13F HOLDINGS REPORT
DIKER MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003396
Total Value
$106.4M
Positions
34
Other Managers
1
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STERIS PLC | STE | 262,281 | $63.0M | 59.19% |
| 2 | SHOPIFY INC | SHOP | 40,000 | $4.6M | 4.33% |
| 3 | APPLE INC | AAPL | 13,107 | $2.7M | 2.53% |
| 4 | KLAVIYO INC | KVYO | 80,042 | $2.7M | 2.53% |
| 5 | LUMENTUM HLDGS INC | LITE | 24,000 | $2.3M | 2.14% |
| 6 | MONDAY COM LTD | MNDY | 7,000 | $2.2M | 2.07% |
| 7 | COHERENT CORP | COHR | 24,000 | $2.1M | 2.01% |
| 8 | AFFIRM HLDGS INC | AFRM | 30,000 | $2.1M | 1.95% |
| 9 | TWILIO INC | TWLO | 16,000 | $2.0M | 1.87% |
| 10 | SHARKNINJA INC | SN | 20,000 | $2.0M | 1.86% |
| 11 | JFROG LTD | FROG | 45,000 | $2.0M | 1.86% |
| 12 | COMPASS INC | COMP | 297,175 | $1.9M | 1.75% |
| 13 | MICROSOFT CORP | MSFT | 3,362 | $1.7M | 1.57% |
| 14 | HUBSPOT INC | HUBS | 3,000 | $1.7M | 1.57% |
| 15 | CYBERARK SOFTWARE LTD | M2682V108 | 4,000 | $1.6M | 1.53% |
| 16 | SERVICETITAN INC | TTAN | 13,003 | $1.4M | 1.31% |
| 17 | THREDUP INC | TDUP | 128,055 | $959,132 | 0.90% |
| 18 | GENERAL MTRS CO | 37045V100 | 18,800 | $925,148 | 0.87% |
| 19 | NEBIUS GROUP N.V. | NBIS | 15,000 | $829,950 | 0.78% |
| 20 | TOLL BROTHERS INC | TOL | 6,400 | $730,432 | 0.69% |
| 21 | SEZZLE INC | SEZL | 4,000 | $717,000 | 0.67% |
| 22 | ARS PHARMACEUTICALS INC | SPRY | 41,000 | $715,450 | 0.67% |
| 23 | APPLOVIN CORP | APP | 2,000 | $700,160 | 0.66% |
| 24 | LANTHEUS HLDGS INC | LNTH | 8,222 | $673,053 | 0.63% |
| 25 | COREWEAVE INC | CRWV | 4,000 | $652,240 | 0.61% |
| 26 | ANIKA THERAPEUTICS INC | ANIK | 56,839 | $601,357 | 0.56% |
| 27 | UPSTART HLDGS INC | UPST | 9,000 | $582,120 | 0.55% |
| 28 | ARTIVION INC | AORT | 15,000 | $466,500 | 0.44% |
| 29 | 3M CO | MMM | 2,927 | $445,606 | 0.42% |
| 30 | LENNAR CORP | LEN-B | 3,502 | $387,356 | 0.36% |
| 31 | SPDR GOLD TR | GLD | 1,137 | $346,592 | 0.33% |
| 32 | D R HORTON INC | 23331A109 | 2,498 | $322,042 | 0.30% |
| 33 | CHEVRON CORP NEW | CVX | 2,156 | $308,718 | 0.29% |
| 34 | AMERICAN EAGLE OUTFITTERS IN | AEO | 22,327 | $214,786 | 0.20% |