Shannon River Fund Management LLC
Q2 2026 13F filing
Updated 28 days ago37 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSEM TOWER SEMICONDUCTOR LTD | $99.8M | 382.9K | 8.91% | Trimmed(-24.1%) |
| 2 | L LPG FLEX LTD | $61.6M | 379.8K | 5.49% | Added(+22.1%) |
| 3 | A AMD ADVANCED MICRO DEVICES INC | $61.4M | 105.8K | 5.48% | — |
| 4 | I IDCC INTERDIGITAL INC | $52.2M | 184.4K | 4.66% | Added(+240.8%) |
| 5 | C CLS CELESTICA INC | $51.1M | 140.0K | 4.56% | Added(+161.6%) |
| 6 | C COHR COHERENT CORP | $51M | 129.3K | 4.55% | Added(+47.1%) |
| 7 | H HNGE HINGE HEALTH INC | $46.6M | 561.2K | 4.16% | Added(+34.5%) |
| 8 | E EXTR EXTREME NETWORKS INC | $46.1M | 1.42M | 4.11% | Added(+8.5%) |
| 9 | K KLIC KULICKE & SOFFA INDS INC | $44.8M | 334.8K | 4.00% | — |
| 10 | T TWLO TWILIO INC | $41.5M | 201.4K | 3.71% | — |
| 11 | C CIEN CIENA CORP | $39.9M | 81.3K | 3.56% | — |
| 12 | L LYV LIVE NATION ENTERTAINMENT IN | $39.6M | 216.0K | 3.53% | Trimmed(-26.6%) |
| 13 | R RMBS RAMBUS INC DEL | $38.7M | 291.7K | 3.46% | Trimmed(-12.6%) |
| 14 | Q QNT QUANTINUUM INC | $38.4M | 469.4K | 3.42% | — |
| 15 | U UTI UNIVERSAL TECHNICAL INST INC | $38.1M | 890.1K | 3.40% | — |
| 16 | A ABNB AIRBNB INC | $35.5M | 247.8K | 3.17% | Added(+0.3%) |
| 17 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $34.5M | 138.0K | 3.08% | — |
| 18 | O OUST OUSTER INC | $28.1M | 449.3K | 2.51% | — |
| 19 | P PDFS PDF SOLUTIONS INC | $26.2M | 369.8K | 2.34% | — |
| 20 | N NOKBF NOKIA CORP | $25.3M | 1.91M | 2.26% | — |
| 21 | A ALNT ALLIENT INC | $22.7M | 220.2K | 2.02% | — |
| 22 | R RKLB ROCKET LAB CORP | $22.5M | 221.1K | 2.01% | — |
| 23 | F FDX F5 INC | $21.3M | 51.3K | 1.90% | Added(+2.1%) |
| 24 | D DY DYCOM INDS INC | $20M | 39.5K | 1.78% | — |
| 25 | C CIFR CIPHER DIGITAL INC | $16.4M | 667.9K | 1.46% | — |
| 26 | L LION LIONSGATE STUDIOS CORP | $16.1M | 1.05M | 1.44% | Added(+0.9%) |
| 27 | D DLR-PJ DIGITAL RLTY TR INC | $15.9M | 88.8K | 1.42% | Added(+197.5%) |
| 28 | G GWRE GUIDEWIRE SOFTWARE INC | $13.9M | 113.2K | 1.24% | Added(+80.1%) |
| 29 | S SPHR SPHERE ENTERTAINMENT CO | $12.8M | 73.9K | 1.14% | Added(+0.7%) |
| 30 | G GLBE GLOBAL-E ONLINE LTD | $12.3M | 353.2K | 1.09% | — |
| 31 | A AMPX-WT AMPRIUS TECHNOLOGIES INC | $11.6M | 838.9K | 1.04% | — |
| 32 | A APLD APPLIED DIGITAL CORP | $9.9M | 265.5K | 0.88% | — |
| 33 | N NET CLOUDFLARE INC | $5.8M | 23.6K | 0.52% | — |
| 34 | A AMKR AMKOR TECHNOLOGY INC | $5.7M | 65.9K | 0.51% | — |
| 35 | M MU MICRON TECHNOLOGY INC | $5.2M | 4.5K | 0.46% | — |
| 36 | B BW-PA BABCOCK & WILCOX ENTERPRISES | $4.7M | 333.2K | 0.42% | — |
| 37 | M MXL MAXLINEAR INC | $3.5M | 27.4K | 0.31% | — |