account_balance
Investment manager · 13F filer · SEC CIK 1009005
Shaker Investments LLC
Reported value$268Mas of Sep 30, 2026
Positions89 9 new, 7 sold out
Top 10 weight46.4%AX alone is 11%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AXAxos Financial, Inc.
11.4%
NVDANVIDIA Corp
5.7%Trimmed −12%
GOOGLAlphabet Inc.
4.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.1%
MUMicron Technology Inc
4.1%Trimmed −31%
AVGOBroadcom Inc.
3.9%
AAPLApple Inc.
3.9%Added +2%
MSFTMicrosoft Corp
3.3%Added +37%
AMZNAmazon.com Inc
3.0%
IRMDIradimed Corp
2.9%Added +12%
LLYELI Lilly & Co
2.6%+42%
XBISPDR S&P Biotech ETF (xbi)
2.4%
AXAxos Financial, Inc.
11.4%
NVDANVIDIA Corp
5.7%
GOOGLAlphabet Inc.
4.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.1%
MUMicron Technology Inc
4.1%−31%
AVGOBroadcom Inc.
3.9%
AAPLApple Inc.
3.9%
MSFTMicrosoft Corp
3.3%
AMZNAmazon.com Inc
3.0%
IRMD2.9%LLY2.6%XBI2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AX Axos Financial, Inc. 11.4% HeldNVDA NVIDIA Corp 5.7% Trimmed −12%GOOGL Alphabet Inc. 4.1% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 4.1% HeldMU Micron Technology Inc 4.1% Trimmed −31%AVGO Broadcom Inc. 3.9% HeldAAPL Apple Inc. 3.9% Added +2%MSFT Microsoft Corp 3.3% Added +37%AMZN Amazon.com Inc 3.0% HeldIRMD Iradimed Corp 2.9% Added +12%LLY ELI Lilly & Co 2.6% Added +42%
XBI SPDR S&P Biotech ETF (xbi) 2.4% Added +3%
What changed
Biggest moves since Jun 30, 2026
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