13F HOLDINGS REPORT
Shannon River Fund Management LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001013594-25-001398
Total Value
$621.2M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PEGASYSTEMS INC | PEGA | 1,384,219 | $79.6M | 12.81% |
| 2 | TOWER SEMICONDUCTOR LTD | TSEM | 962,063 | $69.6M | 11.20% |
| 3 | INTERDIGITAL INC | IDCC | 178,720 | $61.7M | 9.93% |
| 4 | WIX.COM LTD | WIX | 330,083 | $58.6M | 9.44% |
| 5 | FLEX LTD | FLEX | 849,416 | $49.2M | 7.93% |
| 6 | NCINO INC | NCNO | 1,578,896 | $42.8M | 6.89% |
| 7 | JFROG LTD | FROG | 863,924 | $40.9M | 6.58% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 423,644 | $35.6M | 5.73% |
| 9 | FORMFACTOR INC | FORM | 968,161 | $35.3M | 5.68% |
| 10 | GUIDEWIRE SOFTWARE INC | GWRE | 126,057 | $29.0M | 4.66% |
| 11 | CLEAN HARBORS INC | CLH | 115,870 | $26.9M | 4.33% |
| 12 | DOCUSIGN INC | DOCU | 283,515 | $20.4M | 3.29% |
| 13 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 86,567 | $12.6M | 2.03% |
| 14 | STRIDE INC | LRN | 82,928 | $12.4M | 1.99% |
| 15 | CLEARWATER ANALYTICS HLDGS I | CWAN | 677,693 | $12.2M | 1.97% |
| 16 | PALANTIR TECHNOLOGIES INC | PLTR | 57,110 | $10.4M | 1.68% |
| 17 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,075,546 | $9.8M | 1.58% |
| 18 | COHERENT CORP | COHR | 89,256 | $9.6M | 1.55% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 8,701 | $2.4M | 0.39% |
| 20 | BACKBLAZE INC | BLZE | 229,384 | $2.1M | 0.34% |