SHANNON RIVER FUND MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NCNO | 1.58M | $42.80M |
 | PEGA | 1.38M | $79.59M |
 | FORM | 968K | $35.26M |
 | TSEM | 962K | $69.56M |
 | FROG | 864K | $40.89M |
 | FLEX | 849K | $49.24M |
 | CWAN | 678K | $12.21M |
 | MRVL | 424K | $35.62M |
 | WIX | 330K | $58.63M |
 | DOCU | 284K | $20.44M |
 | BLZE | 229K | $2.13M |
 | IDCC | 179K | $61.70M |
 | GWRE | 126K | $28.98M |
 | CLH | 116K | $26.91M |
 | COHR | 89K | $9.61M |
 | CRDO | 87K | $12.61M |
 | LRN | 83K | $12.35M |
 | PLTR | 57K | $10.42M |
 | TSM | 9K | $2.43M |
nCino, Inc.
NCNO
Shares Held
1.58M
Value
$42.80M
Pegasystems Inc.
PEGA
Shares Held
1.38M
Value
$79.59M
FormFactor, Inc.
FORM
Shares Held
968K
Value
$35.26M
Tower Semiconductor Ltd.
TSEM
Shares Held
962K
Value
$69.56M
JFrog Ltd.
FROG
Shares Held
864K
Value
$40.89M
Flex Ltd.
FLEX
Shares Held
849K
Value
$49.24M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
678K
Value
$12.21M
Marvell Technology, Inc.
MRVL
Shares Held
424K
Value
$35.62M
Wix.com Ltd.
WIX
Shares Held
330K
Value
$58.63M
DocuSign, Inc.
DOCU
Shares Held
284K
Value
$20.44M
Backblaze, Inc.
BLZE
Shares Held
229K
Value
$2.13M
InterDigital, Inc.
IDCC
Shares Held
179K
Value
$61.70M
Guidewire Software, Inc.
GWRE
Shares Held
126K
Value
$28.98M
Clean Harbors, Inc.
CLH
Shares Held
116K
Value
$26.91M
Coherent, Inc.
COHR
Shares Held
89K
Value
$9.61M
Credo Technology Group Holding Ltd
CRDO
Shares Held
87K
Value
$12.61M
Stride, Inc.
LRN
Shares Held
83K
Value
$12.35M
Palantir Technologies Inc.
PLTR
Shares Held
57K
Value
$10.42M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
9K
Value
$2.43M