Diker Management LLC Top Holdings and 13F Report (2026) About Diker Management LLCInvestment ActivityDiker Management LLC has $129.94 million in total holdings as of June 30, 2026.Diker Management LLC owns shares of 46 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 9.24% of the portfolio was purchased this quarter.About 17.99% of the portfolio was sold this quarter.This quarter, Diker Management LLC has purchased 42 new stocks and bought additional shares in 4 stocks.Diker Management LLC sold shares of 6 stocks and completely divested from 6 stocks this quarter.Largest Holdings STERIS $54,241,000Advanced Micro Devices $7,552,000Yandex $7,180,000Lumentum $5,577,000Amkor Technology $5,174,000 Largest New Holdings this Quarter 63942X106 - Navitas Semiconductor $2,752,000 Holding29362U104 - Entegris $1,799,000 Holding989207105 - Zebra Technologies $1,316,000 Holding315616102 - F5 $1,225,000 Holding00827B106 - Affirm $816,000 Holding Largest Purchases this Quarter Navitas Semiconductor 153,564 shares (about $2.75M)Entegris 10,000 shares (about $1.80M)Zebra Technologies 5,000 shares (about $1.32M)F5 2,944 shares (about $1.23M)Semtech 7,200 shares (about $1.17M) Largest Sales this Quarter Advanced Micro Devices 7,000 shares (about $4.07M)Yandex 14,000 shares (about $3.87M)Lumentum 3,500 shares (about $3.00M)Coherent 7,000 shares (about $2.76M)Lantheus 2,500 shares (about $277.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDiker Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTESTERIS$54,241,0000.0%257,59341.7%HealthcareAMDAdvanced Micro Devices$7,552,000$4,066,462 â–¼-35.0%13,0005.8%TechnologyYNDXYandex$7,180,000$3,866,154 â–¼-35.0%26,0005.5%TechnologyLITELumentum$5,577,000$3,003,000 â–¼-35.0%6,5004.3%TechnologyAMKRAmkor Technology$5,174,0000.0%60,0004.0%TechnologyCOHRCoherent$5,128,000$2,761,231 â–¼-35.0%13,0003.9%TechnologySMTCSemtech$4,673,000$1,165,216 â–²33.2%28,8753.6%TechnologyUCTTUltra Clean$3,850,0000.0%27,0003.0%TechnologyAAPLApple$3,790,0000.0%13,0972.9%TechnologyICHRIchor$3,652,000$283,203 â–²8.4%32,5222.8%TechnologySNSharkNinja$3,045,0000.0%20,0002.3%Consumer DiscretionaryNVTSNavitas Semiconductor$2,752,000$2,752,000 â–²New Holding153,5642.1%TechnologyFROGJFrog$2,726,0000.0%30,0002.1%TechnologyENTGEntegris$1,799,000$1,799,000 â–²New Holding10,0001.4%TechnologyROCKET LAB CORP$1,423,000$711,500 â–²100.0%14,0001.1%COMZBRAZebra Technologies$1,316,000$1,316,000 â–²New Holding5,0001.0%TechnologyFFIVF5$1,225,000$1,225,000 â–²New Holding2,9440.9%TechnologyMSFTMicrosoft$1,200,000$16,781 â–¼-1.4%3,2180.9%TechnologyTDUPThredUp$1,100,0000.0%160,5550.8%Consumer DiscretionaryTOLToll Brothers$1,054,0000.0%6,4000.8%Consumer DiscretionaryCOREWEAVE INC$995,0000.0%10,0000.8%COM CL AAFRMAffirm$816,000$816,000 â–²New Holding10,0000.6%FinanceANIKAnika Therapeutics$785,0000.0%53,6620.6%HealthcareBIOVENTUS INC$709,0000.0%75,1360.5%COM CL AGMGeneral Motors$694,0000.0%9,0000.5%Consumer DiscretionaryLNTHLantheus$635,000$277,438 â–¼-30.4%5,7220.5%HealthcareSOFISoFi Technologies$538,000$538,000 â–²New Holding30,0000.4%FinanceASTSAST SpaceMobile$533,0000.0%6,0000.4%Communication ServicesPLSEPulse Biosciences$527,0000.0%19,0000.4%HealthcareSPRYARS Pharmaceuticals$525,000$256,457 â–²95.5%65,5080.4%HealthcareSERVICETITAN INC$495,0000.0%7,0000.4%SHS CL AMMM3M$476,0000.0%2,9410.4%IndustrialsGLDSPDR Gold Shares$419,0000.0%1,1370.3%ETFDHID.R. Horton$407,0000.0%2,4980.3%Consumer DiscretionaryNETCloudflare$368,000$368,000 â–²New Holding1,5000.3%TechnologyCVXChevron$361,0000.0%2,1760.3%EnergyAKAMAkamai Technologies$355,000$355,000 â–²New Holding3,0000.3%TechnologyAEOAmerican Eagle Outfitters$344,0000.0%20,0270.3%Consumer DiscretionaryAORTArtivion$303,0000.0%13,5000.2%HealthcareJNJJohnson & Johnson$294,0000.0%1,1560.2%HealthcareBIRKENSTOCK HOLDING PLC$288,0000.0%6,7000.2%COM SHSFASTLY INC$220,000$220,000 â–²New Holding12,0000.2%CL ATMOThermo Fisher Scientific$201,000$201,000 â–²New Holding4000.2%HealthcareVNDAVanda Pharmaceuticals$134,0000.0%21,8800.1%HealthcareLXRXLexicon Pharmaceuticals$48,0000.0%20,0000.0%HealthcareJASPER THERAPEUTICS INC$15,0000.0%35,0000.0%COM NEWSHOPIFY INC$0$3,558,600 â–¼-100.0%00.0%CL A SUB VTG SHSCELESTICA INC$0$2,253,440 â–¼-100.0%00.0%COMIRENIREN$0$1,371,200 â–¼-100.0%00.0%TechnologyAPHAmphenol$0$1,263,500 â–¼-100.0%00.0%TechnologyNOWServiceNow$0$522,750 â–¼-100.0%00.0%TechnologyEVERPURE INC$0$413,280 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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