StockDriftsStockDriftsTop 50 Shaker Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AX | Axos Financial Inc. | 12.47% | 356.4K | $34.7M | -3.35%(-12.34K) | $36.79(+175.65%) | 2026-06-30 | |
| MU | Micron Technology | 6.1% | 14.7K | $17.0M | -11.90%(-1.99K) | $102.79(+887.27%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 5.45% | 75.7K | $15.2M | +17.07%(+11.04K) | $111.67(+102.44%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. | 4.11% | 32.0K | $11.4M | -0.72%(-233) | $105.90(+225.52%) | 2026-06-30 | |
| TSM | Taiwan Semiconductor-Sp Adr | 4.09% | 23.8K | $11.4M | -0.75%(-181) | $144.56(+195.29%) | 2026-06-30 | |
| AVGO | Broadcom Ltd. | 4.05% | 29.8K | $11.3M | -0.62%(-185) | $46.34(+749.76%) | 2026-06-30 | |
| AAPL | Apple Inc. | 3.18% | 30.6K | $8.8M | -0.89%(-274) | $225.52(+35.41%) | 2026-06-30 | |
| IRMD | iRadimed Corp | 2.8% | 81.6K | $7.8M | +35.98%(+21.60K) | $63.58(+38.30%) | 2026-06-30 | |
| AMZN | Amazon.com | 2.75% | 32.0K | $7.6M | +34.98%(+8.31K) | $155.61(+68.71%) | 2026-06-30 | |
| XBI | SPDR S&P Biotech ETF (XBI) | 2.25% | 39.5K | $6.3M | +2.70%(+1.04K) | $115.79(+36.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.51% | +88.41% | +11.74% | +74.20% |
| Top 20 Holdings Unweighted | +20.85% | +76.52% | +10.82% | +67.18% |
Shaker Investments LLC reports $278.25M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are AX (12.5%), MU (6.1%) and NVDA (5.5%). The top 20 holdings account for 64.17% of reported assets. Its disclosed equity book has returned +88.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shaker Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1009005). View Shaker Investments LLC’s 13F filings on SEC