HoldingsChannel.com
Shaker Investments LLC OH Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AXOS FINL INC 645,602 -13,028 $11,705
     AX645,602-13,028$11,705
DEXCOM INC 24,400 -12,042 $6,570
     DXCM24,400-12,042$6,570
COSTAR GROUP INC 9,452 -713 $5,550
     CSGP9,452-713$5,550
INSULET CORP 29,012 -12,220 $4,807
     PODD29,012-12,220$4,807
PAYCOM SOFTWARE INC 21,481 -3,471 $4,339
     PAYC21,481-3,471$4,339
THE TRADE DESK INC 19,743 -6,443 $3,810
     TTD19,743-6,443$3,810
ARGAN INC 108,797 +1,151 $3,761
     AGX108,797+1,151$3,761
PAYLOCITY HLDG CORP 40,474 -11,460 $3,575
     PCTY40,474-11,460$3,575
GLOBANT S A 39,380 +358 $3,461
     GLOB39,380+358$3,461
VISA INC 19,840 -124 $3,197
     V19,840-124$3,197
LIVONGO HEALTH INC 111,598 +29,101 $3,184
     LVGO111,598+29,101$3,184
AMAZON COM INC 1,602 -21 $3,123
     AMZN1,602-21$3,123
PAYPAL HLDGS INC 32,122 -9,349 $3,075
     PYPL32,122-9,349$3,075
SYNNEX CORP 39,681 +356 $2,901
     SNX39,681+356$2,901
ALPHABET INC 2,327 -12 $2,704
     GOOGL2,327-12$2,704
MICRON TECHNOLOGY INC 63,839 +27,359 $2,685
     MU63,839+27,359$2,685
BROADCOM INC 11,090 -717 $2,629
     AVGO11,090-717$2,629
ZEBRA TECHNOLOGIES CORP 14,009 +10 $2,572
     ZBRA14,009+10$2,572
FIDELITY NATL INFORMATION SV 19,995 -158 $2,432
     FIS19,995-158$2,432
ENCORE CAP GROUP INC 103,151 +37,468 $2,412
     ECPG103,151+37,468$2,412
TANDEM DIABETES CARE INC 32,416 +325 $2,086
     TNDM32,416+325$2,086
CITIZENS FINANCIAL GROUP INC 107,063 +64,461 $2,014
     CFG107,063+64,461$2,014
XCEL ENERGY INC 27,805 +82 $1,677
     XEL27,805+82$1,677
LGI HOMES INC 33,758 +207 $1,524
     LGIH33,758+207$1,524
HOME DEPOT INC 6,825 -12 $1,274
     HD6,825-12$1,274
STARBUCKS CORP 19,251 +40 $1,266
     SBUX19,251+40$1,266
MONSTER BEVERAGE CORP NEW 22,064 +38 $1,241
     MNST22,064+38$1,241
MONOLITHIC PWR SYS INC 7,346 +131 $1,230
     MPWR7,346+131$1,230
AMERICAN ELEC PWR CO INC 14,831 +19 $1,186
     AEP14,831+19$1,186
NISOURCE INC 43,949 -4,456 $1,097
     NI43,949-4,456$1,097
EDWARDS LIFESCIENCES CORP 5,648 +1,206 $1,065
     EW5,648+1,206$1,065
SPROUTS FMRS MKT INC 54,687 +9,787 $1,017
     SFM54,687+9,787$1,017
LIVEPERSON INC 42,846 +762 $975
     LPSN42,846+762$975
QUALYS INC 9,934 -1,836 $864
     QLYS9,934-1,836$864
OMNICELL INC 12,856 +270 $843
     OMCL12,856+270$843
SPDR S&P 500 ETF TR (SPY) 3,222 -508 $831
     SPY3,222-508$831
FORTINET INC 7,400 UNCH $749
     FTNT7,400UNCH$749
VEEVA SYS INC 4,650 +4,650 $727
     VEEV4,650+4,650$727
MICROCHIP TECHNOLOGY INC 10,321 -4,008 $700
     MCHP10,321-4,008$700
ISHARES TR (IGSB) 13,349 UNCH $699
     IGSB13,349UNCH$699
BURLINGTON STORES INC 4,364 -4,665 $692
     BURL4,364-4,665$692
META FINL GROUP INC 31,665 -7,955 $688
     CASH31,665-7,955$688
CDW CORP 7,370 -3,868 $687
     CDW7,370-3,868$687
CHARLES RIV LABS INTL INC 5,430 +195 $685
     CRL5,430+195$685
INSTALLED BLDG PRODS INC 16,820 +325 $671
     IBP16,820+325$671
ISHARES TR (SHY) 7,542 -700 $654
     SHY7,542-700$654
POLYONE CORP 33,184 +15,159 $630
     POL33,184+15,159$630
FACEBOOK INC 3,517 -4,373 $587
     FB3,517-4,373$587
GLOBAL PMTS INC 4,050 UNCH $584
     GPN4,050UNCH$584
EURONET WORLDWIDE INC 6,781 -6,661 $581
     EEFT6,781-6,661$581

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 03/31/2020: $116,701
At 12/31/2019: $168,176

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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