SHANNON RIVER FUND MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXTR | 1.90M | $31.71M |
 | CWAN | 1.24M | $29.82M |
 | NCNO | 1.14M | $29.13M |
 | U | 1.07M | $47.06M |
 | PEGA | 1.04M | $62.04M |
 | KVYO | 730K | $23.69M |
 | TSEM | 603K | $70.78M |
 | MRVL | 378K | $32.10M |
 | LGN | 335K | $14.41M |
 | FLEX | 313K | $18.93M |
 | AMBA | 301K | $21.33M |
 | LYV | 255K | $36.40M |
 | HNGE | 233K | $10.84M |
 | COHR | 168K | $30.99M |
 | ALAB | 168K | $27.89M |
 | DOCU | 157K | $10.73M |
 | CRDO | 150K | $21.58M |
 | GWRE | 126K | $25.34M |
 | CLS | 107K | $31.67M |
 | IDCC | 53K | $17.03M |
Extreme Networks, Inc.
EXTR
Shares Held
1.90M
Value
$31.71M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
1.24M
Value
$29.82M
nCino, Inc.
NCNO
Shares Held
1.14M
Value
$29.13M
Unity Software Inc.
U
Shares Held
1.07M
Value
$47.06M
Pegasystems Inc.
PEGA
Shares Held
1.04M
Value
$62.04M
Klaviyo, Inc.
KVYO
Shares Held
730K
Value
$23.69M
Tower Semiconductor Ltd.
TSEM
Shares Held
603K
Value
$70.78M
Marvell Technology, Inc.
MRVL
Shares Held
378K
Value
$32.10M
Legence Corp. Class A Common stock
LGN
Shares Held
335K
Value
$14.41M
Flex Ltd.
FLEX
Shares Held
313K
Value
$18.93M
Ambarella, Inc.
AMBA
Shares Held
301K
Value
$21.33M
Live Nation Entertainment, Inc.
LYV
Shares Held
255K
Value
$36.40M
Hinge Health, Inc.
HNGE
Shares Held
233K
Value
$10.84M
Coherent, Inc.
COHR
Shares Held
168K
Value
$30.99M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
168K
Value
$27.89M
DocuSign, Inc.
DOCU
Shares Held
157K
Value
$10.73M
Credo Technology Group Holding Ltd
CRDO
Shares Held
150K
Value
$21.58M
Guidewire Software, Inc.
GWRE
Shares Held
126K
Value
$25.34M
Celestica Inc.
CLS
Shares Held
107K
Value
$31.67M
InterDigital, Inc.
IDCC
Shares Held
53K
Value
$17.03M