Shaker Investments LLC Portfolio Holdings
Shaker Investments LLC
- $242 Million
- Q3 2025
Shaker Investments LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $242 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Axos Financial, Inc. with a value of $33.8M, Broadcom Inc. with a value of $12.3M, Nvidia Corp with a value of $12.3M, Microsoft Corp with a value of $8.49M, and Alphabet Inc. with a value of $8.3M.
Examining the 13F form we can see an increase of $4.18M in the current position value, from $237M to 242M.
Below you can find more details about Shaker Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$242 Million
Technology: $82.9 Million
Financial Services: $55.8 Million
Consumer Cyclical: $24.2 Million
Healthcare: $20.8 Million
Communication Services: $18.2 Million
ETFs: $13.3 Million
Industrials: $12.4 Million
Consumer Defensive: $7.85 Million
Other: $6.25 Million