Shaker Investments LLC Portfolio Holdings

Shaker Investments LLC

  • $237 Million
  • Q2 2025

Shaker Investments LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $237 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Axos Financial, Inc. with a value of $31.2M, Broadcom Inc. with a value of $11.6M, Nvidia Corp with a value of $10.2M, Insulet Corp with a value of $7.2M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $6.21M.

Examining the 13F form we can see an increase of $34.9M in the current position value, from $202M to 237M.

Below you can find more details about Shaker Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $237 Million
Technology: $82.2 Million
Financial Services: $54.5 Million
Healthcare: $24.8 Million
Consumer Cyclical: $21.7 Million
Communication Services: $15.7 Million
Consumer Defensive: $13.2 Million
ETFs: $11.5 Million
Industrials: $8.63 Million
Other: $5.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.49B
$31.2 Million 13.14% of portfolio
410,372
Q2 2025 Reduced 3.0%
$146B
$11.6 Million 4.91% of portfolio
42,255
Q2 2025 Added 14.03%
$443B
$10.2 Million 4.28% of portfolio
64,351
Q2 2025 Added 45.67%
$23.7B
$7.2 Million 3.03% of portfolio
22,917
Q2 2025 Added 15.0%
$1.34T
$6.21 Million 2.61% of portfolio
27,398
Q2 2025 Reduced 3.96%
$900B
$5.78 Million 2.43% of portfolio
19,925
Q2 2025 Added 45.55%
$2.32T
$5.04 Million 2.12% of portfolio
22,976
Q2 2025 Reduced 43.97%
$529B
$4.77 Million 2.01% of portfolio
3,562
Q2 2025 New
$1.69T
$4.78 Million 2.01% of portfolio
6,479
Q2 2025 Reduced 40.99%
$1.44T
$4.76 Million 2.01% of portfolio
27,025
Q2 2025 Reduced 40.43%
$20.6B
$4.74 Million 2.0% of portfolio
9,285
Q2 2025 Reduced 4.46%
$8.23B
$4.61 Million 1.94% of portfolio
34,959
Q2 2025 Added 10.03%
$62.8B
$4.38 Million 1.84% of portfolio
41,385
Q2 2025 Added 25.11%
$190B
$4.27 Million 1.8% of portfolio
45,779
Q2 2025 Added 79.63%
$3.2B
$4.19 Million 1.76% of portfolio
19,000
Q2 2025 Reduced 25.05%
$29.4B
$4.17 Million 1.75% of portfolio
47,737
Q2 2025 Added 116.01%
$3.8T
$4 Million 1.68% of portfolio
8,039
Q2 2025 Added 22.04%
$35.7B
$3.99 Million 1.68% of portfolio
56,678
Q2 2025 Added 317.43%
$188B
$3.85 Million 1.62% of portfolio
3,748
Q2 2025 Added 6.3%
$6.75B
$3.81 Million 1.6% of portfolio
42,248
Q2 2025 Added 1,342.4%
$3.76T
$3.63 Million 1.53% of portfolio
17,673
Q2 2025 Reduced 35.46%
$11.1B
$3.62 Million 1.52% of portfolio
19,312
Q2 2025 Reduced 10.13%
$69.2B
$3.62 Million 1.52% of portfolio
30,242
Q2 2025 Added 30.2%
$9.45B
$3.42 Million 1.44% of portfolio
18,879
Q2 2025 Reduced 3.59%
$171B
$3.39 Million 1.43% of portfolio
27,494
Q2 2025 New
$13.4B
$3.31 Million 1.39% of portfolio
14,298
Q2 2025 Reduced 3.61%
$8.24B
$3.27 Million 1.38% of portfolio
26,335
Q2 2025 Reduced 5.97%
$896M
$3.18 Million 1.34% of portfolio
53,143
Q2 2025 Added 21.99%
$0
$3.07 Million 1.29% of portfolio
37,552
Q2 2025 New
$243B
$2.94 Million 1.24% of portfolio
10,774
Q2 2025 Reduced 23.66%
$80.4B
$2.75 Million 1.16% of portfolio
6,544
Q2 2025 Reduced 3.4%
$266B
$2.76 Million 1.16% of portfolio
3,895
Q2 2025 Reduced 4.65%
$555B
$2.69 Million 1.13% of portfolio
7,585
Q2 2025 Reduced 4.05%
$27B
$2.66 Million 1.12% of portfolio
4,964
Q2 2025 Reduced 18.22%
$145B
$2.62 Million 1.1% of portfolio
9,829
Q2 2025 New
$265B
$2.54 Million 1.07% of portfolio
18,048
Q2 2025 Reduced 4.8%
$217B
$2.39 Million 1.0% of portfolio
412
Q1 2025 Added 57.25%
$9.9B
$2.29 Million 0.96% of portfolio
4,729
Q2 2025 Reduced 50.87%
$4.37B
$2.05 Million 0.86% of portfolio
44,245
Q2 2025 New
$10.7B
$1.98 Million 0.83% of portfolio
38,075
Q2 2025 Reduced 45.94%
$0
$1.96 Million 0.82% of portfolio
25,246
Q2 2025 New
$0
$1.94 Million 0.82% of portfolio
3,147
Q2 2025 Reduced 0.66%
$6.27B
$1.77 Million 0.75% of portfolio
63,121
Q2 2025 Added 44.61%
$44.9B
$1.63 Million 0.69% of portfolio
6,802
Q2 2025 Reduced 4.12%
$162B
$1.61 Million 0.68% of portfolio
13,043
Q2 2025 New
$0
$1.58 Million 0.67% of portfolio
21,794
Q2 2025 Added 5.09%
$34.1B
$1.59 Million 0.67% of portfolio
25,395
Q2 2025 Reduced 5.11%
$9.43B
$1.47 Million 0.62% of portfolio
3,589
Q2 2025 Reduced 7.62%
$16.2B
$1.45 Million 0.61% of portfolio
4,705
Q2 2025 Reduced 42.09%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $237 Million
  • Prior Value $202 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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