13F HOLDINGS REPORT
DIKER MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004809
Total Value
$123.8M
Positions
38
Other Managers
1
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STERIS PLC | STE | 258,281 | $63.9M | 51.61% |
| 2 | LUMENTUM HLDGS INC | LITE | 36,000 | $5.9M | 4.73% |
| 3 | NEBIUS GROUP N.V. | NBIS | 40,000 | $4.5M | 3.63% |
| 4 | COHERENT CORP | COHR | 40,000 | $4.3M | 3.48% |
| 5 | APPLE INC | AAPL | 13,107 | $3.3M | 2.70% |
| 6 | SOFI TECHNOLOGIES INC | SOFI | 125,000 | $3.3M | 2.67% |
| 7 | SHOPIFY INC | SHOP | 20,000 | $3.0M | 2.40% |
| 8 | HUBSPOT INC | HUBS | 6,000 | $2.8M | 2.27% |
| 9 | AFFIRM HLDGS INC | AFRM | 35,000 | $2.6M | 2.07% |
| 10 | SERVICETITAN INC | TTAN | 23,000 | $2.3M | 1.87% |
| 11 | SERVICENOW INC | NOW | 2,500 | $2.3M | 1.86% |
| 12 | KLAVIYO INC | KVYO | 80,042 | $2.2M | 1.79% |
| 13 | COREWEAVE INC | CRWV | 16,000 | $2.2M | 1.77% |
| 14 | JFROG LTD | FROG | 45,000 | $2.1M | 1.72% |
| 15 | SHARKNINJA INC | SN | 20,000 | $2.1M | 1.67% |
| 16 | RUBRIK INC. | RBRK | 24,000 | $2.0M | 1.59% |
| 17 | CYBERARK SOFTWARE LTD | M2682V108 | 4,000 | $1.9M | 1.56% |
| 18 | MICROSOFT CORP | MSFT | 3,362 | $1.7M | 1.41% |
| 19 | THREDUP INC | TDUP | 143,555 | $1.4M | 1.10% |
| 20 | COMPASS INC | COMP | 147,175 | $1.2M | 0.95% |
| 21 | GENERAL MTRS CO | 37045V100 | 18,800 | $1.1M | 0.93% |
| 22 | TOLL BROTHERS INC | TOL | 6,400 | $884,096 | 0.71% |
| 23 | GREEN DOT CORP | GDOT | 50,000 | $671,500 | 0.54% |
| 24 | ARTIVION INC | AORT | 13,500 | $571,590 | 0.46% |
| 25 | ANIKA THERAPEUTICS INC | ANIK | 56,839 | $534,287 | 0.43% |
| 26 | APPLIED OPTOELECTRONICS INC | AAOI | 20,000 | $518,600 | 0.42% |
| 27 | UPSTART HLDGS INC | UPST | 9,000 | $457,200 | 0.37% |
| 28 | 3M CO | MMM | 2,927 | $454,212 | 0.37% |
| 29 | LENNAR CORP | LEN-B | 3,502 | $441,392 | 0.36% |
| 30 | ARS PHARMACEUTICALS INC | SPRY | 43,508 | $437,255 | 0.35% |
| 31 | DATADOG INC | DDOG | 3,000 | $427,200 | 0.34% |
| 32 | D R HORTON INC | 23331A109 | 2,498 | $423,336 | 0.34% |
| 33 | LANTHEUS HLDGS INC | LNTH | 8,222 | $421,706 | 0.34% |
| 34 | SPDR GOLD TR | GLD | 1,137 | $404,169 | 0.33% |
| 35 | AMERICAN EAGLE OUTFITTERS IN | AEO | 22,327 | $382,015 | 0.31% |
| 36 | CHEVRON CORP NEW | CVX | 2,156 | $334,805 | 0.27% |
| 37 | JOHNSON & JOHNSON | JNJ | 1,150 | $213,233 | 0.17% |
| 38 | BIOVENTUS INC | BVS | 25,000 | $167,250 | 0.14% |