# EDGAR Filing Document

**Accession Number:** 0001009005
**File Stem:** 0001009005-26-000002
**Filing Date:** 2026-5
**Character Count:** 12391
**Document Hash:** 4ec67329a1faf43b387db8338f410f25
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001009005-26-000002.hdr.sgml**: 20260505

**ACCESSION NUMBER**: 0001009005-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260505

**DATE AS OF CHANGE**: 20260505

**EFFECTIVENESS DATE**: 20260505

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SHAKER INVESTMENTS LLC/OH
- **CENTRAL INDEX KEY:** 0001009005

**ORGANIZATION NAME:**
- **EIN:** 341970851
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-05322
- **FILM NUMBER:** 26941892

**BUSINESS ADDRESS:**
- **STREET 1:** 3201 ENTERPRISE PARKWAY
- **STREET 2:** SUITE 310
- **CITY:** CLEVELAND
- **STATE:** OH
- **ZIP:** 44122-4466
- **BUSINESS PHONE:** 216-292-2950

**MAIL ADDRESS:**
- **STREET 1:** 3201 ENTERPRISE PARKWAY
- **STREET 2:** SUITE 310
- **CITY:** CLEVELAND
- **STATE:** OH
- **ZIP:** 44122-4466

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SHAKER INVESTMENTS INC/OH
- **DATE OF NAME CHANGE:** 19990329

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SHAKER INVESTMENTS LLC/OH<br>**Address:** 3201 ENTERPRISE PARKWAY<br>SUITE 310<br>CLEVELAND, OH 44122-4466

**Form 13F File Number:** 028-05322

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kathleen Wick<br>**Title:** Chief Compliance Officer<br>**Phone:** 2162922920

**Signature, Place, and Date of Signing:**

Kathleen Wick  Beachwood, OH  05-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 82

