Shaker Investments Llc Buys Monster Beverage Corp, Zebra Technologies Corp, Micron Technology Inc, Sells Cabot Microelectronics Corp, Stamps.com Inc, Arista Networks Inc

Investment company Shaker Investments Llc (Current Portfolio) buys Monster Beverage Corp, Zebra Technologies Corp, Micron Technology Inc, LivePerson Inc, Amazon.com Inc, sells Cabot Microelectronics Corp, Stamps.com Inc, Arista Networks Inc, Supernus Pharmaceuticals Inc, Abiomed Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Shaker Investments Llc. As of 2019Q2, Shaker Investments Llc owns 85 stocks with a total value of $150 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/portfolioportfolio

These are the top 5 holdings of SHAKER INVESTMENTS LLC
  1. Axos Financial Inc (AX) - 675,590 shares, 12.26% of the total portfolio. Shares added by 9.32%
  2. CoStar Group Inc (CSGP) - 12,002 shares, 4.43% of the total portfolio. Shares added by 1.51%
  3. Paycom Software Inc (PAYC) - 26,897 shares, 4.06% of the total portfolio. Shares reduced by 13.59%
  4. DexCom Inc (DXCM) - 40,529 shares, 4.04% of the total portfolio. Shares added by 0.83%
  5. The Trade Desk Inc (TTD) - 26,318 shares, 3.99% of the total portfolio. Shares reduced by 5.6%
New Purchase: Monster Beverage Corp (MNST)

Shaker Investments Llc initiated holding in Monster Beverage Corp. The purchase prices were between $52.59 and $65.92, with an estimated average price of $60.23. The stock is now traded at around $60.39. The impact to a portfolio due to this purchase was 0.94%. The holding were 22,079 shares as of .

New Purchase: Micron Technology Inc (MU)

Shaker Investments Llc initiated holding in Micron Technology Inc. The purchase prices were between $32.43 and $43.9, with an estimated average price of $38.12. The stock is now traded at around $41.75. The impact to a portfolio due to this purchase was 0.76%. The holding were 29,537 shares as of .

New Purchase: LivePerson Inc (LPSN)

Shaker Investments Llc initiated holding in LivePerson Inc. The purchase prices were between $26.15 and $30.4, with an estimated average price of $28.45. The stock is now traded at around $35.77. The impact to a portfolio due to this purchase was 0.75%. The holding were 40,235 shares as of .

New Purchase: Alamo Group Inc (ALG)

Shaker Investments Llc initiated holding in Alamo Group Inc. The purchase prices were between $93.9 and $105.56, with an estimated average price of $99.75. The stock is now traded at around $107.30. The impact to a portfolio due to this purchase was 0.47%. The holding were 7,130 shares as of .

New Purchase: SS&C Technologies Holdings Inc (SSNC)

Shaker Investments Llc initiated holding in SS&C Technologies Holdings Inc. The purchase prices were between $54.28 and $67.66, with an estimated average price of $60.27. The stock is now traded at around $44.21. The impact to a portfolio due to this purchase was 0.39%. The holding were 10,200 shares as of .

New Purchase: Iovance Biotherapeutics Inc (IOVA)

Shaker Investments Llc initiated holding in Iovance Biotherapeutics Inc. The purchase prices were between $9.78 and $24.52, with an estimated average price of $15.03. The stock is now traded at around $21.92. The impact to a portfolio due to this purchase was 0.37%. The holding were 22,850 shares as of .

Added: Zebra Technologies Corp (ZBRA)

Shaker Investments Llc added to a holding in Zebra Technologies Corp by 173.39%. The purchase prices were between $167.69 and $235.44, with an estimated average price of $201.7. The stock is now traded at around $203.95. The impact to a portfolio due to this purchase was 0.8%. The holding were 9,022 shares as of .

Added: Amazon.com Inc (AMZN)

Shaker Investments Llc added to a holding in Amazon.com Inc by 33.05%. The purchase prices were between $1692.69 and $1962.46, with an estimated average price of $1862.37. The stock is now traded at around $1793.40. The impact to a portfolio due to this purchase was 0.59%. The holding were 1,884 shares as of .

Added: DXP Enterprises Inc (DXPE)

Shaker Investments Llc added to a holding in DXP Enterprises Inc by 123.50%. The purchase prices were between $32.22 and $45, with an estimated average price of $38.41. The stock is now traded at around $33.91. The impact to a portfolio due to this purchase was 0.35%. The holding were 25,255 shares as of .

Added: Microchip Technology Inc (MCHP)

Shaker Investments Llc added to a holding in Microchip Technology Inc by 75.55%. The purchase prices were between $79.11 and $100.75, with an estimated average price of $88.87. The stock is now traded at around $88.42. The impact to a portfolio due to this purchase was 0.35%. The holding were 14,281 shares as of .

Added: Argan Inc (AGX)

Shaker Investments Llc added to a holding in Argan Inc by 21.55%. The purchase prices were between $38.4 and $51.88, with an estimated average price of $46.92. The stock is now traded at around $38.05. The impact to a portfolio due to this purchase was 0.32%. The holding were 67,405 shares as of .

Added: Facebook Inc (FB)

Shaker Investments Llc added to a holding in Facebook Inc by 98.97%. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $185.15. The impact to a portfolio due to this purchase was 0.25%. The holding were 3,880 shares as of .

Sold Out: Cabot Microelectronics Corp (CCMP)

Shaker Investments Llc sold out a holding in Cabot Microelectronics Corp. The sale prices were between $97.47 and $127.18, with an estimated average price of $113.11.

Sold Out: Stamps.com Inc (STMP)

Shaker Investments Llc sold out a holding in Stamps.com Inc. The sale prices were between $33.47 and $87.5, with an estimated average price of $57.3.

Sold Out: Avery Dennison Corp (AVY)

Shaker Investments Llc sold out a holding in Avery Dennison Corp. The sale prices were between $99.69 and $116.37, with an estimated average price of $109.35.

Sold Out: Immunomedics Inc (IMMU)

Shaker Investments Llc sold out a holding in Immunomedics Inc. The sale prices were between $11.98 and $18.86, with an estimated average price of $15.07.

Sold Out: M/I Homes Inc (MHO)

Shaker Investments Llc sold out a holding in M/I Homes Inc. The sale prices were between $26.36 and $29.91, with an estimated average price of $28.2.

Sold Out: Duluth Holdings Inc (DLTH)

Shaker Investments Llc sold out a holding in Duluth Holdings Inc. The sale prices were between $13.2 and $24.41, with an estimated average price of $16.18.



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