Funds
Shannon River Fund Management
Спенсер Ваксман
13F AUM
1.12 B $
positions
37
filed
August 13, 2026
| Ticker | Name | Weight | Δ since |
|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 8.91% | — |
| FLEX | FLEX LTD | 5.49% | — |
| AMD | ADVANCED MICRO DEVICES INC | 5.48% | — |
| IDCC | INTERDIGITAL INC | 4.66% | — |
| CLS | CELESTICA INC | 4.56% | — |
| COHR | COHERENT CORP | 4.55% | — |
| HNGE | HINGE HEALTH INC | 4.16% | — |
| EXTR | EXTREME NETWORKS INC | 4.11% | — |
| KLIC | KULICKE & SOFFA INDS INC | 4.0% | — |
| TWLO | TWILIO INC | 3.71% | — |
| CIEN | CIENA CORP | 3.56% | — |
| LYV | LIVE NATION ENTERTAINMENT IN | 3.53% | — |
| RMBS | RAMBUS INC DEL | 3.46% | — |
| QNT | QUANTINUUM INC | 3.42% | — |
| UTI | UNIVERSAL TECHNICAL INST INC | 3.4% | — |
| ABNB | AIRBNB INC | 3.17% | — |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 3.08% | — |
| OUST | OUSTER INC | 2.51% | — |
| PDFS | PDF SOLUTIONS INC | 2.34% | — |
| NOK | NOKIA CORP | 2.26% | — |
| ALNT | ALLIENT INC | 2.02% | — |
| RKLB | ROCKET LAB CORP | 2.01% | — |
| FFIV | F5 INC | 1.9% | — |
| DY | DYCOM INDS INC | 1.78% | — |
| CIFR | CIPHER DIGITAL INC | 1.46% | — |
| LION | LIONSGATE STUDIOS CORP | 1.44% | — |
| DLR | DIGITAL RLTY TR INC | 1.42% | — |
| GWRE | GUIDEWIRE SOFTWARE INC | 1.24% | — |
| SPHR | SPHERE ENTERTAINMENT CO | 1.14% | — |
| GLBE | GLOBAL-E ONLINE LTD | 1.09% | — |
| AMPX | AMPRIUS TECHNOLOGIES INC | 1.04% | — |
| APLD | APPLIED DIGITAL CORP | 0.88% | — |
| NET | CLOUDFLARE INC | 0.52% | — |
| AMKR | AMKOR TECHNOLOGY INC | 0.51% | — |
| MU | MICRON TECHNOLOGY INC | 0.46% | — |
| BW | BABCOCK & WILCOX ENTERPRISES | 0.42% | — |
| MXL | MAXLINEAR INC | 0.31% | — |