 %
2025/09/30 NFLX Netflix Inc. 1.71% 4.269 M $ 3561 2025/03/31 -499.428 K $ -10.47 %
2025/09/30 MCHP Microchip Technology 1.59% 3.977 M $ 61927 2013/12/31 -348.569 K $ -8.74 %
2025/09/30 FTNT Fortinet Inc. 1.39% 3.474 M $ 41313 2019/03/31 -895.571 K $ -20.47 %
2025/09/30 WTFC Wintrust Financial Corp 1.39% 3.468 M $ 26185 2023/03/31 222.794 K $ 6.82 %
2025/09/30 EOG EOG Resources, Inc. 1.35% 3.385 M $ 30194 2021/03/31 -226.512 K $ -6.26 %
2025/09/30 XLU Utilities Select Sector SPDR (XLU) 1.31% 3.269 M $ 37483 2025/06/30 208.413 K $ 6.80 %
2025/09/30 GS Goldman Sachs Group 1.24% 3.100 M $ 3893 2025/03/31 345.097 K $ 12.52 %
2025/09/30 MS Morgan Stanley 1.15% 2.863 M $ 18013 2025/03/31 326.668 K $ 12.85 %
2025/09/30 DXCM Dexcom Inc. 1.08% 2.690 M $ 39977 2025/03/31 -954.740 K $ -22.91 %
2025/09/30 V Visa Inc. - Class A Shares 1.04% 2.587 M $ 7579 2018/03/31 -103.686 K $ -3.85 %
2025/09/30 CELH Celsius Holdings Inc. 1.01% 2.535 M $ 44099 2025/06/30 491.119 K $ 23.93 %
2025/09/30 MSI Motorola Solutions Inc. 0.92% 2.302 M $ 5034 2019/06/30 241.015 K $ 8.76 %
2025/09/30 BKNG Booking Holdings Inc. 0.89% 2.224 M $ 412 2024/09/30 -160.667 K $ -6.74 %
2025/09/30 VRT Vertiv Holdings Co 0.89% 2.221 M $ 14724 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAYC Paycom Software Inc. 0.88% 2.210 M $ 10619 2016/03/31 -332.571 K $ -10.05 %
2025/09/30 SPY SPDR S&P 500 ETF Trust (SPY) 0.84% 2.111 M $ 3169 2023/06/30 152.094 K $ 7.82 %
2025/09/30 FIX Comfort Systems USA Inc. 0.83% 2.084 M $ 2525 2024/09/30 1.434 M $ 53.89 %
2025/09/30 VGK Vanguard FTSE Europe ETF (VGK) 0.81% 2.013 M $ 25223 2025/06/30 58.065 K $ 2.97 %
2025/09/30 SPLG SPDR S&P 500 ETF (SPLG) 0.77% 1.916 M $ 24459 2023/12/31 123.136 K $ 7.77 %
2025/09/30 MA Mastercard Inc. 0.76% 1.909 M $ 3356 2025/09/30 0.000 $ 0.00 %
2025/09/30 TJX TJX Cos Inc/The 0.75% 1.884 M $ 13033 2025/06/30 274.555 K $ 17.05 %
2025/09/30 CSGP CoStar Group, Inc. 0.73% 1.821 M $ 21583 2025/09/30 0.000 $ 0.00 %
2025/09/30 KNSL Kinsale Capital Group Inc. 0.72% 1.799 M $ 4230 2024/09/30 -277.308 K $ -12.12 %
2025/09/30 DHI D. R. Horton Inc. 0.72% 1.788 M $ 10553 2025/09/30 0.000 $ 0.00 %
2025/09/30 TXRH Texas Roadhouse, Inc. 0.71% 1.766 M $ 10629 2023/03/31 -410.573 K $ -11.34 %
2025/09/30 ESE ESCO Technologies Inc. 0.60% 1.510 M $ 7151 2025/03/31 113.208 K $ 10.03 %
2025/09/30 DUOL Duolingo Inc. 0.58% 1.455 M $ 4522 2024/06/30 -316.478 K $ -21.51 %
