DIKER MANAGEMENT LLC — 13F holdings

DIKER MANAGEMENT LLC reported 46 holdings worth $130M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. STE STERIS PLC — $54.2M (41.7%)
2. AMD ADVANCED MICRO DEVICES INC — $7.55M (5.8%)
3. NBIS NEBIUS GROUP N.V. — $7.18M (5.5%)
4. LITE LUMENTUM HLDGS INC — $5.58M (4.3%)
5. AMKR AMKOR TECHNOLOGY INC — $5.17M (4.0%)
6. COHR COHERENT CORP — $5.13M (3.9%)
7. SMTC SEMTECH CORP — $4.67M (3.6%)
8. UCTT ULTRA CLEAN HLDGS INC — $3.85M (3.0%)
9. AAPL APPLE INC — $3.79M (2.9%)
10. ICHR ICHOR HOLDINGS — $3.65M (2.8%)