SHAKER INVESTMENTS LLC/OH Diversified Active

CIK: 0001009005 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 10, 2024

Total Value ($000): $240,041 (100.0% shares, 0.0% debt)

Holdings (90)

AX Axos Financial Inc. 11.5%
Value ($000) $27,645 Shares 439,653 Est. Cost $37.67 Unrealized +74.5%
AVGO Broadcom Ltd. 3.8%
Value ($000) $9,132 Shares 52,937 Est. Cost $144.24 Unrealized +9.5%
NVDA NVIDIA Corp 3.4%
Value ($000) $8,130 Shares 66,949 Est. Cost $98.47 Unrealized +19.9%
AMZN Amazon.com 3.3%
Value ($000) $7,806 Shares 41,891 Est. Cost $129.51 Unrealized +40.9%
GOOGL Alphabet Inc. 3.2%
Value ($000) $7,693 Shares 46,385 Est. Cost $112.33 Unrealized +48.4%
Arista Networks, Inc. 2.6%
Value ($000) $6,199 Shares 16,151 Est. Cost $172.66 Unrealized
ZBRA Zebra Technologies Corp 2.4%
Value ($000) $5,702 Shares 15,398 Est. Cost $311.41 Unrealized +7.9%
AAPL Apple Inc. 2.4%
Value ($000) $5,654 Shares 24,265 Est. Cost $190.23 Unrealized +16.7%
MU Micron Technology 2.3%
Value ($000) $5,603 Shares 54,028 Est. Cost $56.65 Unrealized +83.5%
LNTH Lantheus Holdings Inc. 2.0%
Value ($000) $4,917 Shares 44,803 Est. Cost $87.53 Unrealized +18.7%
MSFT Microsoft Corp 1.9%
Value ($000) $4,629 Shares 10,758 Est. Cost $335.41 Unrealized +26.1%
SFM Sprouts Farmers Market Inc. 1.9%
Value ($000) $4,546 Shares 41,175 Est. Cost $25.51 Unrealized +273.9%
KEX Kirby Corp. 1.9%
Value ($000) $4,522 Shares 36,932 Est. Cost $67.66 Unrealized +76.3%
META Meta Platforms Inc. 1.8%
Value ($000) $4,321 Shares 7,549 Est. Cost $476.44 Unrealized +7.5%
TSM Taiwan Semiconductor-Sp Adr 1.7%
Value ($000) $4,066 Shares 23,415 Est. Cost $129.96 Unrealized
FANG Diamondback Energy, Inc. 1.6%
Value ($000) $3,959 Shares 22,963 Est. Cost $98.53 Unrealized +87.9%
TXRH Texas Roadhouse, Inc. 1.6%
Value ($000) $3,878 Shares 21,958 Est. Cost $120.83 Unrealized +36.7%
HALO Halozyme Therapeutics Inc. 1.6%
Value ($000) $3,839 Shares 67,077 Est. Cost $44.86 Unrealized +27.8%
ICLR ICON PLC 1.6%
Value ($000) $3,809 Shares 13,257 Est. Cost $269.06 Unrealized +17.2%
CASY Casey's General Stores, Inc. 1.6%
Value ($000) $3,743 Shares 9,963 Est. Cost $218.28 Unrealized +70.1%
WSO Watsco, Inc. 1.6%
Value ($000) $3,724 Shares 7,571 Est. Cost $355.67 Unrealized +35.1%
MPWR Monolithic Power Systems Inc 1.5%
Value ($000) $3,663 Shares 3,962 Est. Cost $440.86 Unrealized +93.6%
CSGP CoStar Group, Inc. 1.5%
Value ($000) $3,554 Shares 47,114 Est. Cost $76.97 Unrealized -1.5%
ORLY O'Reilly Automotive 1.4%
Value ($000) $3,455 Shares 3,000 Est. Cost $28.38 Unrealized +158.8%
MEDP Medpace Holdings Inc 1.4%
Value ($000) $3,259 Shares 9,763 Est. Cost $122.97 Unrealized +208.9%
OLLI Ollie's Bargain Outlet Holdings Inc. 1.3%
Value ($000) $3,147 Shares 32,372 Est. Cost $61.17 Unrealized +57.6%
WTFC Wintrust Financial Corp 1.3%
Value ($000) $3,140 Shares 28,928 Est. Cost $82.10 Unrealized +27.0%
MSI Motorola Solutions Inc. 1.3%
Value ($000) $3,115 Shares 6,928 Est. Cost $202.96 Unrealized +102.4%
JPM JPMorgan Chase & Co. 1.2%
