Filed: 5/15/2026ACC: 0001172661-26-002181
📋 What this filing means
DIKER MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $112.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$112.14M
Total AUM (reported)
1.18M
Total Shares
Allocation by class
SHS USD$56.96M50.8%
COM$35.77M31.9%
SHS CLASS A$4.15M3.7%
CL A SUB VTG SHS$3.56M3.2%
COM SHS$2.36M2.1%
CL A$2.20M2.0%
COM CL A$1.96M1.7%
Portfolio Concentration
Top 3$68.75M61.3%
4–10$22.17M19.8%
11–25$15.45M13.8%
Rest$5.76M5.1%
Top 3 weight
61.3%
Top 10 weight
81.1%
Voting Authority Distribution
Total shares with voting rights: 1.18M
Sole
Full voting authority
766.45K
shares
% of voting shares65.2%
Shared
Joint voting authority
408.68K
shares
% of voting shares34.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other20
Dominant voting typeSole · 65.2% of voting shares
Institutional Holdings42
Rows:
STERIS PLC
SOLEShares257.59K
TypeSH
Market value$56.96M
50.80%
Sole
257.59K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
DFNDShares10K
TypeSH
Market value$7.03M
6.27%
Sole
0.00
Shared
10K
None
0.00
COHERENT CORP
DFNDShares20K
TypeSH
Market value$4.76M
4.25%
Sole
0.00
Shared
20K
None
0.00
NEBIUS GROUP N.V.
DFNDShares40K
TypeSH
Market value$4.15M
3.70%
Sole
0.00
Shared
40K
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares20K
TypeSH
Market value$4.07M
3.63%
Sole
0.00
Shared
20K
None
0.00
SHOPIFY INC
DFNDShares30K
TypeSH
Market value$3.56M
3.17%
Sole
0.00
Shared
30K
None
0.00
APPLE INC
SOLEShares13.10K
TypeSH
Market value$3.32M
2.96%
Sole
13.10K
Shared
0.00
None
0.00
AMKOR TECHNOLOGY INC
DFNDShares60K
TypeSH
Market value$2.70M
2.41%
Sole
0.00
Shared
60K
None
0.00
CELESTICA INC
DFNDShares8K
TypeSH
Market value$2.25M
2.01%
Sole
0.00
Shared
8K
None
0.00
SHARKNINJA INC
DFNDShares20K
TypeSH
Market value$2.12M
1.89%
Sole
0.00
Shared
20K
None
0.00
ULTRA CLEAN HLDGS INC
DFNDShares27K
TypeSH
Market value$1.68M
1.50%
Sole
0.00
Shared
27K
None
0.00
SEMTECH CORP
DFNDShares21.68K
TypeSH
Market value$1.67M
1.49%
Sole
0.00
Shared
21.68K
None
0.00
JFROG LTD
DFNDShares30K
TypeSH
Market value$1.41M
1.26%
Sole
0.00
Shared
30K
None
0.00
ICHOR HOLDINGS
DFNDShares30K
TypeSH
Market value$1.40M
1.25%
Sole
0.00
Shared
30K
None
0.00
IREN LIMITED
DFNDShares40K
TypeSH
Market value$1.37M
1.22%
Sole
0.00
Shared
40K
None
0.00
AMPHENOL CORP
DFNDShares10K
TypeSH
Market value$1.26M
1.13%
Sole
0.00
Shared
10K
None
0.00
MICROSOFT CORP
SOLEShares3.26K
TypeSH
Market value$1.21M
1.08%
Sole
3.26K
Shared
0.00
None
0.00
TOLL BROTHERS INC
SOLEShares6.40K
TypeSH
Market value$873.4K
0.78%
Sole
6.40K
Shared
0.00
None
0.00
ANIKA THERAPEUTICS INC
SOLEShares53.66K
TypeSH
Market value$778.1K
0.69%
Sole
53.66K
