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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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