Manager activity

Shannon River Fund Management LLC

Spencer Waxman

2026 Q2 vs 2026 Q1 · filed 13 Aug · all filings · sitewide activity

New 22

Add 12

Reduce 3

Exit 13

50 shown

ticker	action	Δ weight	detail	period
AMD	New	+5.48%	opened 5.5%	Q1→Q2
KLIC	New	+4.00%	opened 4.0%	Q1→Q2
TWLO	New	+3.71%	opened 3.7%	Q1→Q2
CIEN	New	+3.56%	opened 3.6%	Q1→Q2
QNT	New	+3.42%	opened 3.4%	Q1→Q2
UTI	New	+3.40%	opened 3.4%	Q1→Q2
TTWO	New	+3.08%	opened 3.1%	Q1→Q2
Ouster	New	+2.51%	opened 2.5%	Q1→Q2
Pdf Solutions	New	+2.34%	opened 2.3%	Q1→Q2
NOK	New	+2.26%	opened 2.3%	Q1→Q2
ALNT	New	+2.02%	opened 2.0%	Q1→Q2
RKLB	New	+2.01%	opened 2.0%	Q1→Q2
DY	New	+1.78%	opened 1.8%	Q1→Q2
CIFR	New	+1.46%	opened 1.5%	Q1→Q2
GLBE	New	+1.09%	opened 1.1%	Q1→Q2
AMPX	New	+1.04%	opened 1.0%	Q1→Q2
APLD	New	+0.88%	opened 0.88%	Q1→Q2
NET	New	+0.52%	opened 0.52%	Q1→Q2
AMKR	New	+0.51%	opened 0.51%	Q1→Q2
MU	New	+0.46%	opened 0.46%	Q1→Q2
BW	New	+0.42%	opened 0.42%	Q1→Q2
Maxlinear	New	+0.31%	opened 0.31%	Q1→Q2
MRVL	Exit	−10.65%	was 10.7%	Q1→Q2
AXON	Exit	−3.84%	was 3.8%	Q1→Q2
TOST	Exit	−3.70%	was 3.7%	Q1→Q2
LGN	Exit	−3.64%	was 3.6%	Q1→Q2
ADTN	Exit	−2.93%	was 2.9%	Q1→Q2
UUUU	Exit	−1.77%	was 1.8%	Q1→Q2
AMBA	Exit	−1.13%	was 1.1%	Q1→Q2
APP	Exit	−1.10%	was 1.1%	Q1→Q2
ALAB	Exit	−0.99%	was 0.99%	Q1→Q2
OSIS	Exit	−0.98%	was 0.98%	Q1→Q2
EQIX	Exit	−0.95%	was 0.95%	Q1→Q2
PLTR	Exit	−0.81%	was 0.81%	Q1→Q2
SNOW	Exit	−0.76%	was 0.76%	Q1→Q2
ABNB	Add	−2.79%	+0.3% sh	Q1→Q2
CLS	Add	+1.68%	+161.6% sh	Q1→Q2
FLEX	Add	+1.61%	+22.0% sh	Q1→Q2
IDCC	Add	+1.54%	+240.8% sh	Q1→Q2
HNGE	Add	+1.09%	+34.5% sh	Q1→Q2
FFIV	Add	−0.87%	+2.1% sh	Q1→Q2
COHR	Add	+0.56%	+47.1% sh	Q1→Q2
GWRE	Add	−0.55%	+80.1% sh	Q1→Q2
SPHR	Add	−0.50%	+0.7% sh	Q1→Q2
LION	Add	−0.47%	+0.9% sh	Q1→Q2
DLR	Add	+0.40%	+197.5% sh	Q1→Q2
EXTR	Add	+0.34%	+8.5% sh	Q1→Q2
TSEM	Reduce	−7.98%	−24.1% sh	Q1→Q2
LYV	Reduce	−5.04%	−26.6% sh	Q1→Q2
RMBS	Reduce	−2.02%	−12.6% sh	Q1→Q2