Equal-WT
WhaleScore 2.0
?
Diker Management is based out of New York. Diker Management is a hedge fund with 19 clients and discretionary assets under management (AUM) of $67,882,000 (Form ADV from 2023-03-28). Their last reported 13F filing for Q4 2023 included $120,875,645 in managed 13F securities
and a top 10 holdings concentration of 85.3%. Diker Management's largest holding is STERIS Corp. with shares held of 269,868. Whalewisdom has at least 93 13F filings, 9 13D filings, and 252 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AFRM Affirm Holdings Inc | 3.73% |
BILL Bill.com Holdings, I | 1.82% |
W Wayfair Inc Class A | 1.41% |
RIVN Rivian Automotive In | 1.16% |
ZS Zscaler Inc | 1.13% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
CFLT Confluent Inc | 2.64% |
AMZN Amazon.com Inc. | 2.27% |
TTD The Trade Desk Inc C | 2.09% |
QTWO Q2 Holdings Inc | 1.15% |
SQ Block Inc. | 0.59% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
STE STERIS Corp. | 49.08% |
FRSH Freshworks Inc | 4.78% |
BILL Bill.com Holdings, I | 4.72% |
SMCI Super Micro Computer | 4.7% |
AFRM Affirm Holdings Inc | 4.68% |
2023-12-31
13F Activity
Market Value | $121m, Prior: $112m |
New Purchases | 4 stocks |
Added To | 11 stocks |
Sold out of | 7 stocks |
Reduced holdings in | 2 stocks |
Top 10 Holdings % | 85.3% |
Turnover %[1] | 32.35% |
Turnover Alt %[2] | 9.58% |
Time Held Top 20 | 4.75 quarters |
Time Held Top 10 | 2.9 quarters |
Time Held All | 13.21 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31