SHANNON RIVER FUND MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXTR | 1.31M | $19.80M |
 | ADTN | 1.22M | $15.35M |
 | LION | 1.04M | $9.98M |
 | TOST | 732K | $19.41M |
 | MRVL | 564K | $55.82M |
 | TSEM | 504K | $88.48M |
 | HNGE | 417K | $16.09M |
 | LGN | 338K | $19.06M |
 | RMBS | 334K | $28.72M |
 | FLEX | 311K | $20.37M |
 | LYV | 294K | $44.90M |
 | ABNB | 247K | $31.19M |
 | AMBA | 115K | $5.92M |
 | COHR | 88K | $20.94M |
 | SPHR | 73K | $8.61M |
 | GWRE | 63K | $9.40M |
 | IDCC | 54K | $16.34M |
 | CLS | 53K | $15.07M |
 | FFIV | 50K | $14.52M |
 | AXON | 47K | $20.15M |
Extreme Networks, Inc.
EXTR
Shares Held
1.31M
Value
$19.80M
ADTRAN Holdings Inc.
ADTN
Shares Held
1.22M
Value
$15.35M
Lionsgate Studios Corp.
LION
Shares Held
1.04M
Value
$9.98M
Toast, Inc.
TOST
Shares Held
732K
Value
$19.41M
Marvell Technology, Inc.
MRVL
Shares Held
564K
Value
$55.82M
Tower Semiconductor Ltd.
TSEM
Shares Held
504K
Value
$88.48M
Hinge Health, Inc.
HNGE
Shares Held
417K
Value
$16.09M
Legence Corp. Class A Common stock
LGN
Shares Held
338K
Value
$19.06M
Rambus Inc.
RMBS
Shares Held
334K
Value
$28.72M
Flex Ltd.
FLEX
Shares Held
311K
Value
$20.37M
Live Nation Entertainment, Inc.
LYV
Shares Held
294K
Value
$44.90M
Airbnb, Inc.
ABNB
Shares Held
247K
Value
$31.19M
Ambarella, Inc.
AMBA
Shares Held
115K
Value
$5.92M
Coherent, Inc.
COHR
Shares Held
88K
Value
$20.94M
Sphere Entertainment Co.
SPHR
Shares Held
73K
Value
$8.61M
Guidewire Software, Inc.
GWRE
Shares Held
63K
Value
$9.40M
InterDigital, Inc.
IDCC
Shares Held
54K
Value
$16.34M
Celestica Inc.
CLS
Shares Held
53K
Value
$15.07M
F5, Inc.
FFIV
Shares Held
50K
Value
$14.52M
Axon Enterprise, Inc.
AXON
Shares Held
47K
Value
$20.15M