Shannon River Fund Management LLC Portfolio Holdings by Sector
Shannon River Fund Management LLC
- $612 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PEGA NCNO FROG GWRE DOCU CWAN 6 stocks |
$224,909
36.78% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSEM MRVL FORM TSM 4 stocks |
$142,862
23.36% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
WIX PLTR CCCS BLZE 4 stocks |
$80,976
13.24% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC 1 stocks |
$61,699
10.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FLEX 1 stocks |
$49,240
8.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CLH 1 stocks |
$26,907
4.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO 1 stocks |
$12,605
2.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LRN 1 stocks |
$12,351
2.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|