DIKER MANAGEMENT LLC

Fundamental concentrated ★Highest signal CIK 1276525
League rank
#271
in Fundamental concentrated · #502 overall
Long book
$112.1M
Q1 2026
Positions
42
Top-10 weight
81%
concentration
Last quarter
+21.2%
SPY +14.8%
Turnover
37%
of book per quarter

Strategy in plain words

auto-generated from filings

DIKER MANAGEMENT LLC is a concentrated fundamental stock-picker, running a $112.1M US long book across 42 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: STERIS PLC, LUMENTUM HOLDINGS INC, COHERENT CORP, NEBIUS GROUP NV, ADVANCED MICRO DEVICES.

Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-7.1%
Q2 2024
+6.6%
Q3 2024
+1.9%
Q4 2024
-3.2%
Q1 2025
+6.5%
Q2 2025
+6.3%
Q3 2025
+9.4%
Q4 2025
-4.4%
Q1 2026
+21.2%

Sector allocation

Healthcare
54%
Technology
34%
Other
4%
Industrials
4%
Financials
1%
Consumer discretionary
1%
Materials
1%
Communications
0%

Long book by quarter

$122.9M
Q1 2024
$118.0M
Q2 2024
$125.3M
Q3 2024
$115.4M
Q4 2024
$83.6M
Q1 2025
$106.4M
Q2 2025
$123.8M
Q3 2025
$129.3M
Q4 2025
$112.1M
Q1 2026

What does DIKER MANAGEMENT own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
STE STERIS PLCHealthcare257.6K$57.0M50.8%+0.1%
LITE LUMENTUM HOLDINGS INCTechnology10.0K$7.0M6.3%-50.0%
COHR COHERENT CORPOther20.0K$4.8M4.2%-50.0%
NBIS NEBIUS GROUP NVTechnology40.0K$4.2M3.7%Held
AMD ADVANCED MICRO DEVICESTechnology20.0K$4.1M3.6%Held
SHOP SHOPIFY INC - CLASS ATechnology30.0K$3.6M3.2%+50.0%
AAPL APPLE INCTechnology13.1K$3.3M3.0%-34.4%
AMKR AMKOR TECHNOLOGY INCTechnology60.0K$2.7M2.4%New
CLS CELESTICA INCTechnology8.0K$2.3M2.0%+33.3%
SN SHARKNINJA INCIndustrials20.0K$2.1M1.9%Held
UCTT ULTRA CLEAN HOLDINGS INCTechnology27.0K$1.7M1.5%New
SMTC SEMTECH CORPTechnology21.7K$1.7M1.5%+116.8%
FROG JFROG LTDTechnology30.0K$1.4M1.3%+20.0%
ICHR ICHOR HOLDINGS LTDTechnology30.0K$1.4M1.2%New
IREN IREN LTDFinancials40.0K$1.4M1.2%Held
APH AMPHENOL CORP-CL ATechnology10.0K$1.3M1.1%New
MSFT MICROSOFT CORPTechnology3.3K$1.2M1.1%-22.7%
TOL TOLL BROTHERS INCIndustrials6.4K$873K0.8%Held
ANIK ANIKA THERAPEUTICS INCHealthcare53.7K$778K0.7%-7.8%
CRWV COREWEAVE INC-CL ATechnology10.0K$775K0.7%Held
BVS BIOVENTUS INC - AHealthcare75.1K$686K0.6%+200.5%
GM GENERAL MOTORS COIndustrials9.0K$671K0.6%-52.1%
LNTH LANTHEUS HOLDINGS INCMaterials8.2K$624K0.6%Held
TDUP THREDUP INC - CLASS AConsumer discretionary160.6K$527K0.5%+5.2%
NOW SERVICENOW INCTechnology5.0K$523K0.5%Held
ASTS AST SPACEMOBILE INCCommunications6.0K$497K0.4%New
AORT ARTIVION INCHealthcare13.5K$494K0.4%Held
CVX CHEVRON CORPEnergy2.2K$450K0.4%-49.5%
RKLB ROCKET LAB CORPIndustrials7.0K$450K0.4%New
TTAN SERVICETITAN INC-ATechnology7.0K$444K0.4%-30.0%
MMM 3M COHealthcare2.9K$427K0.4%-49.8%
P EVERPURE INC-ATechnology7.0K$413K0.4%-53.3%
PLSE PULSE BIOSCIENCES INCHealthcare19.0K$410K0.4%New
DHI DR HORTON INCIndustrials2.5K$343K0.3%Held
AEO AMERICAN EAGLE OUTFITTERSConsumer discretionary20.0K$334K0.3%-10.3%
JNJ JOHNSON & JOHNSONHealthcare1.2K$283K0.3%-49.7%
SPRY ARS PHARMACEUTICALS INCHealthcare33.5K$269K0.2%Held
BIRK BIRKENSTOCK HOLDING PLCOther6.7K$240K0.2%Held
VNDA VANDA PHARMACEUTICALS INCHealthcare21.9K$151K0.1%New
LXRX LEXICON PHARMACEUTICALS INCHealthcare20.0K$31K0.0%New
JSPR JASPER THERAPEUTICS INCHealthcare35.0K$31K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202642$112.1M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202641$129.3M canonicalSEC ↗
Q3 202513F-HRNov 14, 202538$123.8M canonicalSEC ↗
Q2 202513F-HRAug 14, 202534$106.4M canonicalSEC ↗
Q1 202513F-HRMay 22, 202530$83.6M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202538$115.4M canonicalSEC ↗
Q3 202413F-HRNov 14, 202442$125.3M canonicalSEC ↗
Q2 202413F-HRAug 14, 202436$118.0M canonicalSEC ↗
Q1 202413F-HRMay 15, 202436$122.9M canonicalSEC ↗