Value ($000) $2,971 Shares 14,091 Est. Cost $204.96 Unrealized 0.0%
EOG EOG Resources, Inc. 1.2%
Value ($000) $2,929 Shares 23,825 Est. Cost $78.42 Unrealized +53.5%
DHI D. R. Horton Inc. 1.1%
Value ($000) $2,758 Shares 14,455 Est. Cost $73.74 Unrealized +134.8%
FTNT Fortinet Inc. 1.1%
Value ($000) $2,665 Shares 34,368 Est. Cost $61.07 Unrealized +11.9%
MHO M/I Homes Inc. 1.1%
Value ($000) $2,589 Shares 15,109 Est. Cost $50.35 Unrealized +201.3%
PODD Insulet Corp. 1.1%
Value ($000) $2,563 Shares 11,012 Est. Cost $205.35 Unrealized 0.0%
IBP Installed Building Products, Inc. 1.0%
Value ($000) $2,331 Shares 9,467 Est. Cost $45.73 Unrealized +384.8%
CMG Chipotle Mexican Grill, Inc. 0.9%
Value ($000) $2,237 Shares 38,818 Est. Cost $55.35 Unrealized 0.0%
V Visa Inc. - Class A Shares 0.9%
Value ($000) $2,223 Shares 8,085 Est. Cost $142.56 Unrealized +87.8%
SNX TD SYNNEX Corp. 0.9%
Value ($000) $2,201 Shares 18,331 Est. Cost $105.61 Unrealized +7.3%
KNSL Kinsale Capital Group Inc. 0.9%
Value ($000) $2,190 Shares 4,703 Est. Cost $441.12 Unrealized 0.0%
PYPL PayPal Holdings Inc. 0.9%
Value ($000) $2,163 Shares 27,726 Est. Cost $66.73 Unrealized 0.0%
FIX Comfort Systems USA Inc. 0.9%
Value ($000) $2,150 Shares 5,507 Est. Cost $327.83 Unrealized 0.0%
CDW CDW Corporation 0.9%
Value ($000) $2,129 Shares 9,408 Est. Cost $108.94 Unrealized +99.7%
FSLR First Solar, Inc. 0.9%
Value ($000) $2,095 Shares 8,399 Est. Cost $225.17 Unrealized 0.0%
UBER Uber Technologies Inc. 0.9%
Value ($000) $2,069 Shares 27,531 Est. Cost $70.40 Unrealized 0.0%
BURL Burlington Stores 0.9%
Value ($000) $2,045 Shares 7,762 Est. Cost $258.80 Unrealized 0.0%
NOW ServiceNow Inc. 0.8%
Value ($000) $2,006 Shares 2,243 Est. Cost $164.40 Unrealized 0.0%
MCHP Microchip Technology 0.8%
Value ($000) $1,981 Shares 24,667 Est. Cost $65.97 Unrealized +20.1%
PCTY Paylocity Holding Corp. 0.8%
Value ($000) $1,924 Shares 11,665 Est. Cost $91.53 Unrealized +66.2%
SPY SPDR S&P 500 ETF Trust (SPY) 0.8%
Value ($000) $1,831 Shares 3,191 Est. Cost $229.46 Unrealized
MNST Monster Beverage Corp. 0.8%
Value ($000) $1,821 Shares 34,907 Est. Cost $42.17 Unrealized +17.5%
ECPG Encore Capital Group, Inc. 0.7%
Value ($000) $1,670 Shares 35,324 Est. Cost $41.38 Unrealized +14.7%
EEFT Euronet Worldwide, Inc. 0.7%
Value ($000) $1,622 Shares 16,347 Est. Cost $103.54 Unrealized -2.3%
AGX Argan, Inc. 0.7%
Value ($000) $1,608 Shares 15,853 Est. Cost $64.38 Unrealized +21.2%
IRMD iRadimed Corp 0.6%
Value ($000) $1,492 Shares 29,661 Est. Cost $43.46 Unrealized +4.0%
NSSC Napco Security Systems Inc. 0.6%
Value ($000) $1,425 Shares 35,215 Est. Cost $40.35 Unrealized +18.7%
DUOL Duolingo Inc. 0.6%
Value ($000) $1,417 Shares 5,025 Est. Cost $204.75 Unrealized +0.2%
SPYM SPDR Portfolio S&P 500 ETF (SPLG) 0.6%
Value ($000) $1,332 Shares 19,727 Est. Cost $60.19 Unrealized
CLFD Clearfield Inc 0.6%
Value ($000) $1,321 Shares 33,903 Est. Cost $28.66 Unrealized +35.6%
BOOT Boot Barn Holdings Inc. 0.5%
Value ($000) $1,292 Shares 7,725 Est. Cost $86.00 Unrealized +59.9%
LMAT LeMaitre Vascular, Inc. 0.5%
