Shannon River Fund Management as of June 30, 2026
Portfolio Holdings for Shannon River Fund Management
Shannon River Fund Management holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 8.9 | $100M | 383k | 260.64 | |
| Flex Ord (FLEX) | 5.5 | $62M | 380k | 162.07 | |
| Advanced Micro Devices (AMD) | 5.5 | $61M | 106k | 580.91 | |
| InterDigital (IDCC) | 4.7 | $52M | 184k | 283.13 | |
| Celestica (CLS) | 4.6 | $51M | 140k | 364.80 | |
| Coherent Corp (COHR) | 4.6 | $51M | 129k | 394.47 | |
| Hinge Health Cl A (HNGE) | 4.2 | $47M | 561k | 83.00 | |
| Extreme Networks (EXTR) | 4.1 | $46M | 1.4M | 32.37 | |
| Kulicke and Soffa Industries (KLIC) | 4.0 | $45M | 335k | 133.76 | |
| Twilio Cl A (TWLO) | 3.7 | $42M | 201k | 206.33 | |
| Ciena Corp Com New (CIEN) | 3.6 | $40M | 81k | 490.56 | |
| Live Nation Entertainment (LYV) | 3.5 | $40M | 216k | 183.11 | |
| Rambus (RMBS) | 3.5 | $39M | 292k | 132.74 | |
| Quantinuum Cl A Com | 3.4 | $38M | 469k | 81.74 | |
| Universal Technical Institute (UTI) | 3.4 | $38M | 890k | 42.77 | |
| Airbnb Com Cl A (ABNB) | 3.2 | $36M | 248k | 143.10 | |
| Take-Two Interactive Software (TTWO) | 3.1 | $35M | 138k | 249.98 | |
| Ouster Com New (OUST) | 2.5 | $28M | 449k | 62.52 | |
| PDF Solutions (PDFS) | 2.3 | $26M | 370k | 70.79 | |
| Nokia Corp Sponsored Adr (NOK) | 2.3 | $25M | 1.9M | 13.28 | |
| Allied Motion Technologies (ALNT) | 2.0 | $23M | 220k | 102.93 | |
| Rocket Lab Corp (RKLB) | 2.0 | $23M | 221k | 101.65 | |
| F5 Networks (FFIV) | 1.9 | $21M | 51k | 415.96 | |
| Dycom Inds Com New (DY) | 1.8 | $20M | 40k | 505.59 | |
| Cipher Mining (CIFR) | 1.5 | $16M | 668k | 24.50 | |
| Lionsgate Studios Corp (LION) | 1.4 | $16M | 1.1M | 15.31 | |
| Digital Realty Trust (DLR) | 1.4 | $16M | 89k | 179.58 | |
| Guidewire Software (GWRE) | 1.2 | $14M | 113k | 123.05 | |
| Sphere Entertainment Cl A (SPHR) | 1.1 | $13M | 74k | 173.03 | |
| Global-e Online SHS (GLBE) | 1.1 | $12M | 353k | 34.73 | |
| Amprius Technologies Common Stock (AMPX) | 1.0 | $12M | 839k | 13.86 | |
| Applied Digital Corp Com New (APLD) | 0.9 | $9.9M | 266k | 37.30 | |
| Cloudflare Cl A Com (NET) | 0.5 | $5.8M | 24k | 245.28 | |
| Amkor Technology (AMKR) | 0.5 | $5.7M | 66k | 86.23 | |
| Micron Technology (MU) | 0.5 | $5.2M | 4.5k | 1154.29 | |
| Babcock & Wilcox Enterpr (BW) | 0.4 | $4.7M | 333k | 14.10 | |
| MaxLinear (MXL) | 0.3 | $3.5M | 27k | 128.03 |
