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Funds

Shannon River Fund Management

Спенсер Ваксман

13F AUM 1.12 B $
positions 37
filed August 13, 2026
TSEM · 8.9% TSEM 8.9% FLEX · 5.5% FLEX 5.5% AMD · 5.5% AMD 5.5% IDCC · 4.7% IDCC 4.7% CLS · 4.6% CLS 4.6% COHR · 4.6% COHR 4.6% HNGE · 4.2% HNGE 4.2% EXTR · 4.1% EXTR KLIC · 4.0% KLIC TWLO · 3.7% TWLO CIEN · 3.6% CIEN 3.6% LYV · 3.5% LYV 3.5% RMBS · 3.5% RMBS 3.5% QNT · 3.4% QNT 3.4% UTI · 3.4% UTI ABNB · 3.2% ABNB TTWO · 3.1% TTWO OUST · 2.5% OUST PDFS · 2.3% PDFS NOK · 2.3% NOK ALNT · 2.0% ALNT RKLB · 2.0% RKLB FFIV · 1.9% FFIV DY · 1.8% DY CIFR · 1.5% CIFR LION · 1.4% LION DLR · 1.4% DLR GWRE · 1.2% GWRE SPHR · 1.1% SPHR GLBE · 1.1% GLBE AMPX · 1.0% AMPX APLD · 0.88% APLD NET · 0.52% NET AMKR · 0.51% AMKR MU · 0.46% MU BW · 0.42% BW MXL · 0.31%

Small cells: MXL 0.31%.

added new trimmed unchanged