Value ($000) $1,285 Shares 13,836 Est. Cost $51.80 Unrealized +65.3%
CRM Salesforce, Inc. 0.5%
Value ($000) $1,109 Shares 4,052 Est. Cost $254.46 Unrealized -0.3%
TSCO Tractor Supply Co. 0.5%
Value ($000) $1,106 Shares 3,800 Est. Cost $52.42 Unrealized +0.2%
BKNG Booking Holdings Inc. 0.5%
Value ($000) $1,104 Shares 262 Est. Cost $3794.03 Unrealized 0.0%
ONTO Onto Innovation Inc. 0.4%
Value ($000) $1,054 Shares 5,077 Est. Cost $153.65 Unrealized +31.4%
NVO Novo Nordisk A/S - ADR 0.4%
Value ($000) $980 Shares 8,227 Est. Cost $103.45 Unrealized
XBI SPDR S&P Biotech ETF (XBI) 0.4%
Value ($000) $946 Shares 9,575 Est. Cost $95.08 Unrealized
IOVA Iovance Biotherapeutics Inc. 0.4%
Value ($000) $946 Shares 100,712 Est. Cost $11.17 Unrealized -15.2%
NSIT Insight Enterprises Inc. 0.4%
Value ($000) $906 Shares 4,208 Est. Cost $187.59 Unrealized +9.8%
AMPH Amphastar Pharmaceuticals Inc. 0.4%
Value ($000) $900 Shares 18,536 Est. Cost $43.40 Unrealized +1.1%
VOO Vanguard S&P 500 ETF (VOO) 0.4%
Value ($000) $882 Shares 1,672 Est. Cost $335.75 Unrealized
AVY Avery Dennison Corp. 0.3%
Value ($000) $798 Shares 3,613 Est. Cost $172.27 Unrealized +21.8%
ALG Alamo Group Inc. 0.3%
Value ($000) $724 Shares 4,020 Est. Cost $164.95 Unrealized +7.0%
ACLS Axcelis Technologies Inc. 0.3%
Value ($000) $642 Shares 6,126 Est. Cost $115.65 Unrealized +1.1%
KNF Knife River Corp. 0.3%
Value ($000) $632 Shares 7,066 Est. Cost $78.08 Unrealized 0.0%
EXLS ExlService Holdings Inc 0.2%
Value ($000) $583 Shares 15,289 Est. Cost $34.92 Unrealized 0.0%
SPSC SPS Commerce Inc. 0.2%
Value ($000) $583 Shares 3,000 Est. Cost $126.19 Unrealized +55.6%
FVRR Fiverr International Ltd 0.2%
Value ($000) $552 Shares 21,336 Est. Cost $24.22 Unrealized 0.0%
CVLG Covenant Logistics Group Inc. 0.2%
Value ($000) $541 Shares 10,232 Est. Cost $25.50 Unrealized 0.0%
KRYS Krystal Biotech Inc 0.2%
Value ($000) $532 Shares 2,920 Est. Cost $192.81 Unrealized 0.0%
CAMT Camtek Ltd. 0.2%
Value ($000) $477 Shares 5,974 Est. Cost $85.81 Unrealized +13.6%
CRUS Cirrus Logic 0.2%
Value ($000) $472 Shares 3,797 Est. Cost $132.41 Unrealized 0.0%
FXI iShares China Large-Cap ETF (FXI) 0.2%
Value ($000) $419 Shares 13,200 Est. Cost $31.78 Unrealized
MDY SPDR S&P Mid Cap 400 ETF (MDY) 0.1%
Value ($000) $345 Shares 605 Est. Cost $350.22 Unrealized
LMBS First Trust Low Duration Oppty ETF (LMBS) 0.1%
Value ($000) $285 Shares 5,766 Est. Cost $50.99 Unrealized
SRAD Sportradar Group AG 0.1%
Value ($000) $262 Shares 21,614 Est. Cost $12.11 Unrealized
SCHX Schwab US Large Cap ETF (SCHX) 0.1%
Value ($000) $230 Shares 3,391 Est. Cost $56.39 Unrealized
SHY iShares Barclays 1-3 Yr Treasury ETF (SHY) 0.1%
Value ($000) $214 Shares 2,570 Est. Cost $81.79 Unrealized
SCHM Schwab US Mid Cap ETF (SCHM) 0.1%
Value ($000) $213 Shares 2,569 Est. Cost $83.08 Unrealized
CATH Global X S&P 500 Catholic Values ETF 0.1%
Value ($000) $213 Shares 3,072 Est. Cost $65.40 Unrealized
IWO iShares Russell 2000 Growth ETF (IWO) 0.1%
Value ($000) $210 Shares 738 Est. Cost $284.11 Unrealized