All Stocks Held By Shaker Investments LLC OH

As of 12/31/2023, we find all stocks held by Shaker Investments LLC OH to be as follows, presented in the table below with each row detailing each Shaker Investments LLC OH position, ordered by largest to smallest position size. The all-stocks-held-by-Shaker Investments LLC OH table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Shaker Investments LLC OH as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
Axos Financial Inc.	467,532	-2,270	$25,527
AX	467,532	-2,270	$25,527
WESCO International Inc.	41,156	-5,659	$7,156
WCC	41,156	-5,659	$7,156
Broadcom Ltd.	6,374	-1	$7,115
AVGO	6,374	-1	$7,115
Amazon.com	46,159	+6,015	$7,013
AMZN	46,159	+6,015	$7,013
Alphabet Inc.	50,149	+4,915	$7,005
GOOGL	50,149	+4,915	$7,005
Micron Technology	70,468	-87	$6,014
MU	70,468	-87	$6,014
Dexcom Inc.	46,282	+56	$5,743
DXCM	46,282	+56	$5,743
Visa Inc. Class A Shares (V)	19,507	-23	$5,079
V	19,507	-23	$5,079
Cencora Inc.	26,377	-47	$4,747
ABC	26,377	-47	$4,747
CoStar Group Inc.	47,068	-15,224	$4,113
CSGP	47,068	-15,224	$4,113
Insulet Corp.	18,576	+6,459	$4,031
PODD	18,576	+6,459	$4,031
Paylocity Holding Corp.	23,672	+77	$3,902
PCTY	23,672	+77	$3,902
Kirby Corp.	49,588	-5,717	$3,892
KEX	49,588	-5,717	$3,892
Arista Networks Inc.	16,262	-27	$3,830
ANET	16,262	-27	$3,830
Globant SA	15,810	+18	$3,762
GLOB	15,810	+18	$3,762
Paycom Software Inc.	18,031	+6,242	$3,727
PAYC	18,031	+6,242	$3,727
Medpace Holdings Inc	11,889	-7	$3,644
MEDP	11,889	-7	$3,644
Monolithic Power Systems Inc	5,741	-2	$3,621
MPWR	5,741	-2	$3,621
Diamondback Energy Inc.	23,036	+35	$3,572
FANG	23,036	+35	$3,572
EOG Resources Inc.	27,853	-102	$3,369
EOG	27,853	-102	$3,369
Watsco Inc.	7,540	+4	$3,231
WSO	7,540	+4	$3,231
Microsoft Corp	8,450	+1,883	$3,178
MSFT	8,450	+1,883	$3,178
Wintrust Financial Corp	34,144	+9	$3,167
WTFC	34,144	+9	$3,167
Microchip Technology	34,206	+78	$3,085
MCHP	34,206	+78	$3,085
Concentrix Corp.	31,273	+31,273	$3,071
CNXC	31,273	+31,273	$3,071
Amphastar Pharmaceuticals Inc.	49,078	+28,283	$3,035
AMPH	49,078	+28,283	$3,035
Euronet Worldwide Inc.	29,566	+848	$3,001
EEFT	29,566	+848	$3,001
O Reilly Automotive	3,018	-12	$2,867
ORLY	3,018	-12	$2,867
DoubleVerify Holdings Inc	75,927	+280	$2,793
DV	75,927	+280	$2,793
Casey s General Stores Inc.	9,946	-3,281	$2,733
CASY	9,946	-3,281	$2,733
Sprouts Farmers Market Inc.	55,526	+273	$2,671
SFM	55,526	+273	$2,671
ICON PLC	9,038	+5	$2,558
ICLR	9,038	+5	$2,558
Encore Capital Group Inc.	49,125	+44	$2,493
ECPG	49,125	+44	$2,493
ON Semiconductor	29,236	+76	$2,442
ON	29,236	+76	$2,442
Ollie s Bargain Outlet Holdings Inc.	32,089	+2,924	$2,435
OLLI	32,089	+2,924	$2,435
Fortinet Inc.	41,081	-13,493	$2,404
FTNT	41,081	-13,493	$2,404
The Trade Desk Inc.	32,498	+29	$2,339
TTD	32,498	+29	$2,339
NVIDIA Corp	4,659	+3,709	$2,307
NVDA	4,659	+3,709	$2,307
Motorola Solutions Inc.	6,969	+8	$2,182
MSI	6,969	+8	$2,182
CDW Corporation	9,490	-35	$2,157
CDW	9,490	-35	$2,157
Monster Beverage Corp.	35,542	-89	$2,048
MNST	35,542	-89	$2,048
Installed Building Products Inc.	10,665	+66	$1,950
IBP	10,665	+66	$1,950
Halozyme Therapeutics Inc.	52,568	+37	$1,943
HALO	52,568	+37	$1,943
M I Homes Inc.	13,453	-70	$1,853
MHO	13,453	-70	$1,853
Texas Roadhouse Inc.	15,131	+45	$1,849
TXRH	15,131	+45	$1,849
Airbnb Inc.	13,487	+6	$1,836
ABNB	13,487	+6	$1,836
D. R. Horton Inc.	12,044	-15,230	$1,830
DHI	12,044	-15,230	$1,830
Global Payments Inc.	14,289	+14,289	$1,815
GPN	14,289	+14,289	$1,815
Upwork Inc.	117,718	+51,931	$1,750
UPWK	117,718	+51,931	$1,750
Lantheus Holdings Inc.	27,780	+75	$1,722
LNTH	27,780	+75	$1,722
Charles River Laboratories	6,783	-1,119	$1,604
CRL	6,783	-1,119	$1,604
