DIKER MANAGEMENT LLC: 13F holdings
CIK 12765252026Q2
| Positions | 46 |
|---|---|
| Reported value | $129.9m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| STERIS PLC | 257,593 | $54.2m | 41.7% |
| AMD ADVANCED MICRO DEVICES INC | 13,000 | $7.6m | 5.8% |
| NBIS NEBIUS GROUP N.V. | 26,000 | $7.2m | 5.5% |
| LITE LUMENTUM HLDGS INC | 6,500 | $5.6m | 4.3% |
| AMKR AMKOR TECHNOLOGY INC | 60,000 | $5.2m | 4.0% |
| COHR COHERENT CORP | 13,000 | $5.1m | 3.9% |
| SMTC SEMTECH CORP | 28,875 | $4.7m | 3.6% |
| UCTT ULTRA CLEAN HLDGS INC | 27,000 | $3.9m | 3.0% |
| AAPL APPLE INC | 13,097 | $3.8m | 2.9% |
| ICHOR HOLDINGS | 32,522 | $3.7m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1276525")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.