DIKER MANAGEMENT LLC
Top Portfolio Positions
41 positions ·
$111,357,279 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| STE |
STERIS plc
Healthcare
|
257,593 | $56,961,540 | 51.15% |
| LITE |
Lumentum Holdings Inc.
Technology
|
10,000 | $7,027,600 | 6.31% |
| COHR |
Coherent Corp.
Technology
|
20,000 | $4,764,200 | 4.28% |
| NBIS |
Nebius Group N.V.
Communication Services
|
40,000 | $4,150,400 | 3.73% |
| AMD |
Advanced Micro Devices Inc
Technology
|
20,000 | $4,068,600 | 3.65% |
| SHOP |
Shopify Inc.
Technology
|
30,000 | $3,558,600 | 3.20% |
| AAPL |
Apple Inc.
Technology
|
13,097 | $3,323,887 | 2.98% |
| AMKR |
Amkor Technology, Inc.
Technology
|
60,000 | $2,701,800 | 2.43% |
| CLS |
Celestica Inc
Technology
|
8,000 | $2,253,440 | 2.02% |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
20,000 | $2,118,000 | 1.90% |
Holdings in STE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,961,540 | 257,593 | Shares | Sole | 2026-05-15 | |
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