Shannon River Fund Management LLC
Top Portfolio Positions
28 positions ·
$524,080,631 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSEM |
Tower Semiconductor Ltd
Technology
|
504,239 | $88,483,859 | 16.88% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
563,573 | $55,821,905 | 10.65% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
294,398 | $44,898,638 | 8.57% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
247,006 | $31,191,917 | 5.95% | |
| RMBS |
Rambus Inc
Technology
|
333,817 | $28,718,276 | 5.48% | |
| COHR |
Coherent Corp.
Technology
|
87,905 | $20,939,850 | 4.00% | |
| FLEX |
Flex Ltd.
Technology
|
311,223 | $20,372,657 | 3.89% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
47,442 | $20,148,142 | 3.84% | |
| EXTR |
Extreme Networks Inc
Technology
|
1,313,061 | $19,800,959 | 3.78% | |
| TOST |
Toast, Inc.
Technology
|
732,027 | $19,406,035 | 3.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMBA
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,917,111 | 114,940 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,329,428 | 301,093 | Shares | Sole | 2026-02-17 | |
| 2022-09-30 | $4,560,299 | 81,173 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,207,341 | 140,656 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,636,707 | 72,786 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $24,460,418 | 120,560 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,103,627 | 212,557 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,521,712 | 267,483 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $11,782,709 | 128,324 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||