UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
06-30-2022
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
SHAKER INVESTMENTS LLC/OH
Address:
3201 ENTERPRISE PARKWAY
SUITE 310
CLEVELAND, OH 44122-4466
Form 13F File Number:
028-05322

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Ray Rund
Title:
Managing Director and CCO
Phone:
216-292-2950


Signature, Place, and Date of Signing:

Ray Rund
                         [Signature]
Beachwood, OHIO
                 [City, State]
07-27-2022
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
89
Form 13F Information table Value Total:
157357
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADVANCED MICRO DEVICES INCCOM0079031075887,693SHSOLE4,702 0 2,991
ALARM COM HLDGS INCCOM0116421054597,425SHSOLE6,875 0 550
ALPHABET INCCAP STK CL A02079K3055,0172,302SHSOLE1,385 0 917
AMAZON COM INCCOM0231351062,73125,710SHSOLE12,592 0 13,118
AMERICAN ELEC PWR CO INCCOM0255371017738,056SHSOLE4,930 0 3,126
AMERISOURCEBERGEN CORPCOM03073E1051,95213,798SHSOLE8,598 0 5,200
AMPHASTAR PHARMACEUTICALS INCOM03209R1031,29137,117SHSOLE23,301 0 13,816
APPLE INCCOM0378331003972,904SHSOLE 0 0 2,904
ASML HOLDING N VN Y REGISTRY SHSN070592105921,244SHSOLE582 0 662
AVIENT CORPORATIONCOM05368V1061,50737,612SHSOLE25,676 0 11,936
AXOS FINANCIAL INCCOM05465C10016,143450,282SHSOLE100,350 0 349,932
BROADCOM INCCOM11135F1014,1308,501SHSOLE4,863 0 3,638
CADENCE BANKCOM12740C10352722,435SHSOLE9,911 0 12,524
CALLON PETE CO DELCOM13123X50889722,888SHSOLE15,183 0 7,705
CAMTEK LTDORDM2079110536415,098SHSOLE14,000 0 1,098
CARGURUS INCCOM CL A14178810938117,714SHSOLE16,700 0 1,014
CAVCO INDS INC DELCOM1495681071,3236,748SHSOLE4,064 0 2,684
CDW CORPCOM12514G1081,1587,348SHSOLE5,143 0 2,205
CHARLES RIV LABS INTL INCCOM1598641074972,324SHSOLE2,150 0 174
CIRRUS LOGIC INCCOM1727551004165,735SHSOLE5,300 0 435
CITIZENS FINL GROUP INCCOM1746101052,53971,133SHSOLE32,837 0 38,296
CONCENTRIX CORPCOM20602D1014,96636,610SHSOLE21,365 0 15,245
COSTAR GROUP INCCOM22160N1092,74945,505SHSOLE27,246 0 18,259
D R HORTON INCCOM23331A1091,78526,974SHSOLE14,304 0 12,670
DEXCOM INCCOM2521311072,97539,911SHSOLE23,988 0 15,923
DIAMONDBACK ENERGY INCCOM25278X1093,09325,531SHSOLE15,109 0 10,422
DOUBLEVERIFY HLDGS INCCOM25862V10570130,903SHSOLE18,108 0 12,795
ENCORE CAP GROUP INCCOM2925541024,27874,054SHSOLE41,622 0 32,432
EOG RES INCCOM26875P1013,05627,671SHSOLE16,858 0 10,813
EPAM SYS INCCOM29414B1047002,373SHSOLE2,265 0 108
EURONET WORLDWIDE INCCOM2987361091,92019,084SHSOLE11,342 0 7,742
FIDELITY NATL INFORMATION SVCOM31620M1061,07811,762SHSOLE6,695 0 5,067
FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q20066213,708SHSOLE1,917 0 11,791
FORD MTR CO DELCOM34537086031228,000SHSOLE28,000 0 0
FORMFACTOR INCCOM3463751081,29833,508SHSOLE21,967 0 11,541
FORTINET INCCOM34959E1093,35759,325SHSOLE37,680 0 21,645
GLOBAL PMTS INCCOM37940X1021,0129,148SHSOLE6,624 0 2,524
GLOBANT S ACOML443851092,14512,329SHSOLE7,775 0 4,554
HENRY SCHEIN INCCOM8064071021,62421,156SHSOLE12,334 0 8,822
