account_balance
Investment manager · 13F filer · SEC CIK 1276525
Diker Management LLC
Reported value$130Mas of Jun 30, 2026
Positions46 10 new, 6 sold out
Top 10 weight77.6%STE alone is 42%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
STESteris PLC
41.7%
AMDAdvanced Micro Devices Inc
5.8%Trimmed −35%
NBISNebius Group N.V.
5.5%Trimmed −35%
LITELumentum Holdings Inc.
4.3%−35%
AMKRAmkor Technology, Inc.
4.0%
COHRCoherent Corp.
3.9%Trimmed −35%
SMTCSemtech Corp
3.6%Added +33%
UCTTUltra Clean Holdings, Inc.
3.0%
AAPLApple Inc.
2.9%
ICHRIchor Holdings, Ltd.
2.8%+8%
SNSharkNinja, Inc.
2.3%
NVTSNavitas Semiconductor Corp
2.1%
STESteris PLC
41.7%
AMDAdvanced Micro Devices Inc
5.8%
NBISNebius Group N.V.
5.5%
LITE4.3%AMKR4.0%COHR3.9%SMTC3.6%UCTTAAPL2.9%ICHR2.8%SN2.3%NVTSBoxes 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
STE Steris PLC 41.7% HeldAMD Advanced Micro Devices Inc 5.8% Trimmed −35%NBIS Nebius Group N.V. 5.5% Trimmed −35%LITE Lumentum Holdings Inc. 4.3% Trimmed −35%AMKR Amkor Technology, Inc. 4.0% HeldCOHR Coherent Corp. 3.9% Trimmed −35%SMTC Semtech Corp 3.6% Added +33%UCTT Ultra Clean Holdings, Inc. 3.0% HeldAAPL Apple Inc. 2.9% HeldICHR Ichor Holdings, Ltd. 2.8% Added +8%SN SharkNinja, Inc. 2.3% HeldNVTS Navitas Semiconductor Corp 2.1% New
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.