Shannon River Fund Management LLC: 13F holdings
CIK 13010502026Q2
| Positions | 37 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 37 (+9 vs prior quarter) |
|---|
| Reported value | $1.1bn (+113.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TOWER SEMICONDUCTOR LTD | 382,933 | $99.8m | 8.9% |
| FLEX LTD | 379,834 | $61.6m | 5.5% |
| AMD ADVANCED MICRO DEVICES INC | 105,751 | $61.4m | 5.5% |
| IDCC INTERDIGITAL INC | 184,388 | $52.2m | 4.7% |
| CLS CELESTICA INC | 139,964 | $51.1m | 4.6% |
| COHR COHERENT CORP | 129,283 | $51.0m | 4.6% |
| HNGE HINGE HEALTH INC | 561,224 | $46.6m | 4.2% |
| EXTR EXTREME NETWORKS INC | 1,424,095 | $46.1m | 4.1% |
| KLIC KULICKE & SOFFA INDS INC | 334,781 | $44.8m | 4.0% |
| TWLO TWILIO INC | 201,352 | $41.5m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1301050")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples