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Diker Management LLC

CIK:0001276525
Hedge Fund
$372M AUM
34 holdings
New York, NY, United States
Founded:2003
10 employees
Latest filing:Jun 30, 2025

Diker Management LLC is a hedge fund investment firm headquartered in New York, NY, United States, at 570 Lexington Avenue. The firm manages investment portfolios for institutional and high-net-worth clients. Specializing in equity strategies and public markets, Diker Management LLC operates with a lean team and investment infrastructure. As of recent filings, the firm serves clients seeking active, research-driven management of diversified portfolios, with a reported AUM of approximately $372 million. Founded in the early 2000s, the firm is registered with the SEC as an investment adviser.

Investment Strategy

Diker Management LLC employs a fundamentally-driven investment strategy focusing primarily on public equities. The firm utilizes in-depth research and analysis to identify undervalued securities across market capitalizations, often implementing active portfolio management techniques. Their approach is geared towards capital preservation and steady growth, with a focus on U.S. equities but an openness to select global opportunities. The firm places a strong emphasis on risk management, aiming to deliver attractive, risk-adjusted returns for its clients through disciplined selection and monitoring of investments.

Latest 13F Filing Activity

Diker Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 32 equity positions with a total 13F market value of $106M. The fund increased holdings in Steris PLC, Shopify Inc., Lumentum HLDGS Inc. among other positions. Diker Management LLC reduced exposure to Freshworks Inc., Hesai Group, Atlassian Corporation among others.

Top Buys
S
STESTERIS PLC
+$3.3M
S
SHOPSHOPIFY INC
+$3.2M
L
LITELUMENTUM HLDGS INC
+$2.3M
C
COHRCOHERENT CORP
+$2.1M
T
TWLOTWILIO INC
+$2.0M
Top Sells
F
FRSHFRESHWORKS INC
-$1.7M
H
HSAIHESAI GROUP
-$885.1K
T
TEAMATLASSIAN CORPORATION
-$848.8K
A
ACMRACM RESH INC
-$744.5K
C
COMPCOMPASS INC
-$728.1K

Top Holdings

S
STESTERIS PLC
+59.2%$63.0M
S
SHOPSHOPIFY INC
+4.3%$4.6M
A
AAPLAPPLE INC
+2.5%$2.7M
K
KVYOKLAVIYO INC
+2.5%$2.7M
L
LITELUMENTUM HLDGS INC
+2.1%$2.3M

Equity Positions (32)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
STERIS PLC59.19%$63.0M262,281$206.32$240.22+$3.3M
SHOPIFY INC4.33%$4.6M40,000$104.11$115.35+$3.2M
APPLE INC2.53%$2.7M13,107$19.14$205.17-$230.1K
KLAVIYO INC2.53%$2.7M80,042$31.02$33.58+$1.9M
LUMENTUM HLDGS INC2.14%$2.3M24,000$95.06$95.06+$2.3M

Industry Allocation

ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUPPLIES
+51.6%
SERVICES-PREPACKAGED SOFTWARE
+18.6%
COMMUNICATIONS EQUIPMENT, NEC
+4.7%
FINANCE SERVICES
+3.6%
OPTICAL INSTRUMENTS & LENSES
+3.5%