DIKER MANAGEMENT LLC 13F Holdings
CIK 0001276525 · New York, NY
As of Sep 30, 2025, DIKER MANAGEMENT LLC reported 38 positions worth
CIK 0001276525 · New York, NY
As of Sep 30, 2025, DIKER MANAGEMENT LLC reported 38 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STERIS PLC | STE | Healthcare | 258,281 | $63.9M | 51.61% |
| LUMENTUM HOLDINGS INC | LITE | Technology | 36,000 | $5.9M | 4.73% |
| NEBIUS GROUP NV | NBIS | Communication Services | 40,000 | $4.5M | 3.63% |
| COHERENT CORP | COHR | Technology | 40,000 | $4.3M | 3.48% |
| APPLE INC | AAPL | Technology | 13,107 | $3.3M | 2.70% |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 125,000 | $3.3M | 2.67% |
| SHOPIFY INC | SHOP | Technology | 20,000 | $3.0M | 2.40% |
| HUBSPOT INC | HUBS | Technology | 6,000 | $2.8M | 2.27% |
| AFFIRM HOLDINGS INC | AFRM | Technology | 35,000 | $2.6M | 2.07% |
| SERVICETITAN INC | TTAN | Technology | 23,000 | $2.3M | 1.87% |
| SERVICENOW INC | NOW | Technology | 2,500 | $2.3M | 1.86% |
| KLAVIYO INC | KVYO | Technology | 80,042 | $2.2M | 1.79% |
| COREWEAVE INC | CRWV | Technology | 16,000 | $2.2M | 1.77% |
| JFROG LTD | FROG | Technology | 45,000 | $2.1M | 1.72% |
| SHARKNINJA INC | SN | Consumer Cyclical | 20,000 | $2.1M | 1.67% |
| RUBRIK INC | RBRK | Technology | 24,000 | $2.0M | 1.59% |
| CYBERARK SOFTWARE LTD | CYBR | Technology | 4,000 | .9M | 1.56% |
| MICROSOFT CORP | MSFT | Technology | 3,362 | .7M | 1.41% |
| THREDUP INC | TDUP | Consumer Cyclical | 143,555 | .4M | 1.10% |
| COMPASS INC | COMP | Technology | 147,175 | .2M | 0.95% |
| GENERAL MOTORS CO | GM | Consumer Cyclical | 18,800 | .1M | 0.93% |
| TOLL BROTHERS INC | TOL | Consumer Cyclical | 6,400 | $884.1K | 0.71% |
| GREEN DOT CORP | GDOT | Financial Services | 50,000 | $671.5K | 0.54% |
| ARTIVION INC | AORT | Healthcare | 13,500 | $571.6K | 0.46% |
| ANIKA THERAPEUTICS INC | ANIK | — | 56,839 | $534.3K | 0.43% |