Institutional Fund
Shaker Investments LLC/Oh
Cleveland, OHCIK 10090055 filings on record
Portfolio Value
$219.74M
Q1 2026
Holdings
82
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-8.6%
from $240.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Axos Financial Inc14.3%
- Nvidia Corporation5.1%
- Broadcom Inc4.2%
- Alphabet Inc4.2%
- Taiwan Semiconductor Mfg Ltd3.7%
- Apple Inc3.6%
- Other64.9%
Portfolio Holdings
82 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Axos Financial Inc | 368.7K | $31.37M | 14.3% | −10.0K | Reduced |
| 2 | Nvidia Corporation | 64.7K | $11.28M | 5.1% | −3.5K | Reduced |
| 3 | Broadcom Inc | 30.0K | $9.29M | 4.2% | −6.9K | Reduced |
| 4 | Alphabet Inc | 32.2K | $9.26M | 4.2% | −1.8K | Reduced |
| 5 | Taiwan Semiconductor Mfg Ltd | 24.0K | $8.11M | 3.7% | −1.3K | Reduced |
| 6 | Apple Inc | 30.8K | $7.82M | 3.6% | −1.5K | Reduced |
| 7 | Microsoft Corp | 18.0K | $6.65M | 3.0% | −3.2K | Reduced |
| 8 | Iradimed Corp | 60.0K | $5.78M | 2.6% | −2.2K | Reduced |
| 9 | Micron Technology Inc | 16.7K | $5.64M | 2.6% | −17.6K | Reduced |
| 10 | Caseys Gen Stores Inc | 7.3K | $5.33M | 2.4% | −466 | Reduced |
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