Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shannon River Fund Management LLC (CIK 1301050) reported $524.1M across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSEM ($88.5M, 16.88%), MRVL ($55.8M, 10.65%), LYV ($44.9M, 8.57%), ABNB ($31.2M, 5.95%), RMBS ($28.7M, 5.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | $88.5M | 16.88% | 504,239 | Trimmed |
| 2 | MRVL | MARVELL TECHNOLOGY INC | $55.8M | 10.65% | 563,573 | Added |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $44.9M | 8.57% | 294,398 | Added |
| 4 | ABNB | AIRBNB INC | $31.2M | 5.95% | 247,006 | New |
| 5 | RMBS | RAMBUS INC DEL | $28.7M | 5.48% | 333,817 | New |
| 6 | COHR | COHERENT CORP | $20.9M | 4.00% | 87,905 | Trimmed |
| 7 | FLEX | FLEXTRONICS INTL LTD | $20.4M | 3.89% | 311,223 | Trimmed |
| 8 | AXON | AXON ENTERPRISE INC | $20.1M | 3.84% | 47,442 | Added |
| 9 | EXTR | EXTREME NETWORKS | $19.8M | 3.78% | 1.3M | Trimmed |
| 10 | TOST | TOAST INC | $19.4M | 3.70% | 732,027 | New |
| 11 | LEGENCE CORP | $19.1M | 3.64% | 337,638 | Added | |
| 12 | IDCC | INTERDIGITAL INC | $16.3M | 3.12% | 54,104 | Added |
| 13 | HNGE | HINGE HEALTH INC | $16.1M | 3.07% | 417,182 | Added |
| 14 | ADTN | ADTRAN HOLDINGS INC | $15.3M | 2.93% | 1.2M | New |
| 15 | CLS | CELESTICA INC | $15.1M | 2.88% | 53,495 | Trimmed |
| 16 | FFIV | F5 INC | $14.5M | 2.77% | 50,196 | New |
| 17 | LION | LIONSGATE STUDIOS CORP | $10.0M | 1.90% | 1.0M | New |
| 18 | GWRE | GUIDEWIRE SOFTWARE INC | $9.4M | 1.79% | 62,863 | Trimmed |
| 19 | UUUU | ENERGY FUELS INC | $9.3M | 1.77% | 507,555 | New |
| 20 | MSGE | SPHERE ENTERTAINMENT CO | $8.6M | 1.64% | 73,345 | New |
| 21 | AMBA | AMBARELLA INC | $5.9M | 1.13% | 114,940 | Trimmed |
| 22 | APP | APPLOVIN CORP | $5.8M | 1.10% | 14,480 | New |
| 23 | DLR | DIGITAL RLTY TR INC | $5.4M | 1.03% | 29,838 | New |
| 24 | ALAB | ASTERA LABS INC | $5.2M | 0.99% | 47,394 | Trimmed |
| 25 | OSIS | OSI SYSTEMS INC | $5.1M | 0.98% | 19,274 | New |
Source: SEC Form 13F filings · as of 2026-03-31