DIKER MANAGEMENT LLC
42 holdingsFiling period: 2026-03-31Current AUM: $123.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | STERIS PLC | 257.6K | $57.0M | $57.0M | 46.31% | +144 | 2026-03-31 |
| 2 | LITE | LUMENTUM HLDGS INC | 10.0K | $7.0M | $7.1M | 5.80% | -10,000 | 2026-03-31 |
| 3 | COHR | COHERENT CORP | 20.0K | $4.8M | $5.3M | 4.27% | -20,000 | 2026-03-31 |
| 4 | — | NEBIUS GROUP N.V. | 40.0K | $4.2M | $4.2M | 3.37% | -- | 2026-03-31 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 20.0K | $4.1M | $9.5M | 7.74% | -- | 2026-03-31 |
| 6 | SHOP | SHOPIFY INC | 30.0K | $3.6M | $3.5M | 2.86% | +10.0K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 13.1K | $3.3M | $4.0M | 3.29% | -6,860 | 2026-03-31 |
| 8 | AMKR | AMKOR TECHNOLOGY INC | 60.0K | $2.7M | $3.0M | 2.43% | -- | 2026-03-31 |
| 9 | CLS | CELESTICA INC | 8.0K | $2.3M | $2.7M | 2.16% | +2.0K | 2026-03-31 |
| 10 | — | SHARKNINJA INC | 20.0K | $2.1M | $2.1M | 1.72% | -- | 2026-03-31 |
| 11 | UCTT | ULTRA CLEAN HLDGS INC | 27.0K | $1.7M | $2.2M | 1.83% | -- | 2026-03-31 |
| 12 | SMTC | SEMTECH CORP | 21.7K | $1.7M | $2.6M | 2.08% | +11.7K | 2026-03-31 |
| 13 | — | JFROG LTD | 30.0K | $1.4M | $1.4M | 1.14% | +5.0K | 2026-03-31 |
| 14 | — | ICHOR HOLDINGS | 30.0K | $1.4M | $1.4M | 1.14% | -- | 2026-03-31 |
| 15 | — | IREN LIMITED | 40.0K | $1.4M | $1.4M | 1.11% | -- | 2026-03-31 |
| 16 | APH | AMPHENOL CORP | 10.0K | $1.3M | $1.6M | 1.31% | -- | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 3.3K | $1.2M | $1.5M | 1.23% | -959 | 2026-03-31 |
| 18 | TOL | TOLL BROTHERS INC | 6.4K | $873K | $933K | 0.76% | -- | 2026-03-31 |
| 19 | ANIK | ANIKA THERAPEUTICS INC | 53.7K | $778K | $1.0M | 0.84% | -4,548 | 2026-03-31 |
| 20 | CRWV | COREWEAVE INC | 10.0K | $774K | $717K | 0.58% | -- | 2026-03-31 |
| 21 | BVS | BIOVENTUS INC | 75.1K | $685K | $988K | 0.80% | +50.1K | 2026-03-31 |
| 22 | GM | GENERAL MTRS CO | 9.0K | $670K | $799K | 0.65% | -9,800 | 2026-03-31 |
| 23 | LNTH | LANTHEUS HLDGS INC | 8.2K | $623K | $818K | 0.67% | -- | 2026-03-31 |
| 24 | TDUP | THREDUP INC | 160.6K | $526K | $927K | 0.75% | +8.0K | 2026-03-31 |
| 25 | NOW | SERVICENOW INC | 5.0K | $522K | $555K | 0.45% | -- | 2026-03-31 |
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