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| Happy Holidays!! thanks for using AUM13F!! |
| Shaker Investments LLC
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| CRD # | 119135 |
| SEC # | 801-60907 |
| CIK # | 0001009005, 0001894133 |
| AUM | $253.1 M (2025-03-31) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 216-292-2950 |
| Address | 3201 Enterprise Parkway Beachwood, OH 44122-7337 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BOFI Holding Inc | 31.2 | ||
| Broadcom Inc | 11.6 | ||
| Nvidia Corp | 10.2 | ||
| Insulet Corp | 7.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.2 | ||
| J P Morgan Chase & Co | 5.8 | ||
| Amazon Com Inc | 5.0 | ||
| Facebook Inc | 4.8 | ||
| Netflix Inc | 4.8 | ||
| Alphabet Inc | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Shaker Investments Tower Fund LP | 2013-03-01 | 100.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 0.0 |
| (b) Individuals (high net worth individuals) | 68 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 0.3 |
| By Discretionary | ||
| Discretionary | 273 | 0.3 |
| Non-Discretionary | 1 | 0.0 |
| Total | 274 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 274 | 0.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001009005] | |
| SC 13G | [0001009005] | |
| D | [0001894133] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Shaker Investments Llc/Oh | BOFI Holding Inc | [2013-04-18] |
| Shaker Investments Llc/Oh | BOFI Holding Inc | [2012-01-26] |
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