Shannon River Fund Management LLC
CIK: 0001301050SEC EDGAR →
Portfolio Value
$623K
Holdings
26
As of
Q4 2025
New Positions
20
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD | 602,804 | $70K | 11.24% |
| 2 | PEGASYSTEMS INC | 1,038,832 | $62K | 9.95% |
| 3 | UNITY SOFTWARE INC | 1,065,452 | $47K | 7.54% |
| 4 | LIVE NATION ENTERTAINMENT IN | 255,433 | $36K | 5.78% |
| 5 | MARVELL TECHNOLOGY INC | 377,684 | $32K | 5.14% |
| 6 | CELESTICA INC | 107,130 | $31K | 4.98% |
| 7 | EXTREME NETWORKS | 1,904,528 | $31K | 4.98% |
| 8 | COHERENT CORP | 167,918 | $30K | 4.82% |
| 9 | NCINO INC | 1,135,922 | $29K | 4.65% |
| 10 | CLEARWATER ANALYTICS HLDGS I | 1,236,412 | $29K | 4.65% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $535K | 85.9% |
| Communication Services | 1 | $36K | 5.8% |
| Industrials | 2 | $25K | 4.0% |
| Unknown | 1 | $17K | 2.7% |
| Healthcare | 1 | $10K | 1.6% |