SHAKER INVESTMENTS LLC/OH Diversified Active

CIK: 0001009005 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 25, 2024

Total Value ($000): $236,098 (100.0% shares, 0.0% debt)

Holdings (89)

AX Axos Financial Inc. 10.7%
Value ($000) $25,198 Shares 466,277 Est. Cost $37.67 Unrealized +39.7%
AMZN Amazon.com 3.5%
Value ($000) $8,310 Shares 46,070 Est. Cost $129.51 Unrealized +28.9%
MU Micron Technology 3.5%
Value ($000) $8,290 Shares 70,323 Est. Cost $56.65 Unrealized +58.6%
GOOGL Alphabet Inc. 3.2%
Value ($000) $7,554 Shares 50,053 Est. Cost $112.33 Unrealized +26.4%
AVGO Broadcom Ltd. 3.0%
Value ($000) $7,051 Shares 5,320 Est. Cost $20.04 Unrealized +504.9%
DXCM Dexcom Inc. 2.7%
Value ($000) $6,433 Shares 46,381 Est. Cost $73.25 Unrealized +71.6%
COR Cencora Inc. 2.7%
Value ($000) $6,394 Shares 26,315 Est. Cost $116.99 Unrealized +93.5%
V Visa Inc. - Class A Shares 2.3%
Value ($000) $5,436 Shares 19,478 Est. Cost $142.56 Unrealized +91.0%
WCC WESCO International, Inc. 2.1%
Value ($000) $4,870 Shares 28,431 Est. Cost $56.16 Unrealized +188.9%
KEX Kirby Corp. 2.0%
Value ($000) $4,748 Shares 49,808 Est. Cost $67.66 Unrealized +24.7%
PCTY Paylocity Holding Corp. 2.0%
Value ($000) $4,723 Shares 27,483 Est. Cost $91.53 Unrealized +80.4%
Arista Networks, Inc. 2.0%
Value ($000) $4,706 Shares 16,227 Est. Cost $172.66 Unrealized
FANG Diamondback Energy, Inc. 1.9%
Value ($000) $4,573 Shares 23,076 Est. Cost $98.53 Unrealized +61.4%
CSGP CoStar Group, Inc. 1.9%
Value ($000) $4,552 Shares 47,120 Est. Cost $76.97 Unrealized +11.8%
NVDA NVIDIA Corp 1.8%
Value ($000) $4,202 Shares 4,650 Est. Cost $46.00 Unrealized +57.5%
MEDP Medpace Holdings Inc 1.8%
Value ($000) $4,144 Shares 10,253 Est. Cost $122.97 Unrealized +185.9%
WTFC Wintrust Financial Corp 1.5%
Value ($000) $3,576 Shares 34,256 Est. Cost $82.10 Unrealized +17.6%
EOG EOG Resources, Inc. 1.5%
Value ($000) $3,555 Shares 27,812 Est. Cost $78.42 Unrealized +40.7%
MSFT Microsoft Corp 1.5%
Value ($000) $3,550 Shares 8,439 Est. Cost $312.54 Unrealized +27.7%
GLOB Globant SA 1.5%
Value ($000) $3,439 Shares 17,031 Est. Cost $139.49 Unrealized +61.0%
EEFT Euronet Worldwide, Inc. 1.5%
Value ($000) $3,431 Shares 31,210 Est. Cost $103.54 Unrealized +1.3%
ORLY O'Reilly Automotive 1.4%
Value ($000) $3,401 Shares 3,013 Est. Cost $28.38 Unrealized +146.4%
WSO Watsco, Inc. 1.4%
Value ($000) $3,267 Shares 7,564 Est. Cost $355.67 Unrealized +13.0%
PODD Insulet Corp. 1.4%
Value ($000) $3,190 Shares 18,611 Est. Cost $134.27 Unrealized +38.9%
CASY Casey's General Stores, Inc. 1.3%
Value ($000) $3,172 Shares 9,961 Est. Cost $218.28 Unrealized +32.5%
ICLR ICON PLC 1.3%
Value ($000) $3,056 Shares 9,096 Est. Cost $247.93 Unrealized +18.9%
QLYS Qualys Inc 1.2%
Value ($000) $2,880 Shares 17,256 Est. Cost $156.02 Unrealized +13.2%
SFM Sprouts Farmers Market Inc. 1.2%
Value ($000) $2,804 Shares 43,484 Est. Cost $25.51 Unrealized +118.4%
FTNT Fortinet Inc. 1.2%
Value ($000) $2,802 Shares 41,018 Est. Cost $55.80 Unrealized +19.3%
