Fund HoldingsSHAKER INVESTMENTS LLC/OH

Total Portfolio Value
$207.61M
Total Bought
$30.51M
Total Sold
$65.36M
Net Transaction
-$34.85M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MERIT MED SYS INC(MMSI)023,972+23,97202,5341.22%+2,534
GOLDMAN SACHS GROUP INC(GS)04,085+4,08502,2321.07%+2,232
MORGAN STANLEY(MS)018,958+18,95802,2121.07%+2,212
ARGAN INC8,22925,350+17,1211,1283,3251.60%+2,197
META PLATFORMS INC(META)7,49310,979+3,4864,3876,3283.05%+1,941
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
025,835+25,83501,8740.90%+1,874
NETFLIX INC(NFLX)01,985+1,98501,8510.89%+1,851
WORKDAY INC(WDAY)07,094+7,09401,6570.80%+1,657
DEXCOM INC(DXCM)022,099+22,09901,5090.73%+1,509
SALESFORCE INC(CRM)7,20514,114+6,9092,4093,7881.82%+1,379
UBER TECHNOLOGIES INC(UBER)10,52825,485+14,9576351,8570.89%+1,222
PAYCOM SOFTWARE INC(PAYC)9,85914,833+4,9742,0213,2411.56%+1,220
HALOZYME THERAPEUTICS INC(HALO)75,32670,432-4,8943,6014,4942.16%+893
SERVISFIRST BANCSHARES INC(SFBS)08,372+8,37206920.33%+692
OREILLY AUTOMOTIVE INC(ORLY)2,9772,929-483,5304,1962.02%+666
PURE STORAGE INC(P)014,901+14,90106600.32%+660
IRADIMED CORP(IRMD)29,89443,563+13,6691,6442,2861.10%+642
OPERA LTD(OPRA)038,939+38,93906210.30%+621
BOOKING HOLDINGS INC(BKNG)262412+1501,3021,8980.91%+596
ESCO TECHNOLOGIES INC(ESE)03,484+3,48405540.27%+554
CORCEPT THERAPEUTICS INC(CORT)04,074+4,07404650.22%+465
SHIFT4 PMTS INC(FOUR)05,451+5,45104450.21%+445
SERVICENOW INC(NOW)2,2323,526+1,2942,3662,8071.35%+441
GRAHAM CORP(GHM)013,789+13,78903970.19%+397
SHAKE SHACK INC(SHAK)04,399+4,39903880.19%+388
CASEYS GEN STORES INC(CASY)9,9019,718-1833,9234,2182.03%+295
EXLSERVICE HOLDINGS INC(EXLS)15,29520,170+4,8756799520.46%+273
CATALYST PHARMACEUTICALS INC(CPRX)010,572+10,57202560.12%+256
KRYSTAL BIOTECH INC(KRYS)01,329+1,32902400.12%+240
EXELIXIS INC(EXEL)06,397+6,39702360.11%+236
VISA INC(V)8,0337,905-1282,5392,7701.33%+232
DOXIMITY INC(DOCS)10,47013,572+3,1025597880.38%+229
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,281+1,28102220.11%+222
NEUROCRINE BIOSCIENCES INC(NBIX)01,855+1,85502050.10%+205
SPORTRADAR GROUP AG(SRAD)43,67343,650-237579440.45%+186
OLLIES BARGAIN OUTLET HLDGS(OLLI)32,21431,773-4413,5353,6971.78%+162
KINSALE CAP GROUP INC(KNSL)9,7759,626-1494,5474,6852.26%+138
PAYPAL HLDGS INC(PYPL)27,58437,818+10,2342,3542,4681.19%+113
EOG RES INC(EOG)23,64623,228-4182,8992,9791.43%+80
WATSCO INC(WSO)3,0592,990-691,4501,5200.73%+70
OMNICELL COM(OMCL)12,35717,309+4,9525506050.29%+55
JPMORGAN CHASE & CO.(JPM)13,97913,689-2903,3513,3581.62%+7
KNIFE RIVER CORP(KNF)7,0808,047+9677207260.35%+6
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
5,7665,76602812830.14%+3
SPROUTS FMRS MKT INC(SFM)33,99528,244-5,7514,3204,3112.08%-9
GLOBAL X FDS
S&P 500 CATHOLIC
3,0723,090+182182090.10%-9
SCHWAB STRATEGIC TR10,18910,209+202362250.11%-11
CLEAR SECURE INC(YOU)21,00620,995-115605440.26%-16
SPDR S&P MIDCAP 400 ETF TR(MDY)607609+23463250.16%-21
