Shaker Investments Llc Buys Synnex Corp, Arista Networks Inc, iRhythm Technologies Inc, Sells The Trade Desk Inc, LKQ Corp, Abiomed Inc

Investment company Shaker Investments Llc buys Synnex Corp, Arista Networks Inc, iRhythm Technologies Inc, Argan Inc, Burlington Stores Inc, Starbucks Corp, PRA Health Sciences Inc, CDW Corp, Cabot Microelectronics Corp, Synovus Financial Corp, Installed Building Products Inc, Zebra Technologies Corp, Fortinet Inc, HealthEquity Inc, Amazon.com Inc, Cabot Corp, Callon Petroleum Co, Edwards Lifesciences Corp, Dorman Products Inc, The Home Depot Inc, Medpace Holdings Inc, Qualys Inc, Duluth Holdings Inc, Malibu Boats Inc, Criteo SA, sells The Trade Desk Inc, LKQ Corp, Abiomed Inc, Broadcom Inc, Insulet Corp, Microchip Technology Inc, SPDR MidCap Trust Series I, Continental Building Products Inc, SPDR S&P 500, Facebook Inc, Guess? Inc, Powell Industries Inc, Cincinnati Bell Inc, Rayonier Advanced Materials Inc, At Home Group Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Shaker Investments Llc. As of 2019Q1, Shaker Investments Llc owns 79 stocks with a total value of $144 million. These are the details of the buys and sells.

For the details of SHAKER INVESTMENTS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/shaker+investments+llc/current-portfolio/portfolio

These are the top 5 holdings of SHAKER INVESTMENTS LLC
  1. Axos Financial Inc (AX) - 617,991 shares, 12.39% of the total portfolio. Shares reduced by 11.16%
  2. Paycom Software Inc (PAYC) - 31,127 shares, 4.08% of the total portfolio. Shares reduced by 14.42%
  3. The Trade Desk Inc (TTD) - 27,880 shares, 3.82% of the total portfolio. Shares reduced by 42.96%
  4. CoStar Group Inc (CSGP) - 11,823 shares, 3.82% of the total portfolio. Shares reduced by 0.61%
  5. Paylocity Holding Corp (PCTY) - 55,533 shares, 3.43% of the total portfolio. Shares reduced by 4.41%
New Purchase: Synnex Corp (SNX)

Shaker Investments Llc initiated holding in Synnex Corp. The purchase prices were between $78.2 and $101.88, with an estimated average price of $94.4. The stock is now traded at around $108.46. The impact to a portfolio due to this purchase was 2.3%. The holding were 34,787 shares as of .

New Purchase: Arista Networks Inc (ANET)

Shaker Investments Llc initiated holding in Arista Networks Inc. The purchase prices were between $199.6 and $315.02, with an estimated average price of $253.02. The stock is now traded at around $273.30. The impact to a portfolio due to this purchase was 1.97%. The holding were 9,029 shares as of .

New Purchase: iRhythm Technologies Inc (IRTC)

Shaker Investments Llc initiated holding in iRhythm Technologies Inc. The purchase prices were between $65.44 and $97.34, with an estimated average price of $85.3. The stock is now traded at around $78.56. The impact to a portfolio due to this purchase was 1.3%. The holding were 24,954 shares as of .

New Purchase: Burlington Stores Inc (BURL)

Shaker Investments Llc initiated holding in Burlington Stores Inc. The purchase prices were between $139.89 and $175.74, with an estimated average price of $161.4. The stock is now traded at around $172.13. The impact to a portfolio due to this purchase was 1.07%. The holding were 9,835 shares as of .

New Purchase: Starbucks Corp (SBUX)

Shaker Investments Llc initiated holding in Starbucks Corp. The purchase prices were between $61.53 and $74.34, with an estimated average price of $68.63. The stock is now traded at around $78.06. The impact to a portfolio due to this purchase was 0.98%. The holding were 19,120 shares as of .

New Purchase: PRA Health Sciences Inc (PRAH)

Shaker Investments Llc initiated holding in PRA Health Sciences Inc. The purchase prices were between $84.93 and $114.21, with an estimated average price of $104.42. The stock is now traded at around $93.53. The impact to a portfolio due to this purchase was 0.98%. The holding were 12,800 shares as of .

Added: Argan Inc (AGX)

Shaker Investments Llc added to a holding in Argan Inc by 174.53%. The purchase prices were between $37.84 and $50, with an estimated average price of $44.89. The stock is now traded at around $48.61. The impact to a portfolio due to this purchase was 1.22%. The holding were 55,455 shares as of .

Added: Cabot Microelectronics Corp (CCMP)

Shaker Investments Llc added to a holding in Cabot Microelectronics Corp by 152.65%. The purchase prices were between $88.16 and $115.3, with an estimated average price of $103.23. The stock is now traded at around $124.50. The impact to a portfolio due to this purchase was 0.75%. The holding were 16,043 shares as of .