DV DoubleVerify Holdings Inc 1.2%
Value ($000) $2,732 Shares 77,699 Est. Cost $31.78 Unrealized +17.1%
MPWR Monolithic Power Systems Inc 1.1%
Value ($000) $2,695 Shares 3,978 Est. Cost $440.86 Unrealized +49.2%
PAYC Paycom Software Inc. 1.1%
Value ($000) $2,604 Shares 13,087 Est. Cost $127.78 Unrealized +47.5%
OLLI Ollie's Bargain Outlet Holdings Inc. 1.1%
Value ($000) $2,564 Shares 32,222 Est. Cost $61.17 Unrealized +23.5%
MSI Motorola Solutions Inc. 1.0%
Value ($000) $2,465 Shares 6,945 Est. Cost $202.96 Unrealized +58.9%
CRM Salesforce, Inc. 1.0%
Value ($000) $2,444 Shares 8,115 Est. Cost $254.46 Unrealized +12.1%
IBP Installed Building Products, Inc. 1.0%
Value ($000) $2,418 Shares 9,346 Est. Cost $43.51 Unrealized +378.6%
CDW CDW Corporation 1.0%
Value ($000) $2,417 Shares 9,449 Est. Cost $108.94 Unrealized +112.6%
UPWK Upwork Inc. 1.0%
Value ($000) $2,382 Shares 194,278 Est. Cost $12.89 Unrealized +5.6%
TXRH Texas Roadhouse, Inc. 1.0%
Value ($000) $2,340 Shares 15,149 Est. Cost $100.85 Unrealized +32.0%
AAPL Apple Inc. 1.0%
Value ($000) $2,319 Shares 13,523 Est. Cost $164.85 Unrealized +9.3%
ABNB Airbnb Inc. 0.9%
Value ($000) $2,221 Shares 13,465 Est. Cost $125.54 Unrealized +20.6%
MCHP Microchip Technology 0.9%
Value ($000) $2,200 Shares 24,525 Est. Cost $65.97 Unrealized +24.1%
NXPI NXP Semiconductor NV 0.9%
Value ($000) $2,167 Shares 8,744 Est. Cost $223.03 Unrealized 0.0%
AMPH Amphastar Pharmaceuticals Inc. 0.9%
Value ($000) $2,160 Shares 49,190 Est. Cost $43.40 Unrealized +19.0%
HALO Halozyme Therapeutics Inc. 0.9%
Value ($000) $2,143 Shares 52,683 Est. Cost $45.13 Unrealized -16.9%
MNST Monster Beverage Corp. 0.9%
Value ($000) $2,103 Shares 35,470 Est. Cost $42.17 Unrealized +36.3%
DOCS Doximity Inc. 0.9%
Value ($000) $2,028 Shares 75,355 Est. Cost $28.51 Unrealized 0.0%
DHI D. R. Horton Inc. 0.8%
Value ($000) $1,978 Shares 12,021 Est. Cost $52.94 Unrealized +177.9%
GPN Global Payments Inc. 0.8%
Value ($000) $1,907 Shares 14,269 Est. Cost $113.23 Unrealized +14.4%
META Meta Platforms Inc. 0.8%
Value ($000) $1,903 Shares 3,919 Est. Cost $443.21 Unrealized 0.0%
CRL Charles River Laboratories 0.8%
Value ($000) $1,847 Shares 6,816 Est. Cost $189.90 Unrealized +25.8%
MHO M/I Homes Inc. 0.8%
Value ($000) $1,836 Shares 13,473 Est. Cost $37.66 Unrealized +237.3%
MTDR Matador Resources Co. 0.8%
Value ($000) $1,826 Shares 27,345 Est. Cost $50.38 Unrealized +18.0%
TSM Taiwan Semiconductor-Sp Adr 0.8%
Value ($000) $1,818 Shares 13,360 Est. Cost $96.69 Unrealized
LNTH Lantheus Holdings Inc. 0.7%
Value ($000) $1,740 Shares 27,962 Est. Cost $77.64 Unrealized -24.2%
SPY SPDR S&P 500 ETF Trust (SPY) 0.7%
Value ($000) $1,649 Shares 3,152 Est. Cost $224.37 Unrealized
TTD The Trade Desk, Inc. 0.7%
Value ($000) $1,643 Shares 18,798 Est. Cost $57.97 Unrealized +30.7%
ECPG Encore Capital Group, Inc. 0.7%
Value ($000) $1,557 Shares 34,146 Est. Cost $41.11 Unrealized +19.9%
ON ON Semiconductor 0.5%
