Shannon River Fund Management as of March 31, 2026
Portfolio Holdings for Shannon River Fund Management
Shannon River Fund Management holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 16.9 | $89M | 504k | 175.48 | |
| Marvell Technology (MRVL) | 10.7 | $56M | 564k | 99.05 | |
| Live Nation Entertainment (LYV) | 8.6 | $45M | 294k | 152.51 | |
| Airbnb Com Cl A (ABNB) | 6.0 | $31M | 247k | 126.28 | |
| Rambus (RMBS) | 5.5 | $29M | 334k | 86.03 | |
| Coherent Corp (COHR) | 4.0 | $21M | 88k | 238.21 | |
| Flextronics Intl Ord (FLEX) | 3.9 | $20M | 311k | 65.46 | |
| Axon Enterprise (AXON) | 3.8 | $20M | 47k | 424.69 | |
| Extreme Networks (EXTR) | 3.8 | $20M | 1.3M | 15.08 | |
| Toast Cl A (TOST) | 3.7 | $19M | 732k | 26.51 | |
| Legence Corp Cl A (LGN) | 3.6 | $19M | 338k | 56.46 | |
| InterDigital (IDCC) | 3.1 | $16M | 54k | 302.00 | |
| Hinge Health Cl A (HNGE) | 3.1 | $16M | 417k | 38.56 | |
| Adtran Holdings (ADTN) | 2.9 | $15M | 1.2M | 12.58 | |
| Celestica (CLS) | 2.9 | $15M | 54k | 281.68 | |
| F5 Networks (FFIV) | 2.8 | $15M | 50k | 289.33 | |
| Lionsgate Studios Corp (LION) | 1.9 | $10M | 1.0M | 9.59 | |
| Guidewire Software (GWRE) | 1.8 | $9.4M | 63k | 149.56 | |
| Energy Fuels Com New (UUUU) | 1.8 | $9.3M | 508k | 18.25 | |
| Sphere Entertainment Cl A (SPHR) | 1.6 | $8.6M | 73k | 117.40 | |
| Ambarella SHS (AMBA) | 1.1 | $5.9M | 115k | 51.48 | |
| Applovin Corp Com Cl A (APP) | 1.1 | $5.8M | 15k | 398.00 | |
| Digital Realty Trust (DLR) | 1.0 | $5.4M | 30k | 180.21 | |
| Astera Labs (ALAB) | 1.0 | $5.2M | 47k | 109.60 | |
| OSI Systems (OSIS) | 1.0 | $5.1M | 19k | 265.51 | |
| Equinix (EQIX) | 1.0 | $5.0M | 5.1k | 980.24 | |
| Palantir Technologies Cl A (PLTR) | 0.8 | $4.3M | 29k | 146.28 | |
| Snowflake Com Shs (SNOW) | 0.8 | $4.0M | 26k | 150.82 |
