Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SHAKER INVESTMENTS LLC/OH (CIK 1009005) reported $219.7M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AX ($31.4M, 14.28%), NVDA ($11.3M, 5.13%), AVGO ($9.3M, 4.23%), GOOGL ($9.3M, 4.21%), TSM ($8.1M, 3.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AX | Axos Financial Inc. | $31.4M | 14.28% | 368,712 | Trimmed |
| 2 | NVDA | NVIDIA Corp | $11.3M | 5.13% | 64,680 | Trimmed |
| 3 | AVGO | Broadcom Ltd. | $9.3M | 4.23% | 30,024 | Trimmed |
| 4 | GOOGL | Alphabet Inc. | $9.3M | 4.21% | 32,207 | Trimmed |
| 5 | TSM | Taiwan Semiconductor-Sp Adr | $8.1M | 3.69% | 24,010 | Trimmed |
| 6 | AAPL | Apple Inc. | $7.8M | 3.56% | 30,827 | Trimmed |
| 7 | MSFT | Microsoft Corp | $6.6M | 3.03% | 17,959 | Trimmed |
| 8 | IRMD | iRadimed Corp | $5.8M | 2.63% | 60,040 | Trimmed |
| 9 | MU | Micron Technology | $5.6M | 2.57% | 16,692 | Trimmed |
| 10 | CASY | Casey's General Stores, Inc. | $5.3M | 2.42% | 7,316 | Trimmed |
| 11 | AMZN | Amazon.com | $4.9M | 2.25% | 23,742 | Trimmed |
| 12 | XBI | SPDR S&P Biotech ETF (XBI) | $4.9M | 2.24% | 38,464 | Added |
| 13 | PODD | Insulet Corp. | $3.9M | 1.77% | 18,556 | Trimmed |
| 14 | WTFC | Wintrust Financial Corp | $3.8M | 1.71% | 27,079 | New |
| 15 | AGX | Argan, Inc. | $3.7M | 1.67% | 6,732 | Trimmed |
| 16 | ANET | Arista Networks, Inc. | $3.5M | 1.61% | 28,799 | Trimmed |
| 17 | VRT | Vertiv Holdings Co | $3.5M | 1.60% | 13,994 | Trimmed |
| 18 | NFLX | Netflix Inc. | $3.2M | 1.47% | 33,600 | Trimmed |
| 19 | XLU | Utilities Select Sector SPDR (XLU) | $3.2M | 1.46% | 70,086 | Trimmed |
| 20 | FIX | Comfort Systems USA Inc. | $3.2M | 1.44% | 2,295 | Trimmed |
| 21 | ETN | Eaton Corp. | $3.1M | 1.41% | 8,646 | Added |
| 22 | GS | Goldman Sachs Group | $3.1M | 1.40% | 3,643 | Trimmed |
| 23 | MCHP | Microchip Technology | $3.0M | 1.35% | 45,898 | Trimmed |
| 24 | OLLI | Ollie's Bargain Outlet Holdings Inc. | $2.8M | 1.29% | 30,883 | Trimmed |
| 25 | MS | Morgan Stanley | $2.8M | 1.26% | 16,805 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31