Long-term investor
Shannon River Fund Management LLC @shannonriverfundmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001301050).
Record
- Tracked since 2025-06-30 (448 days), 138 trades recorded
- Returns: week n/a · month n/a · 90 days +33.0% · 6 months n/a · 1 year +51.4% · all +51.4%
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSEM · 8.9% · long · since 2025-06-30
- FLEX · 5.5% · long · since 2025-06-30
- AMD · 5.5% · long · since 2026-06-30
- IDCC · 4.7% · long · since 2025-06-30
- 15101Q207 · 4.6% · long · since 2025-12-31
- COHR · 4.6% · long · since 2025-06-30
- HNGE · 4.2% · long · since 2025-12-31
- EXTR · 4.1% · long · since 2025-12-31
- KLIC · 4.0% · long · since 2026-06-30
- TWLO · 3.7% · long · since 2026-06-30
- CIEN · 3.6% · long · since 2026-06-30
- 538034109 · 3.5% · long · since 2025-12-31