Fund HoldingsSHAKER INVESTMENTS LLC/OH

Total Portfolio Value
$240.04M
Total Bought
$55.97M
Total Sold
$49.42M
Net Transaction
+$6.55M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JPMorgan Chase & Co.(JPM)014,091+14,09102,9711.24%+2,971
Apple Inc.(AAPL)13,48124,265+10,7842,8395,6542.36%+2,814
Lantheus Holdings Inc.(LNTH)27,91744,803+16,8862,2414,9172.05%+2,676
Insulet Corp.(PODD)011,012+11,01202,5631.07%+2,563
Meta Platforms Inc.(META)3,9097,549+3,6401,9714,3211.80%+2,350
Chipotle Mexican Grill, Inc.(CMG)038,818+38,81802,2370.93%+2,237
Kinsale Capital Group Inc.(KNSL)04,703+4,70302,1900.91%+2,190
PayPal Holdings Inc.(PYPL)027,726+27,72602,1630.90%+2,163
Comfort Systems USA Inc.(FIX)05,507+5,50702,1500.90%+2,150
First Solar, Inc.(FSLR)08,399+8,39902,0950.87%+2,095
Uber Technologies Inc.(UBER)027,531+27,53102,0690.86%+2,069
Burlington Stores(BURL)07,762+7,76202,0450.85%+2,045
Zebra Technologies Corp(ZBRA)11,85315,398+3,5453,6625,7022.38%+2,040
ServiceNow Inc.(NOW)02,243+2,24302,0060.84%+2,006
Taiwan Semiconductor-Sp Adr(TSM)13,29323,415+10,1222,3104,0661.69%+1,756
Fortinet Inc.(FTNT)19,90434,368+14,4641,2002,6651.11%+1,466
Axos Financial Inc.(AX)460,000439,653-20,34726,28927,64511.52%+1,356
TD SYNNEX Corp.(SNX)7,80918,331+10,5229012,2010.92%+1,300
Texas Roadhouse, Inc.(TXRH)15,13721,958+6,8212,5993,8781.62%+1,279
Booking Holdings Inc.(BKNG)0262+26201,1040.46%+1,104
D. R. Horton Inc.(DHI)11,95414,455+2,5011,6852,7581.15%+1,073
ICON PLC(ICLR)9,10113,257+4,1562,8533,8091.59%+956
M/I Homes Inc.(MHO)13,42815,109+1,6811,6402,5891.08%+949
Sprouts Farmers Market Inc.(SFM)43,53841,175-2,3633,6424,5461.89%+904
Broadcom Ltd.(AVGO)5,28352,937+47,6548,4819,1323.80%+650
Knife River Corp.(KNF)07,066+7,06606320.26%+632
Tractor Supply Co.(TSCO)1,9003,800+1,9005131,1060.46%+593
iRadimed Corp(IRMD)20,60529,661+9,0569051,4920.62%+586
ExlService Holdings Inc(EXLS)015,289+15,28905830.24%+583
Fiverr International Ltd021,336+21,33605520.23%+552
Covenant Logistics Group Inc.(CVLG)010,232+10,23205410.23%+541
Arista Networks, Inc.16,14916,151+25,6606,1992.58%+539
Krystal Biotech Inc(KRYS)02,920+2,92005320.22%+532
Cirrus Logic(CRUS)03,797+3,79704720.20%+472
NVIDIA Corp(NVDA)62,06866,949+4,8817,6688,1303.39%+462
Boot Barn Holdings Inc.6,4527,725+1,2738321,2920.54%+460
Argan, Inc.15,84415,853+91,1591,6080.67%+449
Motorola Solutions Inc.(MSI)6,9216,928+72,6723,1151.30%+443
iShares China Large-Cap ETF (FXI)013,200+13,20004190.17%+419
Monolithic Power Systems Inc(MPWR)3,9603,962+23,2543,6631.53%+409
SPDR S&P Biotech ETF (XBI)
ST STR SP BIOT
5,8559,575+3,7205439460.39%+403
Paylocity Holding Corp.(PCTY)11,64211,665+231,5351,9240.80%+389
Installed Building Products, Inc.(IBP)9,4659,467+21,9472,3310.97%+385
Halozyme Therapeutics Inc.(HALO)66,92867,077+1493,5043,8391.60%+335
Iovance Biotherapeutics Inc.(IOVA)78,853100,712+21,8596329460.39%+313
Wintrust Financial Corp(WTFC)28,83228,928+962,8423,1401.31%+298
O'Reilly Automotive(ORLY)2,9933,000+73,1613,4551.44%+294
Sportradar Group AG(SRAD)021,614+21,61402620.11%+262