**Form 13F Information Table Value Total:** $219737923

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Alphabet Inc. | CAP STK CL A | 02079K305 |  | 9261445 | 32207 | SH |  | SOLE |  | 18474 | 0 | 13733 |
| Amazon.com | COM | 023135106 |  | 4944746 | 23742 | SH |  | SOLE |  | 13347 | 0 | 10395 |
| Apple Inc. | COM | 037833100 |  | 7823584 | 30827 | SH |  | SOLE |  | 17867 | 0 | 12960 |
| Applied Materials | COM | 038222105 |  | 949151 | 2777 | SH |  | SOLE |  | 1569 | 0 | 1208 |
| Argan Inc. | COM | 04010E109 |  | 3666584 | 6732 | SH |  | SOLE |  | 3629 | 0 | 3103 |
| Arista Networks Inc. | COM SHS | 040413205 |  | 3535941 | 28799 | SH |  | SOLE |  | 16062 | 0 | 12737 |
| Array Technologies Inc | COM SHS | 04271T100 |  | 217572 | 30093 | SH |  | SOLE |  | 20581 | 0 | 9512 |
| ASML Holding NV | N Y REGISTRY SHS | N07059210 |  | 435019 | 380 | SH |  | SOLE |  | 380 | 0 | 0 |
| Axos Financial Inc. | COM | 05465C100 |  | 31373704 | 368712 | SH |  | SOLE |  | 91405 | 0 | 277307 |
| Booking Holdings Inc. | COM | 09857L108 |  | 1018897 | 242 | SH |  | SOLE |  | 242 | 0 | 0 |
| Boot Barn Holdings Inc. | COM | 099406100 |  | 573292 | 3917 | SH |  | SOLE |  | 3354 | 0 | 563 |
| Broadcom Ltd. | COM | 11135F101 |  | 9292759 | 30024 | SH |  | SOLE |  | 13545 | 0 | 16479 |
| CACI International Inc. | CL A | 127190304 |  | 590643 | 1086 | SH |  | SOLE |  | 922 | 0 | 164 |
| Casey's General Stores Inc. | COM | 147528103 |  | 5325024 | 7316 | SH |  | SOLE |  | 3743 | 0 | 3573 |
| Celsius Holdings Inc. | COM NEW | 15118V207 |  | 1430731 | 40325 | SH |  | SOLE |  | 17765 | 0 | 22560 |
| Cognex Corporation | COM | 192422103 |  | 340236 | 6945 | SH |  | SOLE |  | 4770 | 0 | 2175 |
| Comfort Systems USA Inc. | COM | 199908104 |  | 3164782 | 2295 | SH |  | SOLE |  | 722 | 0 | 1573 |
| Crane Co. | COMMON STOCK | 224408104 |  | 297198 | 1738 | SH |  | SOLE |  | 1190 | 0 | 548 |
| D. R. Horton Inc. | COM | 23331A109 |  | 1349421 | 9834 | SH |  | SOLE |  | 4880 | 0 | 4954 |
| Diodes Incorporated | COM | 254543101 |  | 337887 | 4950 | SH |  | SOLE |  | 3385 | 0 | 1565 |
| Dynatrace Inc. | COM NEW | 268150109 |  | 227464 | 6151 | SH |  | SOLE |  | 4230 | 0 | 1921 |
| Eaton Corp. | SHS | G29183103 |  | 3092415 | 8646 | SH |  | SOLE |  | 4816 | 0 | 3830 |
| Eli Lilly  Company | COM | 532457108 |  | 1839540 | 2000 | SH |  | SOLE |  | 1157 | 0 | 843 |
| ESCO Technologies Inc. | COM | 296315104 |  | 1931324 | 6864 | SH |  | SOLE |  | 6170 | 0 | 694 |
| Fortinet Inc. | COM | 34959E109 |  | 1928755 | 23602 | SH |  | SOLE |  | 13167 | 0 | 10435 |
| GE Aerospace | COM NEW | 369604301 |  | 1776400 | 6260 | SH |  | SOLE |  | 3525 | 0 | 2735 |
| Goldman Sachs Group | COM | 38141G104 |  | 3081942 | 3643 | SH |  | SOLE |  | 1804 | 0 | 1839 |
| Graham Corp | COM | 384556106 |  | 844286 | 10698 | SH |  | SOLE |  | 9391 | 0 | 1307 |
| Halozyme Therapeutics Inc. | COM | 40637H109 |  | 1110537 | 17183 | SH |  | SOLE |  | 5293 | 0 | 11890 |
| Ingles Markets Inc. | CL A | 457030104 |  | 366751 | 4080 | SH |  | SOLE |  | 2819 | 0 | 1261 |
| Insulet Corp. | COM | 45784P101 |  | 3893791 | 18556 | SH |  | SOLE |  | 10102 | 0 | 8454 |
| Invesco S 500 Eq. Wt. ETF (RSP) | S EQL WGT | 46137V357 |  | 205322 | 1070 | SH |  | SOLE |  | 0 | 0 | 1070 |
| Invesco S 500 Eql Wgt Energy ETF (RSPG) | S EQL ENR | 46137V365 |  | 1996952 | 18242 | SH |  | SOLE |  | 10253 | 0 | 7989 |
| iRadimed Corp | COM | 46266A109 |  | 5779450 | 60040 | SH |  | SOLE |  | 43848 | 0 | 16192 |
| iShares iBoxx $ Inv. Grade Corp Bond ETF (LQD) | IBOXX INV CP ETF | 464287242 |  | 256582 | 2354 | SH |  | SOLE |  | 0 | 0 | 2354 |
| iShares Russell 2000 Growth ETF (IWO) | RUS 2000 GRW ETF | 464287648 |  | 503192 | 1603 | SH |  | SOLE |  | 690 | 0 | 913 |
| iShares Russell 2000 Value ETF (IWN) | RUS 2000 VAL ETF | 464287630 |  | 530852 | 2800 | SH |  | SOLE |  | 2800 | 0 | 0 |
| iShares S 100 ETF (OEF) | S 100 ETF | 464287101 |  | 350504 | 1102 | SH |  | SOLE |  | 126 | 0 | 976 |
| JPMorgan Chase  Co. | COM | 46625H100 |  | 2562722 | 8712 | SH |  | SOLE |  | 3514 | 0 | 5198 |
| Karman Holdings Inc | COMMON STOCK | 485924104 |  | 287860 | 3596 | SH |  | SOLE |  | 2540 | 0 | 1056 |
| Kinsale Capital Group Inc. | COM | 49714P108 |  | 915649 | 2680 | SH |  | SOLE |  | 644 | 0 | 2036 |
| Lam Research Corp. | COM NEW | 512807306 |  | 442917 | 2073 | SH |  | SOLE |  | 111 | 0 | 1962 |
