Shannon River Fund Management LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$383.2M
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IDIINTERDIGITAL INC | 225,002 | $46.5M | 12.14% | |
| 2 | PEGAPEGASYSTEMS INC | 634,751 | $44.1M | 11.51% | |
| 3 | TSEMTOWER SEMICONDUCTOR LTD | 1,192,713 | $42.5M | 11.10% | |
| 4 | CWANCLEARWATER ANALYTICS HLDGS I | 1,366,893 | $36.6M | 9.56% | |
| 5 | FLEXFLEX LTD | 1,013,582 | $33.5M | 8.75% | |
| 6 | QRVOQORVO INC | 443,100 | $32.1M | 8.37% | |
| 7 | ESTCELASTIC N V | 358,934 | $32.0M | 8.35% | |
| 8 | GWREGUIDEWIRE SOFTWARE INC | 146,288 | $27.4M | 7.15% | |
| 9 | MRVLMARVELL TECHNOLOGY INC | 331,045 | $20.4M | 5.32% | |
| 10 | WIXWIX COM LTD | 118,173 | $19.3M | 5.04% | |
| 11 | CARTMAPLEBEAR INC | 415,484 | $16.6M | 4.32% | |
| 12 | PLTRPALANTIR TECHNOLOGIES INC | 194,400 | $16.4M | 4.28% | |
| 13 | ZMZOOM COMMUNICATIONS INC | 108,779 | $8.0M | 2.09% | |
| 14 | NATLNCR ATLEOS CORPORATION | 292,564 | $7.7M | 2.01% |