2025/09/30 LSCC Lattice Semiconductor Corp. 0.58% 1.447 M $ 19737 2025/06/30 370.059 K $ 49.66 %
2025/09/30 HALO Halozyme Therapeutics Inc. 0.56% 1.393 M $ 18990 2022/09/30 811.759 K $ 40.98 %
2025/09/30 SRAD Sportradar Group AG 0.55% 1.375 M $ 51102 2024/09/30 -74.482 K $ -4.20 %
2025/09/30 CART Maplebear Inc. 0.54% 1.357 M $ 36904 2025/06/30 -347.459 K $ -18.74 %
2025/09/30 DOCS Doximity Inc. 0.51% 1.267 M $ 17323 2024/12/31 205.470 K $ 19.25 %
2025/09/30 VEEV Veeva Systems Inc. 0.50% 1.241 M $ 4166 2023/12/31 41.527 K $ 3.45 %
2025/09/30 PCTY Paylocity Holding Corp. 0.48% 1.188 M $ 7461 2017/12/31 -413.827 K $ -12.10 %
2025/09/30 IWO iShares Russell 2000 Growth ETF (IWO) 0.43% 1.083 M $ 3385 2024/09/30 25.395 K $ 11.96 %
2025/09/30 TT Trane Technologies PLC 0.42% 1.052 M $ 2494 2025/09/30 0.000 $ 0.00 %
2025/09/30 VOO Vanguard S&P 500 ETF (VOO) 0.41% 1.019 M $ 1663 2023/06/30 73.576 K $ 7.81 %
2025/09/30 ETN Eaton Corp. 0.40% 999.996 K $ 2672 2025/09/30 0.000 $ 0.00 %
2025/09/30 OPRA Opera Ltd 0.35% 871.503 K $ 42224 2025/03/31 67.753 K $ 9.21 %
2025/09/30 CR Crane Co. 0.34% 842.256 K $ 4574 2025/09/30 0.000 $ 0.00 %
2025/09/30 MPWR Monolithic Power Systems Inc 0.32% 788.988 K $ 857 2018/03/31 162.952 K $ 25.88 %
2025/09/30 DT Dynatrace Inc. 0.31% 783.582 K $ 16173 2025/06/30 -135.064 K $ -12.24 %
2025/09/30 NOW ServiceNow Inc. 0.31% 771.195 K $ 838 2024/09/30 -404.034 K $ -10.49 %
2025/09/30 FOUR Shift4 Payments Inc. 0.28% 695.516 K $ 8986 2025/03/31 -120.620 K $ -21.91 %
2025/09/30 DIOD Diodes Incorporated 0.28% 693.380 K $ 13031 2025/06/30 5.353 K $ 0.61 %
2025/09/30 ARRY Array Technologies Inc 0.26% 645.032 K $ 79145 2025/09/30 0.000 $ 0.00 %
2025/09/30 CGNX Cognex Corporation 0.26% 638.277 K $ 14090 2025/09/30 0.000 $ 0.00 %
2025/09/30 WRBY Warby Parker Inc 0.25% 633.209 K $ 22959 2024/12/31 160.233 K $ 25.76 %
2025/09/30 GHM Graham Corp 0.25% 616.033 K $ 11221 2025/03/31 74.322 K $ 10.89 %
2025/09/30 EXLS ExlService Holdings Inc 0.24% 599.645 K $ 13619 2024/09/30 6.036 K $ 0.55 %
2025/09/30 EEFT Euronet Worldwide, Inc. 0.22% 546.266 K $ 6221 2015/03/31 -64.226 K $ -13.39 %
2025/09/30 MTDR Matador Resources Co. 0.21% 532.421 K $ 11850 2022/03/31 -40.842 K $ -5.85 %
2025/09/30 STRL Sterling Infrastructure Inc 0.21% 528.882 K $ 1557 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLPC Preformed Line Products Co. 0.21% 515.875 K $ 2630 2025/06/30 118.105 K $ 22.74 %