Encore Capital Group, Inc.(ECPG)33,85335,324+1,4711,4131,6700.70%+257
Watsco, Inc.(WSO)7,5597,571+123,5023,7241.55%+222
Schwab US Mid Cap ETF (SCHM)02,569+2,56902130.09%+213
iShares Russell 2000 Growth ETF (IWO)0738+73802100.09%+210
Onto Innovation Inc.(ONTO)3,9285,077+1,1498621,0540.44%+191
Napco Security Systems Inc.(NSSC)24,01235,215+11,2031,2471,4250.59%+177
Amphastar Pharmaceuticals Inc.(AMPH)18,54518,536-97429000.37%+158
LeMaitre Vascular, Inc.(LMAT)13,83313,836+31,1381,2850.54%+147
Kirby Corp.(KEX)36,91936,932+134,4204,5221.88%+101
SPDR S&P 500 ETF Trust (SPY)(SPY)3,2033,191-121,7431,8310.76%+88
SPDR Portfolio S&P 500 ETF (SPLG)
ST STR P500ETF
19,66119,727+661,2581,3320.55%+73
Insight Enterprises Inc.(NSIT)4,2064,208+28349060.38%+72
CoStar Group, Inc.(CSGP)47,09247,114+223,4913,5541.48%+63
Monster Beverage Corp.(MNST)35,26534,907-3581,7611,8210.76%+60
Vanguard S&P 500 ETF (VOO)1,6671,672+58348820.37%+48
Alamo Group Inc.4,0204,02006957240.30%+29
CDW Corporation(CDW)9,3889,408+202,1012,1290.89%+28
SPDR S&P Mid Cap 400 ETF (MDY)(MDY)603605+23233450.14%+22
SPS Commerce Inc.(SPSC)3,0003,00005645830.24%+18
Clearfield Inc33,84333,903+601,3051,3210.55%+16
Schwab US Large Cap ETF (SCHX)3,3773,391+142172300.10%+13
Global X S&P 500 Catholic Values ETF
S&P 500 CATHOLIC
3,0603,072+122002130.09%+13
First Trust Low Duration Oppty ETF (LMBS)
FST LOW OPPT EFT
5,7665,76602772850.12%+8
Avery Dennison Corp.3,6183,613-57917980.33%+7
iShares Barclays 1-3 Yr Treasury ETF (SHY)2,5792,570-92112140.09%+3
Ollie's Bargain Outlet Holdings Inc.(OLLI)32,32532,372+473,1733,1471.31%-27
Axcelis Technologies Inc.4,8176,126+1,3096856420.27%-43
Casey's General Stores, Inc.(CASY)9,9429,963+213,7933,7431.56%-50
EOG Resources, Inc.(EOG)23,91423,825-893,0102,9291.22%-81
Novo Nordisk A/S - ADR(NVO)8,1938,227+341,1699800.41%-190
Microsoft Corp(MSFT)10,79810,758-404,8264,6291.93%-197
Microchip Technology(MCHP)24,58924,667+782,2501,9810.83%-269
Camtek Ltd.(CAMT)5,9695,974+57484770.20%-271
Allient Inc13,3630-13,3633380-338
UFP Industries Inc.(UFPI)4,5780-4,5785130-513
Nexstar Media Group Inc.(NXST)3,3180-3,3185510-551
Diamondback Energy, Inc.(FANG)22,96722,963-44,5983,9591.65%-639
DoubleVerify Holdings Inc(DV)34,3540-34,3546690-669
Global Payments Inc.(GPN)7,0040-7,0046770-677
Duolingo Inc.(DUOL)10,1085,025-5,0832,1091,4170.59%-692
Veeva Systems Inc.(VEEV)4,1200-4,1207540-754
Medpace Holdings Inc(MEDP)10,2359,763-4724,2153,2591.36%-956
Salesforce, Inc.(CRM)8,0854,052-4,0332,0791,1090.46%-970
AutoZone Inc.(AZO)3300-3309780-978
Amazon.com(AMZN)45,84441,891-3,9538,8597,8063.25%-1,054
Alphabet Inc.(GOOG)49,47746,385-3,0929,0127,6933.20%-1,319
Euronet Worldwide, Inc.(EEFT)28,69816,347-12,3512,9701,6220.68%-1,348
Charles River Laboratories(CRL)6,7910-6,7911,4030-1,403
Paycom Software Inc.(PAYC)10,7890-10,7891,5430-1,543
Qualys Inc(QLYS)11,9730-11,9731,7070-1,707
Visa Inc. - Class A Shares(V)15,6668,085-7,5814,1122,2230.93%-1,889
Matador Resources Co.(MTDR)31,8290-31,8291,8970-1,897
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