Value ($000) $1,284 Shares 17,458 Est. Cost $67.92 Unrealized +12.7%
IOVA Iovance Biotherapeutics Inc. 0.5%
Value ($000) $1,172 Shares 79,087 Est. Cost $11.64 Unrealized 0.0%
NVO Novo Nordisk A/S - ADR 0.5%
Value ($000) $1,066 Shares 8,304 Est. Cost $103.45 Unrealized
VEEV Veeva Systems Inc. 0.4%
Value ($000) $961 Shares 4,149 Est. Cost $188.42 Unrealized +14.5%
ALG Alamo Group Inc. 0.4%
Value ($000) $911 Shares 3,991 Est. Cost $164.95 Unrealized +25.2%
LMAT LeMaitre Vascular, Inc. 0.4%
Value ($000) $906 Shares 13,658 Est. Cost $51.54 Unrealized +17.7%
SNX TD SYNNEX Corp. 0.4%
Value ($000) $892 Shares 7,885 Est. Cost $95.20 Unrealized +6.1%
IRMD iRadimed Corp 0.4%
Value ($000) $891 Shares 20,258 Est. Cost $42.71 Unrealized +0.9%
SPYM SPDR Portfolio S&P 500 ETF (SPLG) 0.4%
Value ($000) $830 Shares 13,492 Est. Cost $58.45 Unrealized
VOO Vanguard S&P 500 ETF (VOO) 0.3%
Value ($000) $812 Shares 1,690 Est. Cost $335.75 Unrealized
AVY Avery Dennison Corp. 0.3%
Value ($000) $810 Shares 3,629 Est. Cost $172.27 Unrealized +16.1%
CLFD Clearfield Inc 0.3%
Value ($000) $785 Shares 25,455 Est. Cost $26.66 Unrealized +7.5%
SNA Snap-On Inc. 0.3%
Value ($000) $757 Shares 2,556 Est. Cost $178.88 Unrealized +50.9%
ONTO Onto Innovation Inc. 0.3%
Value ($000) $700 Shares 3,864 Est. Cost $138.44 Unrealized +22.0%
BURL Burlington Stores 0.3%
Value ($000) $680 Shares 2,928 Est. Cost $161.13 Unrealized +26.6%
PLAY Dave & Buster's Entertainment Inc. 0.3%
Value ($000) $666 Shares 10,643 Est. Cost $40.13 Unrealized +42.8%
NSSC Napco Security Systems Inc. 0.3%
Value ($000) $621 Shares 15,453 Est. Cost $32.49 Unrealized +17.6%
BOOT Boot Barn Holdings Inc. 0.3%
Value ($000) $604 Shares 6,350 Est. Cost $75.24 Unrealized +9.8%
NXST Nexstar Media Group Inc. 0.2%
Value ($000) $568 Shares 3,294 Est. Cost $133.47 Unrealized +15.7%
Super Micro Computer Inc. 0.2%
Value ($000) $564 Shares 558 Est. Cost $1010.03 Unrealized
UFPI UFP Industries Inc. 0.2%
Value ($000) $559 Shares 4,545 Est. Cost $116.18 Unrealized 0.0%
NSIT Insight Enterprises Inc. 0.2%
Value ($000) $547 Shares 2,951 Est. Cost $184.71 Unrealized 0.0%
SPSC SPS Commerce Inc. 0.2%
Value ($000) $545 Shares 2,950 Est. Cost $125.23 Unrealized +47.4%
GOOS Canada Goose Holdings Inc. 0.2%
Value ($000) $530 Shares 43,980 Est. Cost $12.15 Unrealized +2.2%
ALNT Allient Inc 0.2%
Value ($000) $473 Shares 13,266 Est. Cost $36.49 Unrealized -18.8%
MDY SPDR S&P Mid Cap 400 ETF (MDY) 0.1%
Value ($000) $335 Shares 602 Est. Cost $350.22 Unrealized
LMBS First Trust Low Duration Oppty ETF (LMBS) 0.1%
Value ($000) $285 Shares 5,916 Est. Cost $50.99 Unrealized
CAMT Camtek Ltd. 0.1%
Value ($000) $266 Shares 3,171 Est. Cost $77.34 Unrealized 0.0%
SCHX Schwab US Large Cap ETF (SCHX) 0.1%
Value ($000) $229 Shares 3,688 Est. Cost $56.39 Unrealized
SHY iShares Barclays 1-3 Yr Treasury ETF (SHY) 0.1%
Value ($000) $226 Shares 2,758 Est. Cost $81.79 Unrealized
SCHM Schwab US Mid Cap ETF (SCHM) 0.1%
Value ($000) $209 Shares 2,563 Est. Cost $75.33 Unrealized