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Diker Management LLC

All holdings · as of Mar 31, 2026

42 positions

CompanyClassValueShares% of portfolio
STERIS plc—$56.96M257,59350.8%
LUMENTUM HLDGS INC—$7.03M10,0006.3%
COHERENT CORP—$4.76M20,0004.2%
Nebius Group N.V.—$4.15M40,0003.7%
ADVANCED MICRO DEVICES INC—$4.07M20,0003.6%
SHOPIFY INC—$3.56M30,0003.2%
Apple Inc.—$3.32M13,0973.0%
Amkor Technology Inc—$2.70M60,0002.4%
CELESTICA INCCLSCommon Stock$2.25M8,0002.0%
SHARKNINJA INC—$2.12M20,0001.9%
Ultra Clean Holdings Inc—$1.68M27,0001.5%
SEMTECH CORP—$1.67M21,6751.5%
JFrog Ltd—$1.41M30,0001.3%
ICHOR HOLDINGS, LTD.—$1.40M30,0001.2%
IREN LIMITED—$1.37M40,0001.2%
AMPHENOL CORP /DE—$1.26M10,0001.1%
MICROSOFT CORP—$1.21M3,2631.1%
Toll Brothers Incorporated—$873.4K6,4000.8%
Anika Therapeutics, Inc.—$778.1K53,6620.7%
CoreWeave, Inc.—$774.7K10,0000.7%
Bioventus Inc.BVSCommon Stock$686.0K75,1360.6%
General Motors Co—$670.5K9,0000.6%
Lantheus Holdings, Inc.—$623.6K8,2220.6%
ThredUp Inc.—$526.6K160,5550.5%
ServiceNow Inc—$522.8K5,0000.5%
AST SpaceMobile, Inc.—$497.2K6,0000.4%
ARTIVION, INC.—$494.4K13,5000.4%
SPDR GOLD TR—$489.2K1,1370.4%
CHEVRON CORP—$450.2K2,1760.4%
Rocket Lab CorpRKLBCommon Stock$449.5K7,0000.4%
ServiceTitan, Inc.—$444.2K7,0000.4%
3M CO—$427.1K2,9410.4%
Everpure, Inc.—$413.3K7,0000.4%
PULSE BIOSCIENCES, INC.PLSECommon Stock$410.2K19,0000.4%
HORTON D R INC /DE—$342.8K2,4980.3%
AMERICAN EAGLE OUTFITTERS INC—$334.5K20,0270.3%
JOHNSON & JOHNSON—$282.6K1,1560.3%
ARS Pharmaceuticals, Inc.—$269.1K33,5080.2%
Birkenstock Holding plc—$240.1K6,7000.2%
VANDA PHARMACEUTICALS INC—$151.2K21,8800.1%
LEXICON PHARMACEUTICALS, INC.LXRXCommon Stock$31.2K20,0000.0%
JASPER THERAPEUTICS INCJSPRCommon Stock$30.7K35,0000.0%
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