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Diker Management Portfolio holdings

AUM $112M
1-Year Est. Return 59.78%
This Fund
S&P 500
This Quarter Est. Return
+12.56%
1 Year Est. Return
+59.78%
3 Year Est. Return
+151.44%
5 Year Est. Return
+144.34%
10 Year Est. Return
+605.97%
AUM
$124M
AUM Growth
+$17.4M
Cap. Flow
+$8.14M
Cap. Flow %
6.58%
Top 10 Hldgs %
77.41%
Holding
42
New
8
Increased
9
Reduced
4
Closed
4

Top Buys

Rank Stock Value
1
SOFI icon
SoFi Technologies
SOFI
+$2.97M
2
NOW icon
ServiceNow
NOW
+$2.33M
3
RBRK icon
Rubrik
RBRK
+$2.06M
4
NBIS
Nebius Group N.V.
NBIS
+$1.74M
5
COHR icon
Coherent
COHR
+$1.6M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$2.71M
2
MNDY icon
monday.com
MNDY
+$2.2M
3
TWLO icon
Twilio
TWLO
+$1.99M
4
COMP icon
Compass
COMP
+$1.22M
5
STE icon
Steris
STE
+$957K

Sector Composition

Rank Sector Weight
1 Healthcare 53.5%
2 Technology 29.9%
3 Financials 5.64%
4 Consumer Discretionary 5.41%
5 Communication Services 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STE icon
1
Steris
STE
$22.9B
$63.9M 51.61%
258,281
-4,000
-2% -$957K
LITE icon
2
Lumentum
LITE
$46.9B
$5.86M 4.73%
36,000
+12,000
+50% +$1.5M
NBIS
3
Nebius Group N.V.
NBIS
$37.6B
$4.49M 3.63%
40,000
+25,000
+167% +$1.74M
COHR icon
4
Coherent
COHR
$43.4B
$4.31M 3.48%
40,000
+16,000
+67% +$1.6M
AAPL icon
5
Apple
AAPL
$4.97T
$3.34M 2.7%
13,107
– –
SOFI icon
6
SoFi Technologies
SOFI
$19.6B
$3.3M 2.67%
+125,000
New +$2.97M
SHOP icon
7
Shopify
SHOP
$168B
$2.97M 2.4%
20,000
-20,000
-50% -$2.71M
HUBS icon
8
HubSpot
HUBS
$12.9B
$2.81M 2.27%
6,000
+3,000
+100% +$1.51M
AFRM icon
9
Affirm
AFRM
$23.5B
$2.56M 2.07%
35,000
+5,000
+17% +$380K
TTAN
10
ServiceTitan Inc
TTAN
$8.03B
$2.32M 1.87%
23,000
+9,997
+77% +$1.1M
NOW icon
11
ServiceNow
NOW
$120B
$2.3M 1.86%
+12,500
New +$2.33M
KVYO icon
12
Klaviyo
KVYO
$5.8B
$2.22M 1.79%
80,042
– –
CRWV
13
CoreWeave
CRWV
$33.2B
$2.19M 1.77%
16,000
+12,000
+300% +$1.42M
FROG icon
14
JFrog
FROG
$8.88B
$2.13M 1.72%
45,000
– –
SN icon
15
SharkNinja
SN
$22.5B
$2.06M 1.67%
20,000
– –
RBRK icon
16
Rubrik
RBRK
$14.8B
$1.97M 1.59%
+24,000
New +$2.06M
CYBR
17
DELISTED
CyberArk
CYBR
$1.93M 1.56%
4,000
– –
MSFT icon
18
Microsoft
MSFT
$2.9T
$1.74M 1.41%
3,362
– –
TDUP icon
19
ThredUp
TDUP
$765M
$1.36M 1.1%
143,555
+15,500
+12% +$147K
COMP icon
20
Compass
COMP
$8.67B
$1.18M 0.95%
147,175
-150,000
-50% -$1.22M
GM icon
21
General Motors
GM
$80.9B
$1.15M 0.93%
18,800
– –
TOL icon
22
Toll Brothers
TOL
$14B
$884K 0.71%
6,400
– –
GDOT icon
23
Green Dot
GDOT
$750M
$672K 0.54%
+50,000
New +$617K
AORT icon
24
Artivion
AORT
$1.34B
$572K 0.46%
13,500
-1,500
-10% -$56.5K
ANIK icon
25
Anika Therapeutics
ANIK
$215M
$534K 0.43%
56,839
– –
1
2

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PFS
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VP
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VCM
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AIC
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JE
Jacobs Equity Draper, Utah $112M AUM

Diker Management's Q3 2025 Portfolio in Review

As of Q3 2025, Diker Management held 42 positions worth $124M, up 16% from $106M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Diker Management deployed $8.14M of net new capital in Q3 2025, opening 8 new positions and adding to 9 existing holdings. Its largest new stake was SoFi Technologies: 125,000 shares worth $3.3M.

By sector, the portfolio is most concentrated in Healthcare at 54% of assets, down from 61% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Shopify, an estimated $2.71M trimmed.

  • Diker Management's largest Q3 2025 buy was SoFi Technologies: 125,000 shares worth $3.3M.
  • Diker Management added most to Nebius Group N.V. in Q3 2025, an estimated $1.74M increase.
  • Diker Management's biggest Q3 2025 reduction was Shopify, cutting an estimated $2.71M.
  • Diker Management fully exited monday.com in Q3 2025, selling an estimated $2.2M.
  • Diker Management's ten largest holdings make up 77% of its $124M portfolio in Q3 2025.
  • Diker Management opened 8 new positions and closed 4 in Q3 2025.
  • Diker Management's portfolio value rose 16% quarter-over-quarter to $124M.

Based on Diker Management's 13F filing for Q3 2025, filed 14 Nov 2025.