StockDriftsStockDriftsTop 36 Shannon River Fund Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 8.91% | 382.9K | $99.8M | -24.06%(-121.31K) | $32.37(+720.20%) | 2026-06-30 | |
| FLEX | FLEX LTD | 5.49% | 379.8K | $61.6M | +22.05%(+68.61K) | $35.33(+264.47%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.48% | 105.8K | $61.4M | new | $388.47(+31.86%) | 2026-06-30 | |
| IDCC | INTERDIGITAL INC | 4.66% | 184.4K | $52.2M | +240.80%(+130.28K) | $227.08(+51.34%) | 2026-06-30 | |
| CLS | CELESTICA INC | 4.56% | 140.0K | $51.1M | +161.64%(+86.47K) | $199.61(+67.85%) | 2026-06-30 | |
| COHR | COHERENT CORP | 4.55% | 129.3K | $51.0M | +47.07%(+41.38K) | $172.83(+103.22%) | 2026-06-30 | |
| HNGE | HINGE HEALTH INC | 4.16% | 561.2K | $46.6M | +34.53%(+144.04K) | $49.15(+80.03%) | 2026-06-30 | |
| EXTR | EXTREME NETWORKS INC | 4.11% | 1.42M | $46.1M | +8.46%(+111.03K) | $19.04(+28.19%) | 2026-06-30 | |
| KLIC | KULICKE & SOFFA INDS INC | 4% | 334.8K | $44.8M | new | $97.77(+1.34%) | 2026-06-30 | |
| TWLO | TWILIO INC | 3.71% | 201.4K | $41.5M | new | $163.66(+42.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +53.04% | +258.41% | +29.77% | +268.02% |
| Top 20 Holdings Unweighted | +41.39% | +182.68% | +20.87% | +157.97% |
Shannon River Fund Management LLC reports $1.12B in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are TSEM (8.9%), FLEX (5.5%) and AMD (5.5%). The top 20 holdings account for 78.96% of reported assets. Its disclosed equity book has returned +258.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shannon River Fund Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1301050). View Shannon River Fund Management LLC’s 13F filings on SEC