Fund HoldingsSHAKER INVESTMENTS LLC/OH

Total Portfolio Value
$181.38M
Total Bought
$19.48M
Total Sold
$35.58M
Net Transaction
-$16.10M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Amazon.com(AMZN)20,38340,144+19,7612,6575,1032.81%+2,446
Watsco, Inc.(WSO)1,9727,536+5,5647522,8461.57%+2,094
Arista Networks, Inc.8,39316,289+7,8961,3602,9961.65%+1,636
Wintrust Financial Corp(WTFC)17,09434,135+17,0411,2412,5771.42%+1,336
Lantheus Holdings Inc.(LNTH)7,51627,705+20,1896311,9251.06%+1,294
Microsoft Corp(MSFT)2,7036,567+3,8649202,0741.14%+1,153
Encore Capital Group, Inc.(ECPG)27,53649,081+21,5451,3392,3441.29%+1,005
Airbnb Inc.7,06713,481+6,4149061,8501.02%+944
Alphabet Inc.(GOOG)42,25845,234+2,9765,0585,9193.26%+861
Monolithic Power Systems Inc(MPWR)3,6335,743+2,1101,9632,6531.46%+691
Ollie's Bargain Outlet Holdings Inc.(OLLI)29,34329,165-1781,7002,2511.24%+551
Diamondback Energy, Inc.(FANG)23,23823,001-2373,0533,5621.96%+510
Euronet Worldwide, Inc.(EEFT)15,33628,718+13,3821,8002,2801.26%+480
Matador Resources Co.(MTDR)22,59827,022+4,4241,1821,6070.89%+425
NVIDIA Corp(NVDA)0950+95004130.23%+413
Camtek Ltd.(CAMT)06,571+6,57104090.23%+409
Burlington Stores(BURL)02,861+2,86103870.21%+387
EOG Resources, Inc.(EOG)28,29727,955-3423,2383,5441.95%+305
Micron Technology(MU)71,27470,555-7194,4984,8002.65%+302
Upwork Inc.(UPWK)47,92765,787+17,8604487470.41%+300
Onto Innovation Inc.(ONTO)02,336+2,33602980.16%+298
Kirby Corp.(KEX)55,71955,305-4144,2884,5792.52%+292
The Boston Beer Company, Inc.(SAM)3,4973,460-371,0791,3480.74%+269
Globant SA
COM
16,12215,792-3302,8973,1241.72%+227
iRadimed Corp(IRMD)7,31012,919+5,6093495730.32%+224
Napco Security Systems Inc.(NSSC)09,931+9,93102210.12%+221
Cencora Inc.23,63526,424+2,7894,5484,7562.62%+207
Alamo Group Inc.1,5492,785+1,2362854810.27%+197
Sprouts Farmers Market Inc.(SFM)59,92055,253-4,6672,2012,3651.30%+164
Allient Inc6,19513,026+6,8312474030.22%+155
Qualys Inc(QLYS)5,4805,445-357088310.46%+123
Dave & Buster's Entertainment Inc.12,37917,795+5,4165526600.36%+108
Halozyme Therapeutics Inc.(HALO)53,15252,531-6211,9172,0071.11%+89
TD SYNNEX Corp.(SNX)12,81912,639-1801,2051,2620.70%+57
Avery Dennison Corp.3,6413,614-276266600.36%+35
Microchip Technology(MCHP)29,43234,128+4,6962,6372,6641.47%+27
Medpace Holdings Inc(MEDP)11,99211,896-962,8802,8801.59%0
First Trust Low Duration Oppty ETF (LMBS)
FST LOW OPPT EFT
5,9165,91602822790.15%-3
Vanguard S&P 500 ETF (VOO)1,6221,663+416616530.36%-8
SPDR S&P Mid Cap 400 ETF (MDY)(MDY)615617+22952820.16%-13
i3 Verticals Inc.10,32710,375+482362190.12%-17
SPDR S&P 500 ETF Trust (SPY)(SPY)3,2573,250-71,4441,3890.77%-54
ICON PLC(ICLR)9,1089,033-752,2792,2241.23%-54
M/I Homes Inc.(MHO)13,75513,523-2321,1991,1360.63%-63
ON Semiconductor(ON)29,45129,160-2912,7852,7101.49%-75
Apple Computer Inc.(AAPL)2,5542,404-1504954120.23%-84
CDW Corporation(CDW)10,9619,525-1,4362,0111,9221.06%-90