PAYLOCITY HLDG CORP(PCTY)18,56719,581+1,0143,7043,6681.77%-35
VANGUARD INDEX FDS1,6841,689+59078680.42%-39
INSULET CORP(PODD)20,23419,928-3065,2825,2332.52%-49
MATADOR RES CO(MTDR)9,7019,696-55464950.24%-50
MRC GLOBAL INC39,96139,942-195114590.22%-52
WARBY PARKER INC(WRBY)11,52611,521-52792100.10%-69
DIAMONDBACK ENERGY INC(FANG)11,41911,242-1771,8711,7970.87%-73
DUOLINGO INC(DUOL)3,9593,885-741,2841,2060.58%-77
SPDR S&P 500 ETF TR(SPY)3,1693,168-11,8571,7720.85%-85
SPDR SER TR
ST STR P500ETF
21,55520,739-8161,4861,3640.66%-122
CAMTEK LTD(CAMT)5,9865,983-34833510.17%-133
COVENANT LOGISTICS GROUP INC(CVLG)15,18730,347+15,1608286740.32%-154
SPS COMM INC(SPSC)3,0073,006-15533990.19%-154
FIVERR INTL LTD21,34521,335-106775050.24%-172
iShares Barclays 1-3 Yr Treasury ETF (SHY)2,4490-2,4492010-201
Schwab US Mid Cap ETF (SCHM)7,3740-7,3742040-204
MOTOROLA SOLUTIONS INC(MSI)6,8736,774-993,1772,9661.43%-211
iShares Russell 2000 Growth ETF (IWO)7410-7412130-213
Medpace Holdings Inc(MEDP)7550-7552510-251
GLOBANT S A
COM
2,5932,592-15563050.15%-251
MONSTER BEVERAGE CORP NEW(MNST)34,63626,762-7,8741,8201,5660.75%-254
ALAMO GROUP INC4,0302,674-1,3567494770.23%-273
BURLINGTON STORES INC(BURL)7,7337,927+1942,2041,8890.91%-315
LEMAITRE VASCULAR INC(LMAT)13,94811,395-2,5531,2859560.46%-329
TEXAS ROADHOUSE INC(TXRH)21,85921,489-3703,9443,5811.72%-363
COMFORT SYS USA INC(FIX)5,4776,070+5932,3231,9570.94%-366
SPDR SER TR
ST STR SP BIOT
9,6465,571-4,0758694520.22%-417
WINTRUST FINL CORP(WTFC)28,69728,008-6893,5793,1501.52%-429
Iovance Biotherapeutics Inc.(IOVA)58,0850-58,0854300-430
AMPHASTAR PHARMACEUTICALS IN(AMPH)18,5208,475-10,0456882460.12%-442
MICROCHIP TECHNOLOGY INC.(MCHP)19,47013,578-5,8921,1176570.32%-459
AGILYSYS INC(AGYS)8,2308,223-71,0845960.29%-487
Tractor Supply Co.(TSCO)9,5000-9,5005040-504
Onto Innovation Inc.(ONTO)3,9250-3,9256540-654
Installed Building Products, Inc.(IBP)5,0000-5,0008760-876
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
21,78811,611-10,1771,8819860.48%-894
Micron Technology(MU)000000
UFP Industries Inc.(UFPI)8,2000-8,2009240-924
VEEVA SYS INC(VEEV)9,5184,564-4,9542,0011,0570.51%-944
NAPCO SEC TECHNOLOGIES INC(NSSC)35,47013,737-21,7331,2613160.15%-945
EURONET WORLDWIDE INC(EEFT)13,5082,501-11,0071,3892670.13%-1,122
BOOT BARN HLDGS INC18,51115,597-2,9142,8101,6760.81%-1,135
FORTINET INC(FTNT)46,33033,078-13,2524,3773,1841.53%-1,193
AMAZON COM INC(AMZN)41,62941,006-6239,1337,8023.76%-1,331
ALPHABET INC(GOOG)46,08245,364-7188,7237,0153.38%-1,708
TAIWAN SEMICONDUCTOR MFG LTD(TSM)33,97628,529-5,4476,7104,7362.28%-1,974
MICROSOFT CORP(MSFT)10,6926,587-4,1054,5072,4731.19%-2,034
D. R. Horton Inc.(DHI)14,8680-14,8682,0790-2,079
APPLE INC(AAPL)32,68227,381-5,3018,1846,0822.93%-2,102
Encore Capital Group, Inc.(ECPG)45,0920-45,0922,1540-2,154
Chipotle Mexican Grill, Inc.(CMG)38,6130-38,6132,3280-2,328
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