Shannon River Fund Management LLC Portfolio Holdings by Sector
Shannon River Fund Management LLC
- $613 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
TSEM NVDA MRVL AVGO MU 5 stocks |
$186,758
30.49% of portfolio
|
  5  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
WIX ADBE VRNS APPN INFA SQSP CRWD 7 stocks |
$127,705
20.85% of portfolio
|
  5  
|
  2  
|
  3  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
CWAN GWRE DT SPT 4 stocks |
$102,272
16.7% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
CGNX 1 stocks |
$57,302
9.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
IDCC 1 stocks |
$51,689
8.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
SMH 1 stocks |
$39,105
6.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
1
Puts
|
Electronic Components | Technology
FLEX 1 stocks |
$36,684
5.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
TALK 1 stocks |
$11,013
1.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|