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DIKER MANAGEMENT LLC 13F holdings

Filed 2026-08-14 · DIKER MANAGEMENT LLC · 46 positions · $129.9M

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TickerCompanySharesValue% of portfolio
—STERIS PLC257.6K$54.2M41.7%
AMDADVANCED MICRO DEVICES INC13.0K$7.6M5.8%
NBISNEBIUS GROUP N.V.26.0K$7.2M5.5%
LITELUMENTUM HLDGS INC6.5K$5.6M4.3%
AMKRAMKOR TECHNOLOGY INC60.0K$5.2M4.0%
COHRCOHERENT CORP13.0K$5.1M3.9%
SMTCSEMTECH CORP28.9K$4.7M3.6%
UCTTULTRA CLEAN HLDGS INC27.0K$3.9M3.0%
AAPLAPPLE INC13.1K$3.8M2.9%
—ICHOR HOLDINGS32.5K$3.7M2.8%
—SHARKNINJA INC20.0K$3.0M2.3%
NVTSNAVITAS SEMICONDUCTOR CORP153.6K$2.8M2.1%
FROGJFROG LTD30.0K$2.7M2.1%
ENTGENTEGRIS INC10.0K$1.8M1.4%
RKLBROCKET LAB CORP14.0K$1.4M1.1%
ZBRAZEBRA TECHNOLOGIES CORPORATI5.0K$1.3M1.0%
FFIVF5 INC2.9K$1.2M0.9%
MSFTMICROSOFT CORP3.2K$1.2M0.9%
TDUPTHREDUP INC160.6K$1.1M0.8%
TOLTOLL BROTHERS INC6.4K$1.1M0.8%
CRWVCOREWEAVE INC10.0K$995,0000.8%
AFRMAFFIRM HLDGS INC10.0K$816,0000.6%
ANIKANIKA THERAPEUTICS INC53.7K$785,0000.6%
BVSBIOVENTUS INC75.1K$709,0000.5%
GMGENERAL MTRS CO9.0K$694,0000.5%
LNTHLANTHEUS HLDGS INC5.7K$635,0000.5%
SOFISOFI TECHNOLOGIES INC30.0K$538,0000.4%
ASTSAST SPACEMOBILE INC6.0K$533,0000.4%
PLSEPULSE BIOSCIENCES INC19.0K$527,0000.4%
SPRYARS PHARMACEUTICALS INC65.5K$525,0000.4%
TTANSERVICETITAN INC7.0K$495,0000.4%
MMM3M CO2.9K$476,0000.4%
GLDSPDR GOLD TR1.1K$419,0000.3%
DHID R HORTON INC2.5K$407,0000.3%
NETCLOUDFLARE INC1.5K$368,0000.3%
CVXCHEVRON CORPORATION2.2K$361,0000.3%
AKAMAKAMAI TECHNOLOGIES INC3.0K$355,0000.3%
AEOAMERICAN EAGLE OUTFITTERS IN20.0K$344,0000.3%
AORTARTIVION INC13.5K$303,0000.2%
JNJJOHNSON & JOHNSON1.2K$294,0000.2%
—BIRKENSTOCK HOLDING PLC6.7K$288,0000.2%
FSLYFASTLY INC12.0K$220,0000.2%
TMOTHERMO FISHER SCIENTIFIC INC400$201,0000.2%
VNDAVANDA PHARMACEUTICALS INC21.9K$134,0000.1%
LXRXLEXICON PHARMACEUTICALS INC20.0K$48,0000.0%
—JASPER THERAPEUTICS INC35.0K$15,0000.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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