What smart money is saying about SharkNinja
1 fund in our archive has pitched SharkNinja — most recently Munro Global Growth Small and Mid Cap Fund in December 2024.
SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers worldwide. It offers cleaning appliances, including corded and cordless vacuums, as well as other floorcare products; cooking and beverage appliances, such as air fryers, multi-cookers, outdoor and countertop grills and ovens, coffee systems, cookware, cutlery, kettles, toasters, and bakeware products; food preparation appliances comprising blenders, food processors, ice cream makers, and juicers; and beauty appliances, home environment products, and garment care products. The company sells its products through retailers, online and offline, and distributors. SharkNinja, Inc. was incorporated in 2017 and is headquartered in Needham, Massachusetts.
Get an email when a fund buys, sells or pitches it
Position history
Between Q4 2024 and Q3 2026, 13 fund letters reported a position in SharkNinja — 2 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 0 | 0 |
| Q2 2026 | 4 | 2 | 0 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 1 | 0 |
| Q4 2024 | 1 | 0 | 0 | 1 |
Fund activity · 13 positions · 3 moves
- September 2026
“4. SharkNinja, Inc. (Consumer Disc., Core Growth)”
SharkNinja - September 2026
“Top contributors to performance included Illumina, Inc., IQVIA Holdings Inc., and SharkNinja, Inc. Illumina benefited from continued uptake for its DNA sequencing technology as well as a positive outlook for diagnostics from Grail, a company it was compelled to spin out but where they retain a significant equity stake. IQVIA reported good revenue growth, but more importantly a solid backlog and outlook as its pharmaceutical industry clients ramp up their research and development. Finally, SharkNinja, a serial innovator of time saving home products, continues to benefit from consumer enthusiasm for its affordable and useful offerings.”
SharkNinja - September 2026
“Portfolio Commentary The Large Cap Equity composite was up 1.19% in the quarter, net of fees, compared to a return of 2.30% for the S&P 500. Top contributors to performance included Illumina, Inc., IQVIA Holdings Inc., and SharkNinja, Inc. Illumina benefited from continued uptake for its DNA sequencing technology as well as a positive outlook for diagnostics from Grail, a company it was compelled to spin out but where they retain a significant equity stake. IQVIA reported good revenue growth, but more importantly a solid backlog and outlook as its pharmaceutical industry clients ramp up their research and development. Finally, SharkNinja, a serial innovator of time saving home products, continues to benefit from consumer enthusiasm for its affordable and useful offerings.”
SharkNinja - September 2026
“3Q26 Contributors 3Q26 Detractors 1. Magnite, Inc. (Comm. Services, Core Growth) 2. Porch Group (Financials, Pioneer) 3. Chime Financial (Financials, Core Growth) 4. SI-BONE, Inc. (Health Care, Pioneer) 5. SharkNinja, Inc. (Consumer Disc., Core Growth) 1. Indie Semiconductor (Info. Tech., Special Situation)”
SharkNinja - September 2026
“Top Ten Holdings Security LifeCycle Category Percent of Portfolio Silicon Motion Technology Corp. Special Situation 10.0% Porch Group Inc. Pioneer 9.7% Magnite Inc Core Growth 9.7% Digital Turbine, Inc. Special Situation 8.4% FTAI Aviation Ltd Core Growth 5.5% Sharkninja Inc. Core Growth 4.7%”
SharkNinja - New positionAve Maria FundsJune 2026
“Proceeds were used to initiate positions in GFL Environmental, Inc., MSCI, Inc., RB Global, Inc. and SharkNinja, Inc.”
SharkNinja - June 2026
“Portfolio Commentary Hardman Johnston’s Large Cap Equity composite delivered a return of 9.5% in the second quarter and 10.1% for the first six months of 2026, both net of fees. These compared to 15.2% and 10.2% for the S&P 500 Index. In the quarter, performance was driven by gains in Illumina, Inc., SharkNinja, Inc., and Vertiv Holdings Co.”
SharkNinja - June 2026
“SharkNinja (SN) is an innovation centric consumer products company that makes and sells a variety of home, cooking and beauty products.”
SharkNinja - June 2026
“Sharkninja Inc. Core Growth 4.1% SI-BONE Inc. Pioneer”
SharkNinja - March 2026
“Amazon.com, Inc. United States 2.5 Broadline Retail SharkNinja, Inc. United States 2.2 Household Durables”
SharkNinja - March 2026
“Portfolio Holdings Data as of March 31, 2026. Source: FactSet, Hardman Johnston Global Advisors LLC®. The data shown is of a representative portfolio for the Hardman Johnston Select Equity strategy and is for informational purposes only and is not indicative of future portfolio characteristics/returns. Actual results may vary for each client due to specific client guidelines and other factors. The representative portfolio was chosen as most representative of the Select Equity strategy. Future investments may or may not be profitable. C ountry We ig ht ( %) Indus try Communicat ion Serv ices 8.1 Alphabet Inc. United States 7.1 Interactive Media & Services Comcast Corp. United States 0.9 Diversified Telecommunication Services Versant Media Group, Inc. United States 0.1 Media Consumer Discret ionary 2.7 SharkNinja, Inc. United States 2.7 Household Durables”
SharkNinja - September 2025
“In addition to Insmed, mentioned previously, notable trims in the quarter included SharkNinja and Ascendis Pharma. SharkNinja is a leading consumer products company, with its Shark brand focused on cleaning and beauty and its Ninja brand specializing in food preparation and cooking. We trimmed our position in late 2024 and early 2025 due to elevated expectations that we believed were unlikely to be met—particularly amid rising concerns about the impact of tariffs on the company’s profit cycle. As tariff headwinds became more apparent and valuation assumptions normalized, we added back to the position. With valuation expectations elevated once again, we took the opportunity to harvest some capital this quarter.”
SharkNinja - December 2024
“DAVID BECKHAM, SHARKNINJA’S BRAND AMBASSADOR STOCK STORY: SHARKNINJA AREA OF INTEREST: CONSUMER MARKET CAP: USD $14bn SharkNinja contributed -34bps to Fund performance for the quarter.”
SharkNinja
Also mentioned · 1
These funds discuss SharkNinja — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedVoss Value FundJune 2026
Named in a table in Voss Value Fund’s letter.
SharkNinja
Fund coverage · 1 thesis
- Munro Global Growth Small and Mid Cap FundDecember 2024
SharkNinja is a leading household appliance designer and marketer, experiencing significant revenue growth and expanding its global presence through innovation and effective marketing strategies.
Read the full thesis
Read every full thesis on SharkNinja
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→