§ 13F · FUND PROFILE
Shannon River Fund Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $752.0T (13F)Positions · 24Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$270.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | 603K | $70.8T | 11.1% | −37% |
| 2 | PEGA | PEGASYSTEMS INC | 1.04M | $62.0T | 9.7% | −25% |
| 3 | U | UNITY SOFTWARE INC | 1.07M | $47.1T | 7.4% | NEW |
| 4 | LYV | LIVE NATION ENTERTAINMENT IN | 255K | $36.4T | 5.7% | NEW |
| 5 | MRVL | MARVELL TECHNOLOGY INC | 378K | $32.1T | 5.0% | −11% |
| 6 | EXTR | EXTREME NETWORKS | 1.90M | $31.7T | 5.0% | NEW |
| 7 | CLS | CELESTICA INC | 107K | $31.7T | 5.0% | NEW |
| 8 | COHR | COHERENT CORP | 168K | $31.0T | 4.9% | +88% |
| 9 | CWAN | CLEARWATER ANALYTICS HLDGS I | 1.24M | $29.8T | 4.7% | +82% |
| 10 | NCNO | NCINO INC | 1.14M | $29.1T | 4.6% | −28% |
§ 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 $751966.0 trillion in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed