Shannon River Fund Management as of Dec. 31, 2025
Portfolio Holdings for Shannon River Fund Management
Shannon River Fund Management holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 11.1 | $71M | 603k | 117.42 | |
| Pegasystems (PEGA) | 9.7 | $62M | 1.0M | 59.72 | |
| Unity Software (U) | 7.4 | $47M | 1.1M | 44.17 | |
| Live Nation Entertainment (LYV) | 5.7 | $36M | 255k | 142.50 | |
| Marvell Technology (MRVL) | 5.0 | $32M | 378k | 84.98 | |
| Extreme Networks (EXTR) | 5.0 | $32M | 1.9M | 16.65 | |
| Celestica (CLS) | 5.0 | $32M | 107k | 295.61 | |
| Coherent Corp (COHR) | 4.9 | $31M | 168k | 184.57 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 4.7 | $30M | 1.2M | 24.12 | |
| Ncino (NCNO) | 4.6 | $29M | 1.1M | 25.64 | |
| Astera Labs (ALAB) | 4.4 | $28M | 168k | 166.36 | |
| Guidewire Software (GWRE) | 4.0 | $25M | 126k | 201.01 | |
| Klaviyo Com Ser A (KVYO) | 3.7 | $24M | 730k | 32.47 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 3.4 | $22M | 150k | 143.89 | |
| Ambarella SHS (AMBA) | 3.3 | $21M | 301k | 70.84 | |
| Flex Ord (FLEX) | 3.0 | $19M | 313k | 60.42 | |
| InterDigital (IDCC) | 2.7 | $17M | 54k | 318.38 | |
| Legence Corp Cl A (LGN) | 2.3 | $14M | 335k | 43.04 | |
| Axon Enterprise (AXON) | 1.8 | $12M | 21k | 567.93 | |
| Hinge Health Cl A (HNGE) | 1.7 | $11M | 233k | 46.45 | |
| Docusign (DOCU) | 1.7 | $11M | 157k | 68.40 | |
| Ccc Intelligent Solutions Holdings (CCC) | 1.3 | $8.6M | 1.1M | 7.95 | |
| Qualcomm (QCOM) | 1.2 | $7.9M | 46k | 171.05 | |
| Micron Technology (MU) | 0.9 | $5.8M | 20k | 285.41 | |
| Palantir Technologies Cl A (PLTR) | 0.8 | $5.1M | 29k | 177.75 | |
| Wix SHS (WIX) | 0.8 | $4.9M | 47k | 103.89 |
