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SharkNinja, Inc.

SN 可选消费品
$131.06 +$2.04 (1.58%)
Market Cap: $18.5 B
Gurus Holding
11
Popularity Rank
#325
% of Shares Held
1.94%
Net Activity (Q4 2025)
-$3.89 M

Guru Ownership Trend

Guru Analysis for SharkNinja, Inc. (SN)

SharkNinja, Inc. (SN), a key player in the 可选消费品 sector, continues to attract institutional attention.

As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $358.39 M.

Top institutional holders include 丹尼尔·勒布 and 梅森·霍金斯.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.89 M net outflow during the quarter.

Recent activity highlights 雷·达里奥 who dramatically increased their stake. Conversely, 梅森·霍金斯 reduced exposure by 43.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$20.52 M
Total Buy Value
New Buys 1
Additions 2
-$24.41 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for SharkNinja, Inc. (SN)

Major holders include 丹尼尔·勒布 ($185.67 M), 梅森·霍金斯 ($32.37 M), 史蒂夫·科恩 ($30.45 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.73 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.89 M, with 3 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited SN. The total reported sell value was $24.41 M.

Yes, 1 managers opened new positions in SN, and 2 increased their existing holdings. The total reported buy value was $20.52 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.07% Add 50.0% 1,800,000 $185.67 M Q3 2025
1.44% Reduce -43.0% 289,266 $32.37 M Q4 2025
0.05% New Buy 295,230 $30.45 M Q3 2025
0.07% Add 2925.9% 165,333 $18.5 M Q4 2025
0.00% Add 112.8% 57,345 $5.86 M Q3 2025
0.01% Reduce -26.5% 49,752 $5.13 M Q3 2025
0.01% Add 22.7% 27,968 $2.88 M Q3 2025
0.03% New Buy 22,474 $2.51 M Q4 2025
0.00% Add 45.3% 15,667 $1.62 M Q3 2025
0.00% Add 14.8% 8,034 $899,005 Q4 2025
0.00% 3,500 $391,650 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form