Stock Taper 
SHANNON RIVER FUND MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 4.48K | $5.18M |
 Cloudflare, Inc. | NET | 23.59K | $5.79M |
 MaxLinear, Inc. | MXL | 27.38K | $3.51M |
 Dycom Industries, Inc. | DY | 39.47K | $19.96M |
 F5, Inc. | FFIV | 51.26K | $21.32M |
 Amkor Technology, Inc. | AMKR | 65.89K | $5.68M |
 Sphere Entertainment Co. | SPHR | 73.88K | $12.78M |
 Ciena Corporation | CIEN | 81.3K | $39.88M |
 Digital Realty Trust, Inc. | DLR | 88.76K | $15.94M |
 Advanced Micro Devices, Inc. | AMD | 105.75K | $61.43M |
 Guidewire Software, Inc. | GWRE | 113.23K | $13.93M |
 Coherent, Inc. | COHR | 129.28K | $51M |
 Take-Two Interactive Software, Inc. | TTWO | 138.03K | $34.5M |
 Celestica Inc. | CLS | 139.96K | $51.06M |
 InterDigital, Inc. | IDCC | 184.39K | $52.21M |
 Twilio Inc. | TWLO | 201.35K | $41.54M |
 Live Nation Entertainment, Inc. | LYV | 216.04K | $39.56M |
 Allient Inc. | ALNT | 220.24K | $22.67M |
 Rocket Lab USA, Inc. | RKLB | 221.14K | $22.48M |
 Airbnb, Inc. | ABNB | 247.84K | $35.47M |