account_balance
Investment manager · 13F filer · SEC CIK 1301050
Shannon River Fund Management LLC
Reported value$645Mas of Sep 30, 2026
Positions27 7 new, 17 sold out
Top 10 weight60.3%TSEM alone is 10%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSEMTower Semiconductor Ltd
9.6%Trimmed −29%
CLSCelestica Inc
8.5%Added +8%
HNGEHinge Health, Inc.
7.5%Trimmed −12%
FLEXFlex Ltd.
6.2%Trimmed −5%
LYVLive Nation Entertainment, Inc.
5.7%
IDCCInterDigital, Inc.
5.7%Trimmed −39%
TWLOTwilio Inc
4.8%Trimmed −47%
TTWOTake Two Interactive Software Inc
4.4%
OSISOsi Systems Inc
4.0%New
CIFRCipher Digital Inc.
3.9%Added +138%
GLBEGlobal-E Online Ltd.
3.9%Added +79%
MRVLMarvell Technology, Inc.
3.7%New
TSEMTower Semiconductor Ltd
9.6%Trimmed −29%
CLSCelestica Inc
8.5%Added +8%
HNGEHinge Health, Inc.
7.5%−12%
FLEXFlex Ltd.
6.2%−5%
LYVLive Nation Entertainment, Inc.
5.7%
IDCCInterDigital, Inc.
5.7%
TWLOTwilio Inc
4.8%
TTWOTake Two Interactive Software Inc
4.4%
OSISOsi Systems Inc
4.0%
CIFRGLBEMRVLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSEM Tower Semiconductor Ltd 9.6% Trimmed −29%CLS Celestica Inc 8.5% Added +8%HNGE Hinge Health, Inc. 7.5% Trimmed −12%FLEX Flex Ltd. 6.2% Trimmed −5%LYV Live Nation Entertainment, Inc. 5.7% HeldIDCC InterDigital, Inc. 5.7% Trimmed −39%TWLO Twilio Inc 4.8% Trimmed −47%TTWO Take Two Interactive Software Inc 4.4% HeldOSIS Osi Systems Inc 4.0% NewCIFR Cipher Digital Inc. 3.9% Added +138%GLBE Global-E Online Ltd. 3.9% Added +79%MRVL Marvell Technology, Inc. 3.7% New
What changed
Biggest moves since Jun 30, 2026
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