13F HOLDINGS REPORT
Shannon River Fund Management LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001013594-25-000645
Total Value
$383.2M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERDIGITAL INC | IDCC | 225,002 | $46.5M | 12.14% |
| 2 | PEGASYSTEMS INC | PEGA | 634,751 | $44.1M | 11.51% |
| 3 | TOWER SEMICONDUCTOR LTD | TSEM | 1,192,713 | $42.5M | 11.10% |
| 4 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,366,893 | $36.6M | 9.56% |
| 5 | FLEX LTD | FLEX | 1,013,582 | $33.5M | 8.75% |
| 6 | QORVO INC | QRVO | 443,100 | $32.1M | 8.37% |
| 7 | ELASTIC N V | ESTC | 358,934 | $32.0M | 8.35% |
| 8 | GUIDEWIRE SOFTWARE INC | GWRE | 146,288 | $27.4M | 7.15% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 331,045 | $20.4M | 5.32% |
| 10 | WIX COM LTD | WIX | 118,173 | $19.3M | 5.04% |
| 11 | MAPLEBEAR INC | CART | 415,484 | $16.6M | 4.32% |
| 12 | PALANTIR TECHNOLOGIES INC | PLTR | 194,400 | $16.4M | 4.28% |
| 13 | ZOOM COMMUNICATIONS INC | ZM | 108,779 | $8.0M | 2.09% |
| 14 | NCR ATLEOS CORPORATION | NATL | 292,564 | $7.7M | 2.01% |