Matador Resources Co.	27,048	+26	$1,538
MTDR	27,048	+26	$1,538
SPDR S&P 500 ETF Trust SPY (SPY)	3,154	-96	$1,499
SPY	3,154	-96	$1,499
Taiwan Semiconductor Sp Adr	13,429	-4,287	$1,397
TSM	13,429	-4,287	$1,397
TD SYNNEX Corp.	12,654	+15	$1,362
SNX	12,654	+15	$1,362
The Boston Beer Company Inc.	3,443	-17	$1,190
SAM	3,443	-17	$1,190
Salesforce Inc.	4,046	+4,046	$1,065
CRM	4,046	+4,046	$1,065
Qualys Inc	5,353	-92	$1,051
QLYS	5,353	-92	$1,051
iRadimed Corp	20,000	+7,081	$949
IRMD	20,000	+7,081	$949
Novo Nordisk A S ADR	8,315	+8,315	$860
NVO	8,315	+8,315	$860
Alamo Group Inc.	3,933	+1,148	$827
ALG	3,933	+1,148	$827
Veeva Systems Inc.	4,163	+4,163	$801
VEEV	4,163	+4,163	$801
LeMaitre Vascular Inc.	13,489	+13,489	$766
LMAT	13,489	+13,489	$766
Clearfield Inc	25,385	+25,385	$738
CLFD	25,385	+25,385	$738
Vanguard S&P 500 ETF VOO (VOO)	1,677	+14	$733
VOO	1,677	+14	$733
Avery Dennison Corp.	3,622	+8	$732
AVY	3,622	+8	$732
Snap On Inc.	2,523	+15	$729
SNA	2,523	+15	$729
Dave & Buster s Entertainment Inc.	10,540	-7,255	$568
PLAY	10,540	-7,255	$568
SPS Commerce Inc.	2,916	+18	$565
SPSC	2,916	+18	$565
Burlington Stores	2,879	+18	$560
BURL	2,879	+18	$560
Nexstar Media Group Inc.	3,256	+3,256	$510
NXST	3,256	+3,256	$510
i3 Verticals Inc.	23,910	+13,535	$506
IIIV	23,910	+13,535	$506
Boot Barn Holdings Inc.	6,287	+6,287	$483
BOOT	6,287	+6,287	$483
Apple Computer Inc.	2,404	UNCH	$463
AAPL	2,404	UNCH	$463
Allient Inc	13,111	+85	$447
AMOT	13,111	+85	$447
SPDR Portfolio S&P 500 ETF SPLG (SPLG)	7,382	+7,382	$413
SPLG	7,382	+7,382	$413
Onto Innovation Inc.	2,352	+16	$360
ONTO	2,352	+16	$360
Napco Security Systems Inc.	9,995	+64	$342
NSSC	9,995	+64	$342
SPDR S&P Mid Cap 400 ETF MDY (MDY)	599	-18	$304
MDY	599	-18	$304
First Trust Low Duration Oppty ETF LMBS (LMBS)	5,916	UNCH	$286
LMBS	5,916	UNCH	$286
Canada Goose Holdings Inc.	19,949	+19,949	$236
GOOS	19,949	+19,949	$236
Schwab US Large Cap ETF SCHX (SCHX)	3,681	+3,681	$208
SCHX	3,681	+3,681	$208
Schwab US Mid Cap ETF SCHM (SCHM)	2,683	+2,683	$202
SCHM	2,683	+2,683	$202
Camtek Ltd.			$0 (exited)
CAMT	0	-6,571	$0
Cognex Corporation			$0 (exited)
CGNX	0	-16,216	$0
Fox Factory Holding Corp.			$0 (exited)
FOXF	0	-10,575	$0
Henry Schein Inc.			$0 (exited)
HSIC	0	-19,629	$0
Malibu Boats Inc.			$0 (exited)
MBUU	0	-21,934	$0
PayPal Holdings Inc.			$0 (exited)
PYPL	0	-13,020	$0
Teleflex Inc.			$0 (exited)
TFX	0	-3,094	$0
United Airlines Holdings Inc.			$0 (exited)
UAL	0	-57,098	$0
SPDR S&P Biotech ETF XBI	0	-15,724	$0 (exited)
XBI	0	-15,724	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
CNXC	+31,273	+$3,071
GPN	+14,289	+$1,815
CRM	+4,046	+$1,065
NVO	+8,315	+$860
VEEV	+4,163	+$801
LMAT	+13,489	+$766
CLFD	+25,385	+$738
NXST	+3,256	+$510
BOOT	+6,287	+$483
SPLG	+7,382	+$413

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
UAL	-57,098	-$2,415
HSIC	-19,629	-$1,457
XBI	-15,724	-$1,148
MBUU	-21,934	-$1,075
FOXF	-10,575	-$1,048
PYPL	-13,020	-$761
CGNX	-16,216	-$688
TFX	-3,094	-$608
CAMT	-6,571	-$409

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
UPWK	+51,931	+$1,003
AMPH	+28,283	+$2,079
IIIV	+13,535	+$287
IRMD	+7,081	+$376
PODD	+6,459	+$2,098
PAYC	+6,242	+$670
AMZN	+6,015	+$1,910
GOOGL	+4,915	+$1,086
NVDA	+3,709	+$1,894
OLLI	+2,924	+$184

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DHI	-15,230	-$1,101
CSGP	-15,224	-$677
FTNT	-13,493	-$798
PLAY	-7,255	-$92
KEX	-5,717	-$687
WCC	-5,659	+$423
TSM	-4,287	-$143
CASY	-3,281	-$858
AX	-2,270	+$7,740

Shaker Investments LLC OH Info

Size ($ in 1000's)
At 12/31/2023: $213,901
At 09/30/2023: $181,417

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

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