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.
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Position history
Between Q4 2024 and Q2 2026, 6 fund letters reported a position in SharkNinja — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 2 | 0 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 6 positions · 2 moves
- 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 - AddedJAG Capital Management Small Mid Cap Growth StrategyJune 2026
“SharkNinja (SN) is an innovation centric consumer products company that makes and sells a variety of home, cooking and beauty products.”
SharkNinja - HoldsGranahan Investment Management SMID Select StrategyJune 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
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.
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