HoldingsChannel.com
Shaker Investments LLC OH Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
AXOS FINL INC 658,630 -13,675 $19,943
     AX658,630-13,675$19,943
DEXCOM INC 36,442 -4,142 $7,971
     DXCM36,442-4,142$7,971
INSULET CORP 41,232 -2,508 $7,059
     PODD41,232-2,508$7,059
THE TRADE DESK INC 26,186 -134 $6,803
     TTD26,186-134$6,803
PAYCOM SOFTWARE INC 24,952 -1,945 $6,606
     PAYC24,952-1,945$6,606
PAYLOCITY HLDG CORP 51,934 -2,387 $6,275
     PCTY51,934-2,387$6,275
COSTAR GROUP INC 10,165 -42 $6,082
     CSGP10,165-42$6,082
SYNNEX CORP 39,325 -80 $5,065
     SNX39,325-80$5,065
PAYPAL HLDGS INC 41,471 -73 $4,486
     PYPL41,471-73$4,486
ARGAN INC 107,646 -666 $4,321
     AGX107,646-666$4,321
GLOBANT S A 39,022 -292 $4,138
     GLOB39,022-292$4,138
VISA INC 19,964 -20 $3,751
     V19,964-20$3,751
BROADCOM INC 11,807 +78 $3,731
     AVGO11,807+78$3,731
ZEBRA TECHNOLOGIES CORP 13,999 -59 $3,576
     ZBRA13,999-59$3,576
ALPHABET INC 2,339 -430 $3,133
     GOOGL2,339-430$3,133
AMAZON COM INC 1,623 -259 $2,999
     AMZN1,623-259$2,999
FIDELITY NATL INFORMATION SV 20,153 -66 $2,803
     FIS20,153-66$2,803
INTUITIVE SURGICAL INC 4,684 -31 $2,769
     ISRG4,684-31$2,769
LGI HOMES INC 33,551 -10,169 $2,370
     LGIH33,551-10,169$2,370
ENCORE CAP GROUP INC 65,683 +148 $2,323
     ECPG65,683+148$2,323
EURONET WORLDWIDE INC 13,442 -1,591 $2,118
     EEFT13,442-1,591$2,118
LIVONGO HEALTH INC 82,497 +82,497 $2,067
     LVGO82,497+82,497$2,067
BURLINGTON STORES INC 9,029 -69 $2,059
     BURL9,029-69$2,059
MICRON TECHNOLOGY INC 36,480 -32 $1,962
     MU36,480-32$1,962
ULTA BEAUTY INC 7,611 -38 $1,927
     ULTA7,611-38$1,927
TANDEM DIABETES CARE INC 32,091 +4,893 $1,913
     TNDM32,091+4,893$1,913
XCEL ENERGY INC 27,723 +5,173 $1,760
     XEL27,723+5,173$1,760
CITIZENS FINL GROUP INC 42,602 +27,202 $1,730
     CFG42,602+27,202$1,730
STARBUCKS CORP 19,211 +6 $1,689
     SBUX19,211+6$1,689
SYNOVUS FINL CORP 42,427 -15,271 $1,663
     SNV42,427-15,271$1,663
FACEBOOK INC 7,890 +4,010 $1,619
     FB7,890+4,010$1,619
CDW CORP 11,238 -96 $1,605
     CDW11,238-96$1,605
LIVEPERSON INC 42,084 +6,884 $1,557
     LPSN42,084+6,884$1,557
MICROCHIP TECHNOLOGY INC 14,329 +23 $1,501
     MCHP14,329+23$1,501
HOME DEPOT INC 6,837 -83 $1,493
     HD6,837-83$1,493
META FINL GROUP INC 39,620 +16,225 $1,447
     CASH39,620+16,225$1,447
AMERICAN ELEC PWR CO INC 14,812 -64 $1,400
     AEP14,812-64$1,400
MONSTER BEVERAGE CORP NEW 22,026 -28 $1,400
     MNST22,026-28$1,400
NISOURCE INC 48,405 UNCH $1,348
     NI48,405UNCH$1,348
MONOLITHIC PWR SYS INC 7,215 +1,097 $1,284
     MPWR7,215+1,097$1,284
DXP ENTERPRISES INC NEW 30,445 +10,190 $1,212
     DXPE30,445+10,190$1,212
SPDR S&P 500 ETF TR (SPY) 3,730 -18 $1,200
     SPY3,730-18$1,200
INSTALLED BLDG PRODS INC 16,495 +30 $1,136
     IBP16,495+30$1,136
PERFORMANCE FOOD GROUP CO 20,395 +11,835 $1,050
     PFGC20,395+11,835$1,050
EDWARDS LIFESCIENCES CORP 4,442 +2 $1,036
     EW4,442+2$1,036
OMNICELL INC 12,586 +26 $1,029
     OMCL12,586+26$1,029
QUALYS INC 11,770 UNCH $981
     QLYS11,770UNCH$981
SNAP ON INC 5,461 -12 $925
     SNA5,461-12$925
ALARM COM HLDGS INC 21,193 -5,892 $911
     ALRM21,193-5,892$911
SPROUTS FMRS MKT INC 44,900 -8,525 $869
     SFM44,900-8,525$869

See Full List: All Stocks Held By Shaker Investments LLC OH
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Shaker Investments LLC OH

Size ($ in 1000's)
At 12/31/2019: $168,176
At 09/30/2019: $152,907

Shaker Investments LLC OH holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shaker Investments LLC OH 13F filings. Link to 13F filings: SEC filings

Shaker Investments LLC OH Top Holdings 13F Filings | www.HoldingsChannel.com

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