The Analysis of Shannon River Fund Management LLC's Holdings
Currently, Shannon River Fund Management LLC holds 26 types of securities in its portfolio with a total value $637.5M. In the most recent quarter, they have increased their positions in U (+1.1M shares, valued at $47.1M), LYV (+255.4K shares, valued at $36.4M), EXTR (+1.9M shares, valued at $31.7M); decreased their positions in TSEM (-359.3K shares, valued at $42.2M), IDCC (-125.2K shares, valued at $39.9M), FLEX (-536.1K shares, valued at $32.4M); initiated new positions in U (+1.1M shares, valued at $47.1M), LYV (+255.4K shares, valued at $36.4M), EXTR (+1.9M shares, valued at $31.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSEM TOWER SEMICONDUCTOR LTD602.8K shares-37.34%2025-12-312026-02-17
PEGA PEGASYSTEMS INC1.0M shares-24.95%2025-12-312026-02-17 U UNITY SOFTWARE INC1.1M sharesnew addition2025-12-312026-02-17 LYV LIVE NATION ENTERTAINMENT IN255.4K sharesnew addition2025-12-312026-02-17 EXTR EXTREME NETWORKS1.9M sharesnew addition2025-12-312026-02-17 CELESTICA INC CELESTICA INC107.1K sharesnew addition2025-12-312026-02-17 COHERENT CORP COHERENT CORP167.9K shares88.13%2025-12-312026-02-17 CWAN CLEARWATER ANALYTICS HLDGS I1.2M shares82.44%2025-12-312026-02-17 NCNO NCINO INC1.1M shares-28.06%2025-12-312026-02-17 ALAB ASTERA LABS INC167.6K sharesnew addition2025-12-312026-02-17 GWRE GUIDEWIRE SOFTWARE INC126.1K shares0.00%2025-12-312026-02-17 KVYO KLAVIYO INC729.7K sharesnew addition2025-12-312026-02-17 CRDO CREDO TECHNOLOGY GROUP HOLDI150.0K shares73.24%2025-12-312026-02-17 AMBA AMBARELLA INC301.1K sharesnew addition2025-12-312026-02-17 FLEX FLEX LTD313.3K shares-63.12%2025-12-312026-02-17 IDCC INTERDIGITAL INC53.5K shares-70.07%2025-12-312026-02-17 LGN LEGENCE CORP334.9K sharesnew addition2025-12-312026-02-17 AXON AXON ENTERPRISE INC20.7K sharesnew addition2025-12-312026-02-17 HNGE HINGE HEALTH INC233.4K sharesnew addition2025-12-312026-02-17 DOCU DOCUSIGN INC156.8K shares-44.69%2025-12-312026-02-17 CCC CCC INTELLIGENT SOLUTIONS HL1.1M shares0.00%2025-12-312026-02-17 QCOM QUALCOMM INC46.2K sharesnew addition2025-12-312026-02-17 MU MICRON TECHNOLOGY INC20.4K sharesnew addition2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC29.0K shares-49.28%2025-12-312026-02-17 WIX WIX COM LTD46.7K shares-85.84%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available