Shannon River Fund Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$637.5M
Holdings
26
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSEMTOWER SEMICONDUCTOR LTD | 602,804 | $70.8M | 11.10% | |
| 2 | PEGAPEGASYSTEMS INC | 1,038,832 | $62.0M | 9.73% | |
| 3 | UUNITY SOFTWARE INC | 1,065,452 | $47.1M | 7.38% | |
| 4 | LYVLIVE NATION ENTERTAINMENT IN | 255,433 | $36.4M | 5.71% | |
| 5 | MRVLMARVELL TECHNOLOGY INC | 377,684 | $32.1M | 5.03% | |
| 6 | EXTREXTREME NETWORKS | 1,904,528 | $31.7M | 4.97% | |
| 7 | CLSCELESTICA INC | 107,130 | $31.7M | 4.97% | |
| 8 | COHRCOHERENT CORP | 167,918 | $31.0M | 4.86% | |
| 9 | CWANCLEARWATER ANALYTICS HLDGS I | 1,236,412 | $29.8M | 4.68% | |
| 10 | NCNONCINO INC | 1,135,922 | $29.1M | 4.57% | |
| 11 | ALABASTERA LABS INC | 167,641 | $27.9M | 4.37% | |
| 12 | GWREGUIDEWIRE SOFTWARE INC | 126,057 | $25.3M | 3.97% | |
| 13 | KVYOKLAVIYO INC | 729,703 | $23.7M | 3.72% | |
| 14 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 149,966 | $21.6M | 3.38% | |
| 15 | AMBAAMBARELLA INC | 301,093 | $21.3M | 3.35% | |
| 16 | FLEXFLEX LTD | 313,273 | $18.9M | 2.97% | |
| 17 | IDIINTERDIGITAL INC | 53,490 | $17.0M | 2.67% | |
| 18 | LGNLEGENCE CORP | 334,863 | $14.4M | 2.26% | |
| 19 | AXONAXON ENTERPRISE INC | 20,716 | $11.8M | 1.85% | |
| 20 | HNGEHINGE HEALTH INC | 233,354 | $10.8M | 1.70% | |
| 21 | DOCUDOCUSIGN INC | 156,813 | $10.7M | 1.68% | |
| 22 | CCCCCC INTELLIGENT SOLUTIONS HL | 1,075,546 | $8.6M | 1.34% | |
| 23 | QCOMQUALCOMM INC | 46,212 | $7.9M | 1.24% | |
| 24 | MUMICRON TECHNOLOGY INC | 20,400 | $5.8M | 0.91% | |
| 25 | PLTRPALANTIR TECHNOLOGIES INC | 28,965 | $5.1M | 0.81% | |
| 26 | WIXWIX COM LTD | 46,731 | $4.9M | 0.76% |