Paylocity Holding Corp.(PCTY)23,78323,595-1884,3894,2872.36%-101
Fox Factory Holding Corp.10,67410,575-991,1581,0480.58%-110
Charles River Laboratories(CRL)7,9487,902-461,6711,5490.85%-122
Casey's General Stores, Inc.(CASY)15,26613,227-2,0393,7233,5911.98%-132
Teleflex Inc.(TFX)3,0783,094+167456080.34%-137
Installed Building Products, Inc.(IBP)10,47710,599+1221,4681,3240.73%-145
Motorola Solutions Inc.(MSI)7,0046,961-432,0541,8951.04%-159
SPDR S&P Biotech ETF (XBI)
ST STR SP BIOT
15,75215,724-281,3111,1480.63%-162
Visa Inc. - Class A Shares(V)19,70119,530-1714,6794,4922.48%-186
Monster Beverage Corp.(MNST)36,14135,631-5102,0761,8871.04%-189
Canada Goose Holdings Inc.(GOOS)12,4630-12,4632220-222
Cognex Corporation(CGNX)16,35216,216-1369166880.38%-228
Malibu Boats Inc.22,22521,934-2911,3041,0750.59%-229
Clearfield Inc5,2100-5,2102470-247
Amphastar Pharmaceuticals Inc.(AMPH)20,95220,795-1571,2049560.53%-248
iShares Barclays 1-3 Yr Treasury ETF (SHY)3,1540-3,1542560-256
Texas Roadhouse, Inc.(TXRH)15,22615,086-1401,7101,4500.80%-260
Taiwan Semiconductor-Sp Adr(TSM)17,87617,716-1601,8041,5400.85%-265
Broadcom Ltd.(AVGO)6,4456,375-705,5905,2952.92%-296
DXP Enterprises Inc.(DXPE)8,2370-8,2373000-300
SPS Commerce Inc.(SPSC)4,2052,898-1,3078084940.27%-313
Henry Schein, Inc.(HSIC)21,93619,629-2,3071,7791,4570.80%-322
NiSource Inc.(NI)14,4060-14,4063940-394
D. R. Horton Inc.(DHI)27,69227,274-4183,3702,9311.62%-439
LeMaitre Vascular, Inc.(LMAT)7,3010-7,3014910-491
Moderna Inc.(MRNA)4,3140-4,3145240-524
Delta Air Lines Inc.(DAL)11,9370-11,9375670-567
DoubleVerify Holdings Inc(DV)69,53075,647+6,1172,7062,1141.17%-592
WESCO International, Inc.(WCC)41,06346,815+5,7527,3536,7333.71%-620
Citizens Financial Group Inc.(CFG)24,2010-24,2016310-631
Axos Financial Inc.(AX)467,095469,802+2,70718,42217,7879.81%-636
Xcel Energy Inc(XEL)10,6580-10,6586630-663
O'Reilly Automotive(ORLY)3,6033,030-5733,4422,7541.52%-688
American Electric Power Co., Inc.8,2810-8,2816970-697
United Airlines Holdings Inc.(UAL)57,53457,098-4363,1572,4151.33%-742
Paycom Software Inc.(PAYC)11,90811,789-1193,8253,0571.69%-769
CoStar Group, Inc.(CSGP)62,96262,292-6705,6044,7902.64%-814
PagerDuty Inc.37,8540-37,8548510-851
Fortinet Inc.(FTNT)55,08654,574-5124,1643,2021.77%-962
PayPal Holdings Inc.(PYPL)26,10513,020-13,0851,7427610.42%-981
Snap-On Inc.(SNA)6,1522,508-3,6441,7736400.35%-1,133
Nexstar Media Group Inc.(NXST)7,1470-7,1471,1900-1,190
IPG Photonics Corp.(IPGP)10,1300-10,1301,3760-1,376
United Healthcare Corp.(UNH)3,2680-3,2681,5710-1,571
Dexcom Inc.(DXCM)46,67446,226-4485,9984,3132.38%-1,685
Concentrix Corp.(CNXC)23,8480-23,8481,9260-1,926
Zebra Technologies Corp(ZBRA)7,6600-7,6602,2660-2,266
The Trade Desk, Inc.(TTD)68,51632,469-36,0475,2912,5371.40%-2,753
Insulet Corp.(PODD)19,80712,117-7,6905,7111,9331.07%-3,779
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