SHAKER INVESTMENTS LLC/OH
Top Portfolio Positions
66 positions ·
$195,473,949 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AX |
Axos Financial, Inc.
Financial Services
|
368,712 | $31,373,704 | 16.05% | |
| NVDA |
Nvidia Corp
Technology
|
64,680 | $11,280,192 | 5.77% | |
| AVGO |
Broadcom Inc.
Technology
|
30,024 | $9,292,728 | 4.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,207 | $9,261,444 | 4.74% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
24,010 | $8,114,179 | 4.15% | |
| AAPL |
Apple Inc.
Technology
|
30,827 | $7,823,584 | 4.00% | |
| MSFT |
Microsoft Corp
Technology
|
17,959 | $6,647,883 | 3.40% | |
| IRMD |
Iradimed Corp
Healthcare
|
60,040 | $5,779,450 | 2.96% | |
| MU |
Micron Technology Inc
Technology
|
16,692 | $5,639,225 | 2.88% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
7,316 | $5,325,023 | 2.72% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,373,704 | 368,712 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $32,626,207 | 378,670 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $33,836,044 | 399,717 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $31,204,686 | 410,372 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $27,296,992 | 423,078 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $29,758,265 | 426,031 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $27,645,380 | 439,653 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $26,289,000 | 460,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $25,197,609 | 466,277 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $25,527,247 | 467,532 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $17,786,703 | 469,802 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $18,422,226 | 467,095 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $17,538,107 | 475,030 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $18,082,875 | 473,126 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $15,415,617 | 450,354 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $16,142,609 | 450,282 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $21,637,687 | 466,430 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $26,357,371 | 471,425 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $26,355,030 | 511,351 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $24,708,195 | 532,619 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $25,232,852 | 536,755 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $21,500,786 | 572,896 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $14,965,462 | 642,019 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $14,278,495 | 646,671 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,704,764 | 645,602 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||