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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$11.6 Million 4.91% of portfolio
42,255
Q2 2025 Added 14.03%
$21.5B
$7.2 Million 3.03% of portfolio
22,917
Q2 2025 Added 15.0%
$19.4B
$4.74 Million 2.0% of portfolio
9,285
Q2 2025 Reduced 4.46%
$61.9B
$4.38 Million 1.84% of portfolio
41,385
Q2 2025 Added 25.11%
$182B
$4.27 Million 1.8% of portfolio
45,779
Q2 2025 Added 79.63%
$31B
$4.17 Million 1.75% of portfolio
47,737
Q2 2025 Added 116.01%
$15.9B
$4.02 Million 1.69% of portfolio
24,441
Q2 2025 Reduced 13.46%
$35.6B
$3.99 Million 1.68% of portfolio
56,678
Q2 2025 Added 317.43%
$172B
$3.85 Million 1.62% of portfolio
3,748
Q2 2025 Added 6.3%
$11.8B
$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%
$139B
$3.39 Million 1.43% of portfolio
27,494
Q2 2025 New
$12.9B
$3.31 Million 1.39% of portfolio
14,298
Q2 2025 Reduced 3.61%
$78.6B
$2.75 Million 1.16% of portfolio
6,544
Q2 2025 Reduced 3.4%
$25.7B
$2.66 Million 1.12% of portfolio
4,964
Q2 2025 Reduced 18.22%
$142B
$2.62 Million 1.1% of portfolio
9,829
Q2 2025 New
$43.1B
$1.63 Million 0.69% of portfolio
6,802
Q2 2025 Reduced 4.12%
$155B
$1.61 Million 0.68% of portfolio
13,043
Q2 2025 New
$33.7B
$1.59 Million 0.67% of portfolio
25,395
Q2 2025 Reduced 5.11%
$17B
$1.45 Million 0.61% of portfolio
4,705
Q2 2025 Reduced 42.09%
$78.6B
$1.36 Million 0.57% of portfolio
18,285
Q2 2025 Reduced 51.65%
$38.7B
$1.2 Million 0.51% of portfolio
4,182
Q2 2025 Reduced 8.37%
$13.4B
$1.1 Million 0.46% of portfolio
19,980
Q2 2025 New
$39.5B
$629,000 0.26% of portfolio
861
Q1 2025 Reduced 82.38%
$12.1B
$537,000 0.23% of portfolio
12,198
Q2 2025 Added 90.68%
$10.1B
$505,000 0.21% of portfolio
1,181
Q2 2025 New
$12.3B
$233,000 0.1% of portfolio
1,855
Q1 2025 New

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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