| Lattice Semiconductor Corp. | COM | 518415104 |  | 470943 | 5077 | SH |  | SOLE |  | 3483 | 0 | 1594 |
| Lincoln Electric Holdings Inc. | COM | 533900106 |  | 251073 | 1008 | SH |  | SOLE |  | 690 | 0 | 318 |
| Mastercard Inc. | CL A | 57636Q104 |  | 1579925 | 3162 | SH |  | SOLE |  | 1778 | 0 | 1384 |
| Meta Platforms Inc. | CL A | 30303M102 |  | 2519088 | 4403 | SH |  | SOLE |  | 2534 | 0 | 1869 |
| Microchip Technology | COM | 595017104 |  | 2965454 | 45898 | SH |  | SOLE |  | 18753 | 0 | 27145 |
| Micron Technology | COM | 595112103 |  | 5639225 | 16692 | SH |  | SOLE |  | 9314 | 0 | 7378 |
| Microsoft Corp | COM | 594918104 |  | 6647883 | 17959 | SH |  | SOLE |  | 9490 | 0 | 8469 |
| Monolithic Power Systems Inc | COM | 609839105 |  | 899827 | 823 | SH |  | SOLE |  | 740 | 0 | 83 |
| Morgan Stanley | COM NEW | 617446448 |  | 2765599 | 16805 | SH |  | SOLE |  | 7877 | 0 | 8928 |
| Motorola Solutions Inc. | COM NEW | 620076307 |  | 2045438 | 4713 | SH |  | SOLE |  | 2519 | 0 | 2194 |
| Netflix Inc. | COM | 64110l106 |  | 3230640 | 33600 | SH |  | SOLE |  | 19783 | 0 | 13817 |
| Nextpower Inc | CLASS A COM | 65290E101 |  | 2148322 | 17821 | SH |  | SOLE |  | 9620 | 0 | 8201 |
| Nucor Corp | COM | 670346105 |  | 2001299 | 11835 | SH |  | SOLE |  | 6635 | 0 | 5200 |
| NVIDIA Corp | COM | 67066G104 |  | 11280192 | 64680 | SH |  | SOLE |  | 36463 | 0 | 28217 |
| O'Reilly Automotive | COM | 67103H107 |  | 2037189 | 22069 | SH |  | SOLE |  | 12451 | 0 | 9618 |
| Ollie's Bargain Outlet Holdings Inc. | COM | 681116109 |  | 2842471 | 30883 | SH |  | SOLE |  | 16736 | 0 | 14147 |
| Opera Ltd | SPONSORED ADS | 68373M107 |  | 165773 | 11625 | SH |  | SOLE |  | 7984 | 0 | 3641 |
| Preformed Line Products Co. | COM | 740444104 |  | 1083542 | 4002 | SH |  | SOLE |  | 3494 | 0 | 508 |
| SPDR - Energy Select Sector (XLE) | STATE STREET ENE | 81369Y506 |  | 2166382 | 35364 | SH |  | SOLE |  | 19654 | 0 | 15710 |
| SPDR Developed World ex-US ETF (SPDW) | STATE STREET SPD | 78463X889 |  | 254874 | 5583 | SH |  | SOLE |  | 374 | 0 | 5209 |
| SPDR S 500 ETF (SPYM) | STATE STREET SPD | 78464A854 |  | 1818728 | 23762 | SH |  | SOLE |  | 646 | 0 | 23116 |
| SPDR S 500 ETF Trust (SPY) | TR UNIT | 78462F103 |  | 1928066 | 2965 | SH |  | SOLE |  | 512 | 0 | 2453 |
| SPDR S Biotech ETF (XBI) | STATE STREET SPD | 78464A870 |  | 4913007 | 38464 | SH |  | SOLE |  | 19182 | 0 | 19282 |
| SPDR S Metals  Mining ETF (XME) | STATE STREET SPD | 78464A755 |  | 1818132 | 16833 | SH |  | SOLE |  | 9195 | 0 | 7638 |
| SPDR S Mid Cap 400 ETF (MDY) | UTSER1 S | 78467Y107 |  | 309107 | 501 | SH |  | SOLE |  | 0 | 0 | 501 |
| Sterling Infrastructure Inc | COM | 859241101 |  | 1038539 | 2550 | SH |  | SOLE |  | 2194 | 0 | 356 |
| Taiwan Semiconductor-Sp Adr | SPONSORED ADS | 874039100 |  | 8114180 | 24010 | SH |  | SOLE |  | 13432 | 0 | 10578 |
| TJX Cos Inc/The | COM | 872540109 |  | 1964470 | 12301 | SH |  | SOLE |  | 7074 | 0 | 5227 |
| Trane Technologies PLC | SHS | G8994E103 |  | 921412 | 2211 | SH |  | SOLE |  | 119 | 0 | 2092 |
| Uber Technologies Inc. | COM | 90353T100 |  | 2191491 | 30467 | SH |  | SOLE |  | 17086 | 0 | 13381 |
| Utilities Select Sector SPDR (XLU) | STATE STREET UTI | 81369Y886 |  | 3216247 | 70086 | SH |  | SOLE |  | 35536 | 0 | 34550 |
| Vanguard Emerging Market ETF (VWO) | FTSE EMR MKT ETF | 922042858 |  | 2311920 | 42774 | SH |  | SOLE |  | 25214 | 0 | 17560 |
| Vanguard FTSE All-World Ex-US ETF (VEU) | ALLWRLD EX US | 922042775 |  | 2561861 | 34113 | SH |  | SOLE |  | 18911 | 0 | 15202 |
| Vanguard S 500 ETF (VOO) | S 500 ETF SHS | 922908363 |  | 1010043 | 1690 | SH |  | SOLE |  | 897 | 0 | 793 |
| Vanguard Short-Term Corp. Bond ETF (VCSH) | SHRT TRM CORP BD | 92206C409 |  | 416172 | 5250 | SH |  | SOLE |  | 0 | 0 | 5250 |
| Veeva Systems Inc. | CL A COM | 922475108 |  | 641335 | 3651 | SH |  | SOLE |  | 195 | 0 | 3456 |
| Vertiv Holdings Co | COM CL A | 92537N108 |  | 3506617 | 13994 | SH |  | SOLE |  | 7941 | 0 | 6053 |
| Visa Inc. - Class A Shares | COM CL A | 92826C839 |  | 2167665 | 7172 | SH |  | SOLE |  | 4271 | 0 | 2901 |
| WESCO International Inc. | COM | 95082P105 |  | 2277613 | 8324 | SH |  | SOLE |  | 4598 | 0 | 3726 |
| Wintrust Financial Corp | COM | 97650W108 |  | 3762356 | 27079 | SH |  | SOLE |  | 15271 | 0 | 11808 |

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