13F HOLDINGS REPORT
DIKER MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000836
Total Value
$129.3M
Positions
41
Other Managers
1
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STERIS PLC | STE | 257,449 | $65.3M | 50.47% |
| 2 | COHERENT CORP | COHR | 40,000 | $7.4M | 5.71% |
| 3 | LUMENTUM HLDGS INC | LITE | 20,000 | $7.4M | 5.70% |
| 4 | APPLE INC | AAPL | 19,957 | $5.4M | 4.20% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 20,000 | $4.3M | 3.31% |
| 6 | NEBIUS GROUP N.V. | NBIS | 40,000 | $3.3M | 2.59% |
| 7 | SHOPIFY INC | SHOP | 20,000 | $3.2M | 2.49% |
| 8 | KLAVIYO INC | KVYO | 80,042 | $2.6M | 2.01% |
| 9 | SHARKNINJA INC | SN | 20,000 | $2.2M | 1.73% |
| 10 | MONGODB INC | MDB | 5,000 | $2.1M | 1.62% |
| 11 | MICROSOFT CORP | MSFT | 4,222 | $2.0M | 1.58% |
| 12 | CELESTICA INC | CLS | 6,000 | $1.8M | 1.37% |
| 13 | JFROG LTD | FROG | 25,000 | $1.6M | 1.21% |
| 14 | COMPASS INC | COMP | 147,175 | $1.6M | 1.20% |
| 15 | GENERAL MTRS CO | 37045V100 | 18,800 | $1.5M | 1.18% |
| 16 | IREN LIMITED | IREN | 40,000 | $1.5M | 1.17% |
| 17 | SOFI TECHNOLOGIES INC | SOFI | 50,000 | $1.3M | 1.01% |
| 18 | SERVICETITAN INC | TTAN | 10,000 | $1.1M | 0.82% |
| 19 | PURE STORAGE INC | 74624M102 | 15,000 | $1.0M | 0.78% |
| 20 | THREDUP INC | TDUP | 152,555 | $974,826 | 0.75% |
| 21 | 3M CO | MMM | 5,854 | $937,225 | 0.72% |
| 22 | TOLL BROTHERS INC | TOL | 6,400 | $865,408 | 0.67% |
| 23 | SERVICENOW INC | NOW | 5,000 | $765,950 | 0.59% |
| 24 | RUBRIK INC. | RBRK | 10,000 | $764,800 | 0.59% |
| 25 | SEMTECH CORP | SMTC | 10,000 | $736,900 | 0.57% |
| 26 | COREWEAVE INC | CRWV | 10,000 | $716,100 | 0.55% |
| 27 | CHEVRON CORP NEW | CVX | 4,312 | $657,192 | 0.51% |
| 28 | GREEN DOT CORP | GDOT | 50,000 | $640,500 | 0.50% |
| 29 | ARTIVION INC | AORT | 13,500 | $615,735 | 0.48% |
| 30 | AMERICAN EAGLE OUTFITTERS IN | AEO | 22,327 | $588,763 | 0.46% |
| 31 | ANIKA THERAPEUTICS INC | ANIK | 58,210 | $559,398 | 0.43% |
| 32 | LANTHEUS HLDGS INC | LNTH | 8,222 | $547,174 | 0.42% |
| 33 | JOHNSON & JOHNSON | JNJ | 2,300 | $475,985 | 0.37% |
| 34 | THERMO FISHER SCIENTIFIC INC | TMO | 800 | $463,560 | 0.36% |
| 35 | SPDR GOLD TR | GLD | 1,137 | $450,604 | 0.35% |
| 36 | DATADOG INC | DDOG | 3,000 | $407,970 | 0.32% |
| 37 | ARS PHARMACEUTICALS INC | SPRY | 33,508 | $390,368 | 0.30% |
| 38 | LENNAR CORP | LEN-B | 3,502 | $360,006 | 0.28% |
| 39 | D R HORTON INC | 23331A109 | 2,498 | $359,787 | 0.28% |
| 40 | BIRKENSTOCK HOLDING PLC | BIRK | 6,700 | $274,030 | 0.21% |
| 41 | BIOVENTUS INC | BVS | 25,000 | $186,000 | 0.14% |