Shared
0.00
None
0.00
COREWEAVE INC
DFNDShares10K
TypeSH
Market value$774.7K
0.69%
Sole
0.00
Shared
10K
None
0.00
BIOVENTUS INC
SOLEShares75.14K
TypeSH
Market value$686.0K
0.61%
Sole
75.14K
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares9K
TypeSH
Market value$670.5K
0.60%
Sole
9K
Shared
0.00
None
0.00
LANTHEUS HLDGS INC
SOLEShares8.22K
TypeSH
Market value$623.6K
0.56%
Sole
8.22K
Shared
0.00
None
0.00
THREDUP INC
SOLEShares160.56K
TypeSH
Market value$526.6K
0.47%
Sole
160.56K
Shared
0.00
None
0.00
SERVICENOW INC
DFNDShares5K
TypeSH
Market value$522.8K
0.47%
Sole
0.00
Shared
5K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STERIS PLCSOLE | SHS USD | 257.59K | SH | $56.96M 50.80% | 257.59K | 0.00 | 0.00 |
LUMENTUM HLDGS INCDFND | COM | 10K | SH | $7.03M 6.27% | 0.00 | 10K | 0.00 |
COHERENT CORPDFND | COM | 20K | SH | $4.76M 4.25% | 0.00 | 20K | 0.00 |
NEBIUS GROUP N.V.DFND | SHS CLASS A | 40K | SH | $4.15M 3.70% | 0.00 | 40K | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 20K | SH | $4.07M 3.63% | 0.00 | 20K | 0.00 |
SHOPIFY INCDFND | CL A SUB VTG SHS | 30K | SH | $3.56M 3.17% | 0.00 | 30K | 0.00 |
APPLE INCSOLE | COM | 13.10K | SH | $3.32M 2.96% | 13.10K | 0.00 | 0.00 |
AMKOR TECHNOLOGY INCDFND | COM | 60K | SH | $2.70M 2.41% | 0.00 | 60K | 0.00 |
CELESTICA INCDFND | COM | 8K | SH | $2.25M 2.01% | 0.00 | 8K | 0.00 |
SHARKNINJA INCDFND | COM SHS | 20K | SH | $2.12M 1.89% | 0.00 | 20K | 0.00 |
ULTRA CLEAN HLDGS INCDFND | COM | 27K | SH | $1.68M 1.50% | 0.00 | 27K | 0.00 |
SEMTECH CORPDFND | COM | 21.68K | SH | $1.67M 1.49% | 0.00 | 21.68K | 0.00 |
JFROG LTDDFND | ORD SHS | 30K | SH | $1.41M 1.26% | 0.00 | 30K | 0.00 |
ICHOR HOLDINGSDFND | SHS | 30K | SH | $1.40M 1.25% | 0.00 | 30K | 0.00 |
IREN LIMITEDDFND | ORDINARY SHARES | 40K | SH | $1.37M 1.22% | 0.00 | 40K | 0.00 |
AMPHENOL CORPDFND | CL A | 10K | SH | $1.26M 1.13% | 0.00 | 10K | 0.00 |
MICROSOFT CORPSOLE | COM | 3.26K | SH | $1.21M 1.08% | 3.26K | 0.00 | 0.00 |
TOLL BROTHERS INCSOLE | COM | 6.40K | SH | $873.4K 0.78% | 6.40K | 0.00 | 0.00 |
ANIKA THERAPEUTICS INCSOLE | COM | 53.66K | SH | $778.1K 0.69% | 53.66K | 0.00 | 0.00 |
COREWEAVE INCDFND | COM CL A | 10K | SH | $774.7K 0.69% | 0.00 | 10K | 0.00 |
BIOVENTUS INCSOLE | COM CL A | 75.14K | SH | $686.0K 0.61% | 75.14K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 9K | SH | $670.5K 0.60% | 9K | 0.00 | 0.00 |
LANTHEUS HLDGS INCSOLE | COM | 8.22K | SH | $623.6K 0.56% | 8.22K | 0.00 | 0.00 |
THREDUP INCSOLE | CL A | 160.56K | SH | $526.6K 0.47% | 160.56K | 0.00 | 0.00 |
SERVICENOW INCDFND | COM | 5K | SH | $522.8K 0.47% | 0.00 | 5K | 0.00 |
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