§ 13F · FUND PROFILE
Shannon River Fund Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $621M (13F)Positions · 20Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$162M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | 504K | $88M | 16.9% | −16% |
| 2 | MRVL | MARVELL TECHNOLOGY INC | 564K | $56M | 10.7% | +49% |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 294K | $45M | 8.6% | +15% |
| 4 | ABNB | AIRBNB INC | 247K | $31M | 6.0% | NEW |
| 5 | RMBS | RAMBUS INC DEL | 334K | $29M | 5.5% | NEW |
| 6 | COHR | COHERENT CORP | 88K | $21M | 4.0% | −48% |
| 7 | FLEX | FLEXTRONICS INTL LTD | 311K | $20M | 3.9% | −1% |
| 8 | AXON | AXON ENTERPRISE INC | 47K | $20M | 3.8% | +129% |
| 9 | EXTR | EXTREME NETWORKS | 1.31M | $20M | 3.8% | −31% |
| 10 | TOST | TOAST INC | 732K | $19M | 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 $621 million in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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