2025/09/30 CACI CACI International Inc. 0.19% 478.829 K $ 960 2025/06/30 26.076 K $ 4.63 %
2025/09/30 CORT Corcept Therapeutics Inc. 0.19% 469.405 K $ 5648 2025/03/31 67.736 K $ 13.23 %
2025/09/30 CRDO Credo Technology Group Holding Ltd 0.18% 455.614 K $ 3129 2025/09/30 0.000 $ 0.00 %
2025/09/30 ELF elf Beauty Inc 0.17% 436.257 K $ 3293 2025/06/30 32.706 K $ 6.46 %
2025/09/30 BOOT Boot Barn Holdings Inc. 0.17% 435.512 K $ 2628 2023/12/31 44.562 K $ 9.03 %
2025/09/30 KNF Knife River Corp. 0.17% 425.783 K $ 5539 2024/09/30 -47.275 K $ -5.84 %
2025/09/30 MHO M/I Homes Inc. 0.17% 422.343 K $ 2924 2025/09/30 0.000 $ 0.00 %
2025/09/30 VCSH Vanguard Short-Term Corp. Bond ETF (VCSH) 0.17% 413.257 K $ 5170 2025/06/30 2.811 K $ 0.54 %
2025/09/30 TXNM Energy Inc. 0.16% 409.535 K $ 7242 2025/06/30 2.057 K $ 0.41 %
2025/09/30 IMKTA Ingles Markets Inc. 0.16% 405.883 K $ 5835 2025/06/30 44.539 K $ 9.75 %
2025/09/30 OEF iShares S&P 100 ETF (OEF) 0.16% 405.767 K $ 1219 2025/09/30 0.000 $ 0.00 %
2025/09/30 LMAT LeMaitre Vascular, Inc. 0.16% 403.771 K $ 4614 2020/12/31 25.417 K $ 5.37 %
2025/09/30 HQY HealthEquity Inc. 0.15% 374.626 K $ 3953 2025/06/30 -48.561 K $ -9.54 %
2025/09/30 MDY SPDR S&P Mid Cap 400 ETF (MDY) 0.15% 364.970 K $ 612 2023/06/30 18.025 K $ 5.21 %
2025/09/30 G Genpact Ltd 0.14% 339.100 K $ 8095 2025/06/30 -21.102 K $ -4.82 %
2025/09/30 CNXC Concentrix Corp. 0.13% 327.157 K $ 7089 2025/09/30 0.000 $ 0.00 %
2025/09/30 CPRX Catalyst Pharmaceuticals Inc. 0.13% 318.864 K $ 16186 2025/03/31 -39.986 K $ -9.22 %
2025/09/30 SPDW SPDR Developed World ex-US ETF (SPDW) 0.12% 295.065 K $ 6896 2025/06/30 15.462 K $ 5.68 %
2025/09/30 SPSC SPS Commerce Inc. 0.10% 253.268 K $ 2432 2022/06/30 -96.041 K $ -23.48 %
2025/09/30 CATH Global X S&P 500 Catholic Values ETF 0.10% 251.376 K $ 3101 2024/06/30 17.334 K $ 7.44 %
2025/09/30 OGE OGE Energy Corp 0.09% 213.027 K $ 4604 2025/06/30 10.752 K $ 4.26 %
2025/09/30 NBIX Neurocrine Biosciences Inc. 0.08% 210.710 K $ 1501 2025/03/31 27.249 K $ 11.69 %
2025/09/30 ALG Alamo Group Inc. 0.08% 205.408 K $ 1076 2022/12/31 -73.481 K $ -12.58 %
2025/09/30 DIVB iShares Core Dividend ETF (DIVB) 0.08% 204.770 K $ 3919 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHX Schwab US Large Cap ETF (SCHX) 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 SCHM Schwab US Mid Cap ETF (SCHM) 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 ZBRA Zebra Technologies Corp 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %