Shannon River Fund Management LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$621.2B
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PEGAPEGASYSTEMS INC | 1,384,219 | $79.6B | 12.81% | |
| 2 | TSEMTOWER SEMICONDUCTOR LTD | 962,063 | $69.6B | 11.20% | |
| 3 | IDIINTERDIGITAL INC | 178,720 | $61.7B | 9.93% | |
| 4 | WIXWIX.COM LTD | 330,083 | $58.6B | 9.44% | |
| 5 | FLEXFLEX LTD | 849,416 | $49.2B | 7.93% | |
| 6 | NCNONCINO INC | 1,578,896 | $42.8B | 6.89% | |
| 7 | FROGJFROG LTD | 863,924 | $40.9B | 6.58% | |
| 8 | MRVLMARVELL TECHNOLOGY INC | 423,644 | $35.6B | 5.73% | |
| 9 | FMFFORMFACTOR INC | 968,161 | $35.3B | 5.68% | |
| 10 | GWREGUIDEWIRE SOFTWARE INC | 126,057 | $29.0B | 4.66% | |
| 11 | CLHCLEAN HARBORS INC | 115,870 | $26.9B | 4.33% | |
| 12 | DOCUDOCUSIGN INC | 283,515 | $20.4B | 3.29% | |
| 13 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 86,567 | $12.6B | 2.03% | |
| 14 | LRNSTRIDE INC | 82,928 | $12.4B | 1.99% | |
| 15 | CWANCLEARWATER ANALYTICS HLDGS I | 677,693 | $12.2B | 1.97% | |
| 16 | PLTRPALANTIR TECHNOLOGIES INC | 57,110 | $10.4B | 1.68% | |
| 17 | CCCCCC INTELLIGENT SOLUTIONS HL | 1,075,546 | $9.8B | 1.58% | |
| 18 | COHRCOHERENT CORP | 89,256 | $9.6B | 1.55% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,701 | $2.4B | 0.39% | |
| 20 | BLZEBACKBLAZE INC | 229,384 | $2.1B | 0.34% |