Shannon River Fund Management LLC Portfolio Holdings by Sector
Shannon River Fund Management LLC
- $679 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
PEGA PEGA GWRE NCNO DOCU ESTC CWAN U 9 stocks |
$257,215
37.91% of portfolio
|
  7  
|
  2  
|
  5  
|
- |
0
Calls
1
Puts
|
Semiconductors | Technology
TSEM MRVL 2 stocks |
$118,583
17.48% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
WIX AFRM PLTR CCCS 4 stocks |
$90,409
13.32% of portfolio
|
  3  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Electronic Components | Technology
FLEX 1 stocks |
$64,991
9.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
IWM 1 stocks |
$64,737
9.54% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
1
Puts
|
Telecom Services | Communication Services
IDCC 1 stocks |
$53,046
7.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CRDO 1 stocks |
$17,621
2.6% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
MIR 1 stocks |
$11,957
1.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|