Shannon River Fund Management LLC 13F Holdings

CIK 0001301050 · NEW YORK, NY

As of Sep 30, 2025, Shannon River Fund Management LLC reported 20 positions worth $621.2M in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
PEGASYSTEMS INCPEGATechnology1,384,219$79.6M12.81%
TOWER SEMICONDUCTOR LTDTSEMTechnology962,063$69.6M11.20%
INTERDIGITAL INCIDCCCommunication Services178,720$61.7M9.93%
WIXCOM LTDWIXTechnology330,083$58.6M9.44%
FLEX LTDFLEXTechnology849,416$49.2M7.93%
NCINO INCNCNOTechnology1,578,896$42.8M6.89%
JFROG LTDFROGTechnology863,924$40.9M6.58%
MARVELL TECHNOLOGY INCMRVLTechnology423,644$35.6M5.73%
FORMFACTOR INCFORMTechnology968,161$35.3M5.68%
GUIDEWIRE SOFTWARE INCGWRETechnology126,057$29.0M4.66%
CLEAN HARBORS INCCLHIndustrials115,870$26.9M4.33%
DOCUSIGN INCDOCUTechnology283,515$20.4M3.29%
CREDO TECHNOLOGY GROUP HOLDING LTDCRDOTechnology86,567 2.6M2.03%
STRIDE INCLRNConsumer Defensive82,928 2.4M1.99%
CLEARWATER ANALYTICS HOLDINGS INCCWANTechnology677,693 2.2M1.97%
PALANTIR TECHNOLOGIES INCPLTRTechnology57,110 0.4M1.68%
CCC INTELLIGENT SOLUTIONS HOLDINGS INCCCCTechnology1,075,546$9.8M1.58%
COHERENT CORPCOHRTechnology89,256$9.6M1.55%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology8,701$2.4M0.39%
BACKBLAZE INC COM CL ABLZE—229,384$2.1M0.34%