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| Shaker Investments LLC
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|---|---|
| CRD # | 119135 |
| SEC # | 801-60907 |
| CIK # | 0001894133, 0001009005 |
| AUM | 258.8 M (2026-03-30) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 216-292-2950 |
| Address | 3201 Enterprise Parkway Beachwood, OH 44122-7337 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001894133 0001009005 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BOFI Holding Inc | 34.7 | ||
| Micron Technology Inc | 17.0 | ||
| Nvidia Corp | 15.2 | ||
| Alphabet Inc | 11.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 11.4 | ||
| Broadcom Inc | 11.3 | ||
| Apple Inc | 8.8 | ||
| Iradimed Corp | 7.8 | ||
| Amazon Com Inc | 7.6 | ||
| Microchip Technology Inc | 5.5 | ||
| Lilly Eli & Co | 5.0 | ||
| Lam Research Corp | 4.9 | ||
| Arista Networks Inc | 4.9 | ||
| Applied Materials Inc /DE | 4.8 | ||
| Microsoft Corp | 4.7 | ||
| GS Acquisition Holdings Corp | 4.7 | ||
| Comfort Systems USA Inc | 4.5 | ||
| Wintrust Financial Corp | 4.3 | ||
| Goldman Sachs Group Inc | 3.7 | ||
| Eaton Corp Ltd | 3.7 | ||
| Fortinet Inc | 3.6 | ||
| Morgan Stanley | 3.5 | ||
| Caseys General Stores Inc | 3.3 | ||
| Seagate Technology PLC | 3.1 | ||
| Wesco International Inc | 2.9 | ||
| Monolithic Power Systems Inc | 2.8 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Shaker Investments Tower Fund LP | 2013-03-01 | 102.6 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 0.0 |
| (b) Individuals (high net worth individuals) | 55 | 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 | 2 | 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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 0.3 |
| By Discretionary | ||
| Discretionary | 282 | 0.3 |
| Non-Discretionary | 1 | 0.0 |
| Total | 283 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 283 | 0.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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