§ 13F · FUND PROFILE
Shannon River Fund Management LLC.
AUM · $1.1B (13F)Positions · 37Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$518M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | 383K | $100M | 8.9% | −24% |
| 2 | FLEX | FLEX LTD | 380K | $62M | 5.5% | +22% |
| 3 | AMD | ADVANCED MICRO DEVICES INC | 106K | $61M | 5.5% | NEW |
| 4 | IDCC | INTERDIGITAL INC | 184K | $52M | 4.7% | +241% |
| 5 | CLS | CELESTICA INC | 140K | $51M | 4.6% | +162% |
| 6 | COHR | COHERENT CORP | 129K | $51M | 4.6% | +47% |
| 7 | HNGE | HINGE HEALTH INC | 561K | $47M | 4.2% | +35% |
| 8 | EXTR | EXTREME NETWORKS INC | 1.42M | $46M | 4.1% | +8% |
| 9 | KLIC | KULICKE & SOFFA INDS INC | 335K | $45M | 4.0% | NEW |
| 10 | TWLO | TWILIO INC | 201K | $42M | 3.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHANNON SIGNAL
AC read
Shannon River Fund Management LLC is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 37 positions.
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