StockDriftsStockDriftsTop 28 Shannon River Fund Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 16.88% | 504.2K | $88.5M | -16.35%(-98.56K) | $32.37(+746.46%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 10.65% | 563.6K | $55.8M | +49.22%(+185.89K) | $75.92(+133.00%) | 2026-03-31 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 8.57% | 294.4K | $44.9M | +15.25%(+38.97K) | $152.23(+10.93%) | 2026-03-31 | |
| ABNB | AIRBNB INC | 5.95% | 247.0K | $31.2M | new | $131.00(+1.41%) | 2026-03-31 | |
| RMBS | RAMBUS INC DEL | 5.48% | 333.8K | $28.7M | new | $88.96(+42.82%) | 2026-03-31 | |
| COHR | COHERENT CORP | 4% | 87.9K | $20.9M | -47.65%(-80.01K) | $109.64(+248.82%) | 2026-03-31 | |
| FLEX | FLEXTRONICS INTL LTD | 3.89% | 311.2K | $20.4M | -0.65%(-2.05K) | $18.58(+641.92%) | 2026-03-31 | |
| AXON | AXON ENTERPRISE INC | 3.84% | 47.4K | $20.1M | +129.01%(+26.73K) | $560.27(-30.06%) | 2026-03-31 | |
| EXTR | EXTREME NETWORKS | 3.78% | 1.31M | $19.8M | -31.06%(-591.47K) | $18.65(+32.23%) | 2026-03-31 | |
| TOST | TOAST INC | 3.7% | 732.0K | $19.4M | new | $31.01(-25.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +36.05% | +151.82% |
| Top 20 Holdings Unweighted | +28.03% | +109.84% |
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