ICON PLCSHSG4705A1002,87113,247SHSOLE9,268 0 3,979
INGLES MKTS INCCL A4570301041,17213,505SHSOLE12,900 0 605
INSTALLED BLDG PRODS INCCOM45780R10185210,243SHSOLE9,500 0 743
INSULET CORPCOM45784P1013,59316,485SHSOLE9,773 0 6,712
ISHARES TR1 3 YR TREAS BD4642874572663,211SHSOLE1,374 0 1,837
KB HOMECOM48666K10993732,923SHSOLE14,425 0 18,498
KLA CORPCOM NEW482480100258810SHSOLE800 0 10
KROGER COCOM5010441011,15824,462SHSOLE4,128 0 20,334
LCI INDSCOM50189K1037977,120SHSOLE4,199 0 2,921
LEMAITRE VASCULAR INCCOM52555820151811,364SHSOLE10,500 0 864
M/I HOMES INCM/I HOMES INC55305B10195824,161SHSOLE11,267 0 12,894
MALIBU BOATS INCCOM CL A56117J1001,27624,206SHSOLE14,256 0 9,950
MATADOR RES COCOM5764852051,49132,007SHSOLE21,352 0 10,655
MEDPACE HLDGS INCCOM58506Q1091,51310,112SHSOLE5,137 0 4,975
META PLATFORMS INCCL A30303M1025003,101SHSOLE1,932 0 1,169
MICROCHIP TECHNOLOGY INC.COM5950171041,40224,136SHSOLE6,904 0 17,232
MICRON TECHNOLOGY INCCOM5951121033,37461,027SHSOLE37,233 0 23,794
MICROSOFT CORPCOM5949181043,37713,150SHSOLE7,396 0 5,754
MKS INSTRS INCCOM55306N1048588,358SHSOLE5,011 0 3,347
MONOLITHIC PWR SYS INCCOM6098391056871,789SHSOLE1,650 0 139
MONSTER BEVERAGE CORP NEWCOM61174X1092,78930,084SHSOLE20,358 0 9,726
MOTOROLA SOLUTIONS INCCOM NEW6200763078394,003SHSOLE3,900 0 103
NEXSTAR MEDIA GROUP INCCL A65336K1031,70310,454SHSOLE6,213 0 4,241
NISOURCE INCCOM65473P10541514,079SHSOLE13,000 0 1,079
OREILLY AUTOMOTIVE INCCOM67103H1072,5594,050SHSOLE2,876 0 1,174
OLLIES BARGAIN OUTLET HLDGSCOM6811161092924,967SHSOLE4,600 0 367
ON SEMICONDUCTOR CORPCOM68218910578415,575SHSOLE9,387 0 6,188
ONTO INNOVATION INCCOM6833441054836,928SHSOLE6,400 0 528
PAYCOM SOFTWARE INCCOM70432V1023,37612,051SHSOLE7,249 0 4,802
PAYLOCITY HLDG CORPCOM70438V1064,54326,047SHSOLE15,648 0 10,399
PAYPAL HLDGS INCCOM70450Y1031,78025,483SHSOLE15,320 0 10,163
PREFORMED LINE PRODS COCOM7404441043285,336SHSOLE4,950 0 386
QUALYS INCCOM74758T3032,06116,341SHSOLE10,949 0 5,392
RIO TINTO PLCSPONSORED ADR76720410064510,571SHSOLE6,427 0 4,144
SERVISFIRST BANCSHARES INCCOM81768T1087209,128SHSOLE8,500 0 628
SNAP ON INCCOM8330341011,1825,997SHSOLE4,013 0 1,984
SPDR S&P 500 ETF TRTR UNIT78462F1031,1823,133SHSOLE484 0 2,649
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107251608SHSOLE 0 0 608
SPROUTS FMRS MKT INCCOM85208M1021,22448,348SHSOLE31,029 0 17,319
SPS COMM INCCOM78463M1072922,585SHSOLE2,400 0 185
THE TRADE DESK INCCOM CL A88339J1052,79066,592SHSOLE40,238 0 26,354
UNITED RENTALS INCCOM9113631097373,035SHSOLE1,858 0 1,177
VANGUARD INDEX FDSS&P 500 ETF SHS9229083635401,557SHSOLE773 0 784
VEEVA SYS INCCL A COM9224751088214,146SHSOLE2,569 0 1,577
VERIZON COMMUNICATIONS INCCOM92343V10482916,343SHSOLE9,937 0 6,406
VISA INCCOM CL A92826C8394,14321,043SHSOLE12,098 0 8,945
WESCO INTL INCCOM95082P1057,49770,003SHSOLE40,155 0 29,848
XCEL ENERGY INCCOM98389B10073410,372SHSOLE6,327 0 4,045
ZEBRA TECHNOLOGIES CORPORATICL A9892071051,3254,508SHSOLE2,652 0 1,856
ZOOMINFO TECHNOLOGIES INCCOMMON STOCK98980F1041,24237,366SHSOLE23,216 0 14,150