Added: HealthEquity Inc (HQY)

Shaker Investments Llc added to a holding in HealthEquity Inc by 76.47%. The purchase prices were between $52.86 and $84.51, with an estimated average price of $70.1. The stock is now traded at around $70.30. The impact to a portfolio due to this purchase was 0.33%. The holding were 15,000 shares as of .

Added: Amazon.com Inc (AMZN)

Shaker Investments Llc added to a holding in Amazon.com Inc by 21.96%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1950.55. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,416 shares as of .

Added: Callon Petroleum Co (CPE)

Shaker Investments Llc added to a holding in Callon Petroleum Co by 123.92%. The purchase prices were between $6.49 and $8.58, with an estimated average price of $7.74. The stock is now traded at around $7.57. The impact to a portfolio due to this purchase was 0.25%. The holding were 85,290 shares as of .

Added: Dorman Products Inc (DORM)

Shaker Investments Llc added to a holding in Dorman Products Inc by 135.71%. The purchase prices were between $80.9 and $94.56, with an estimated average price of $87.13. The stock is now traded at around $86.52. The impact to a portfolio due to this purchase was 0.23%. The holding were 6,600 shares as of .

Sold Out: LKQ Corp (LKQ)

Shaker Investments Llc sold out a holding in LKQ Corp. The sale prices were between $22.91 and $29.01, with an estimated average price of $26.86.

Sold Out: SPDR MidCap Trust Series I (MDY)

Shaker Investments Llc sold out a holding in SPDR MidCap Trust Series I. The sale prices were between $296.63 and $352.26, with an estimated average price of $335.96.

Sold Out: Guess? Inc (GES)

Shaker Investments Llc sold out a holding in Guess? Inc. The sale prices were between $18.37 and $23, with an estimated average price of $21.18.

Sold Out: Powell Industries Inc (POWL)

Shaker Investments Llc sold out a holding in Powell Industries Inc. The sale prices were between $25.01 and $33.63, with an estimated average price of $29.48.

Sold Out: Cincinnati Bell Inc (CBB)

Shaker Investments Llc sold out a holding in Cincinnati Bell Inc. The sale prices were between $7.78 and $10.81, with an estimated average price of $9.03.

Sold Out: Rayonier Advanced Materials Inc (RYAM)

Shaker Investments Llc sold out a holding in Rayonier Advanced Materials Inc. The sale prices were between $10.65 and $15.31, with an estimated average price of $13.5.

Reduced: The Trade Desk Inc (TTD)

Shaker Investments Llc reduced to a holding in The Trade Desk Inc by 42.96%. The sale prices were between $109.56 and $213.57, with an estimated average price of $162.61. The stock is now traded at around $225.59. The impact to a portfolio due to this sale was -2.11%. Shaker Investments Llc still held 27,880 shares as of .

Reduced: Abiomed Inc (ABMD)

Shaker Investments Llc reduced to a holding in Abiomed Inc by 23.5%. The sale prices were between $276.39 and $362.25, with an estimated average price of $332.72. The stock is now traded at around $268.93. The impact to a portfolio due to this sale was -1%. Shaker Investments Llc still held 11,545 shares as of .

Reduced: Broadcom Inc (AVGO)

Shaker Investments Llc reduced to a holding in Broadcom Inc by 27.12%. The sale prices were between $230.96 and $300.71, with an estimated average price of $270.85. The stock is now traded at around $311.57. The impact to a portfolio due to this sale was -0.87%. Shaker Investments Llc still held 10,540 shares as of .

Reduced: Insulet Corp (PODD)

Shaker Investments Llc reduced to a holding in Insulet Corp by 20.96%. The sale prices were between $72.44 and $101.87, with an estimated average price of $85.49. The stock is now traded at around $101.88. The impact to a portfolio due to this sale was -0.87%. Shaker Investments Llc still held 47,415 shares as of .

Reduced: Microchip Technology Inc (MCHP)

Shaker Investments Llc reduced to a holding in Microchip Technology Inc by 42.82%. The sale prices were between $66.32 and $91.51, with an estimated average price of $82.75. The stock is now traded at around $96.99. The impact to a portfolio due to this sale was -0.38%. Shaker Investments Llc still held 8,135 shares as of .

Reduced: Continental Building Products Inc (CBPX)

Shaker Investments Llc reduced to a holding in Continental Building Products Inc by 35.29%. The sale prices were between $23.35 and $29.83, with an estimated average price of $26.31. The stock is now traded at around $27.52. The impact to a portfolio due to this sale was -0.36%. Shaker Investments Llc still held 29,938 shares as of .



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