DIKER MANAGEMENT LLC
Top Portfolio Positions
42 positions ·
$112,135,378 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STE |
STERIS plc
Healthcare
|
257,593 | $56,961,540 | 50.80% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
10,000 | $7,027,600 | 6.27% | |
| COHR |
Coherent Corp.
Technology
|
20,000 | $4,764,200 | 4.25% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
40,000 | $4,150,400 | 3.70% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
20,000 | $4,068,600 | 3.63% | |
| SHOP |
Shopify Inc.
Technology
|
30,000 | $3,558,600 | 3.17% | |
| AAPL |
Apple Inc.
Technology
|
13,097 | $3,323,887 | 2.96% | |
| AMKR |
Amkor Technology, Inc.
Technology
|
60,000 | $2,701,800 | 2.41% | |
| CLS |
Celestica Inc
Technology
|
8,000 | $2,253,440 | 2.01% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
20,000 | $2,118,000 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BVS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $685,991 | 75,136 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $186,000 | 25,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $167,250 | 25,000 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||