Shannon River Fund Management as of March 31, 2024
Portfolio Holdings for Shannon River Fund Management
Shannon River Fund Management holds 18 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 13.7 | $61M | 1.8M | 33.45 | |
| Wix SHS (WIX) | 11.3 | $51M | 368k | 137.48 | |
| Cognex Corporation (CGNX) | 9.4 | $42M | 995k | 42.42 | |
| NVIDIA Corporation (NVDA) | 9.3 | $42M | 46k | 903.56 | |
| InterDigital (IDCC) | 8.7 | $39M | 369k | 106.46 | |
| Flex Ord (FLEX) | 7.3 | $33M | 1.1M | 28.61 | |
| Informatica Corp Com Cl A (INFA) | 7.0 | $32M | 899k | 35.00 | |
| Talkspace (TALK) | 5.4 | $24M | 6.8M | 3.57 | |
| Equinix (EQIX) | 4.9 | $22M | 27k | 825.33 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 4.1 | $19M | 1.0M | 17.69 | |
| Guidewire Software (GWRE) | 3.4 | $15M | 131k | 116.71 | |
| Appian Corp Cl A (APPN) | 3.3 | $15M | 370k | 39.95 | |
| Dynatrace Com New (DT) | 3.1 | $14M | 298k | 46.44 | |
| Teradata Corporation (TDC) | 2.3 | $10M | 263k | 38.67 | |
| Akamai Technologies (AKAM) | 2.1 | $9.6M | 88k | 108.76 | |
| Zoominfo Technologies Common Stock (ZI) | 2.0 | $9.0M | 563k | 16.03 | |
| Squarespace Class A (SQSP) | 1.6 | $7.3M | 201k | 36.44 | |
| Global E Online SHS (GLBE) | 1.1 | $5.0M | 138k | 36.35 |
