13F HOLDINGS REPORT
DIKER MANAGEMENT LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002249
Total Value
$96.0M
Positions
35
Other Managers
1
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STERIS PLC | STE | 275,685 | $52.7M | 54.93% |
| 2 | HUBSPOT INC | HUBS | 13,000 | $5.6M | 5.81% |
| 3 | TOAST INC | TOST | 180,000 | $3.2M | 3.33% |
| 4 | OKTA INC | OKTA | 30,000 | $2.6M | 2.69% |
| 5 | FIVE9 INC | FIVN | 35,000 | $2.5M | 2.64% |
| 6 | BILL HOLDINGS INC | BILL | 30,000 | $2.4M | 2.54% |
| 7 | DRAFTKINGS INC NEW | DKNG | 120,000 | $2.3M | 2.42% |
| 8 | APPLE INC | AAPL | 13,492 | $2.2M | 2.32% |
| 9 | AMAZON COM INC | AMZN | 20,000 | $2.1M | 2.15% |
| 10 | BLOCK INC | BSQKZ | 30,000 | $2.1M | 2.15% |
| 11 | THE TRADE DESK INC | 88339J105 | 30,000 | $1.8M | 1.90% |
| 12 | ATLASSIAN CORPORATION | TEAM | 10,000 | $1.7M | 1.78% |
| 13 | TWILIO INC | TWLO | 20,000 | $1.3M | 1.39% |
| 14 | UBER TECHNOLOGIES INC | UBER | 40,000 | $1.3M | 1.32% |
| 15 | MICROSOFT CORP | MSFT | 4,037 | $1.2M | 1.21% |
| 16 | WHIRLPOOL CORP | WHR-PA | 8,205 | $1.1M | 1.13% |
| 17 | CONFLUENT INC | 20717M103 | 42,000 | $1.0M | 1.05% |
| 18 | Q2 HLDGS INC | QTWO | 40,000 | $984,800 | 1.03% |
| 19 | ANIKA THERAPEUTICS INC | ANIK | 33,289 | $956,060 | 1.00% |
| 20 | FRESHWORKS INC | FRSH | 60,000 | $921,600 | 0.96% |
| 21 | RINGCENTRAL INC | RNG | 20,000 | $613,400 | 0.64% |
| 22 | ZSCALER INC | ZS | 5,000 | $584,150 | 0.61% |
| 23 | EXPEDIA GROUP INC | EXPE | 6,000 | $582,180 | 0.61% |
| 24 | GENERAL MTRS CO | 37045V100 | 15,000 | $550,200 | 0.57% |
| 25 | TABOOLA.COM LTD | TBLAW | 200,000 | $544,000 | 0.57% |
| 26 | TOLL BROTHERS INC | TOL | 7,400 | $444,222 | 0.46% |
| 27 | AMERICAN EAGLE OUTFITTERS IN | AEO | 30,627 | $411,627 | 0.43% |
| 28 | INNOVID CORP | INHD | 250,000 | $352,500 | 0.37% |
| 29 | CHEVRON CORP NEW | CVX | 2,156 | $351,773 | 0.37% |
| 30 | THERMO FISHER SCIENTIFIC INC | TMO | 550 | $317,003 | 0.33% |
| 31 | 3M CO | MMM | 2,927 | $307,657 | 0.32% |
| 32 | SPDR GOLD TR | GLD | 1,444 | $264,570 | 0.28% |
| 33 | D R HORTON INC | 23331A109 | 2,498 | $244,030 | 0.25% |
| 34 | GOLDMAN SACHS GROUP INC | GSCE | 700 | $228,977 | 0.24% |
| 35 | QUIPT HOME MEDICAL CORP | 74880P104 | 31,000 | $217,310 | 0.23% |