Shannon River Fund Management as of Sept. 30, 2025
Portfolio Holdings for Shannon River Fund Management
Shannon River Fund Management holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pegasystems (PEGA) | 12.8 | $80M | 1.4M | 57.50 | |
| Tower Semiconductor Shs New (TSEM) | 11.2 | $70M | 962k | 72.30 | |
| InterDigital (IDCC) | 9.9 | $62M | 179k | 345.23 | |
| Wix.com SHS (WIX) | 9.4 | $59M | 330k | 177.63 | |
| Flex Ord (FLEX) | 7.9 | $49M | 849k | 57.97 | |
| Ncino (NCNO) | 6.9 | $43M | 1.6M | 27.11 | |
| Jfrog Ord Shs (FROG) | 6.6 | $41M | 864k | 47.33 | |
| Marvell Technology (MRVL) | 5.7 | $36M | 424k | 84.07 | |
| FormFactor (FORM) | 5.7 | $35M | 968k | 36.42 | |
| Guidewire Software (GWRE) | 4.7 | $29M | 126k | 229.86 | |
| Clean Harbors (CLH) | 4.3 | $27M | 116k | 232.22 | |
| Docusign (DOCU) | 3.3 | $20M | 284k | 72.09 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 2.0 | $13M | 87k | 145.61 | |
| Stride (LRN) | 2.0 | $12M | 83k | 148.94 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 2.0 | $12M | 678k | 18.02 | |
| Palantir Technologies Cl A (PLTR) | 1.7 | $10M | 57k | 182.42 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 1.6 | $9.8M | 1.1M | 9.11 | |
| Coherent Corp (COHR) | 1.5 | $9.6M | 89k | 107.72 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $2.4M | 8.7k | 279.29 | |
| Backblaze Com Cl A (BLZE) | 0.3 | $2.1M | 229k | 9.28 |
