13F HOLDINGS REPORT
DIKER MANAGEMENT LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003830
Total Value
$112.0M
Positions
37
Other Managers
1
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STERIS PLC | STE | 269,460 | $59.1M | 52.80% |
| 2 | FRESHWORKS INC | FRSH | 250,000 | $5.0M | 4.45% |
| 3 | HUBSPOT INC | HUBS | 9,000 | $4.4M | 3.96% |
| 4 | DRAFTKINGS INC NEW | DKNG | 150,000 | $4.4M | 3.94% |
| 5 | SUPER MICRO COMPUTER INC | SMCI | 15,000 | $4.1M | 3.67% |
| 6 | BILL HOLDINGS INC | BILL | 30,000 | $3.3M | 2.91% |
| 7 | CONFLUENT INC | 20717M103 | 100,000 | $3.0M | 2.64% |
| 8 | AMAZON COM INC | AMZN | 20,000 | $2.5M | 2.27% |
| 9 | WAYFAIR INC | W | 40,000 | $2.4M | 2.16% |
| 10 | THE TRADE DESK INC | 88339J105 | 30,000 | $2.3M | 2.09% |
| 11 | APPLE INC | AAPL | 13,292 | $2.3M | 2.03% |
| 12 | FIVE9 INC | FIVN | 35,000 | $2.3M | 2.01% |
| 13 | ZSCALER INC | ZS | 13,000 | $2.0M | 1.81% |
| 14 | Q2 HLDGS INC | QTWO | 40,000 | $1.3M | 1.15% |
| 15 | WHIRLPOOL CORP | WHR-PA | 8,505 | $1.1M | 1.02% |
| 16 | MICROSOFT CORP | MSFT | 3,392 | $1.1M | 0.96% |
| 17 | AFFIRM HLDGS INC | AFRM | 50,000 | $1.1M | 0.95% |
| 18 | APPLIED DIGITAL CORP | APLD | 150,000 | $936,000 | 0.84% |
| 19 | ANIKA THERAPEUTICS INC | ANIK | 50,239 | $935,953 | 0.84% |
| 20 | PHREESIA INC | PHR | 50,000 | $934,000 | 0.83% |
| 21 | UIPATH INC | PATH | 50,000 | $855,500 | 0.76% |
| 22 | TABOOLA.COM LTD | TBLAW | 200,000 | $758,000 | 0.68% |
| 23 | BLOCK INC | BSQKZ | 15,000 | $663,900 | 0.59% |
| 24 | EXPEDIA GROUP INC | EXPE | 6,000 | $618,420 | 0.55% |
| 25 | GENERAL MTRS CO | 37045V100 | 18,000 | $593,460 | 0.53% |
| 26 | TWILIO INC | TWLO | 10,000 | $585,300 | 0.52% |
| 27 | AMERICAN EAGLE OUTFITTERS IN | AEO | 34,127 | $566,849 | 0.51% |
| 28 | SOUNDHOUND AI INC | SOUNW | 250,000 | $502,500 | 0.45% |
| 29 | TOLL BROTHERS INC | TOL | 6,400 | $473,344 | 0.42% |
| 30 | CHEVRON CORP NEW | CVX | 2,156 | $363,545 | 0.32% |
| 31 | INNOVID CORP | INHD | 250,000 | $320,000 | 0.29% |
| 32 | 3M CO | MMM | 2,927 | $274,026 | 0.24% |
| 33 | D R HORTON INC | 23331A109 | 2,498 | $268,460 | 0.24% |
| 34 | GOLDMAN SACHS GROUP INC | GSCE | 700 | $226,499 | 0.20% |
| 35 | THERMO FISHER SCIENTIFIC INC | TMO | 400 | $202,468 | 0.18% |
| 36 | QUIPT HOME MEDICAL CORP | 74880P104 | 29,000 | $147,610 | 0.13% |
| 37 | THREDUP INC | TDUP | 10,000 | $40,100 | 0.04% |