Follow-The-Filings

Manager activity

Shannon River Fund Management LLC

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Spencer Waxman

2026 Q1 vs 2025 Q4 · filed 14 May · all filings · sitewide activity

New 13
Add 7
Reduce 8
Exit 11

moves

39 shown

ticker action Δ port detail period
ABNB New +5.95 pp opened 6.0% 2025Q4→2026Q1
— New +5.48 pp opened 5.5% 2025Q4→2026Q1
TOST New +3.70 pp opened 3.7% 2025Q4→2026Q1
ADTN New +2.93 pp opened 2.9% 2025Q4→2026Q1
FFIV New +2.77 pp opened 2.8% 2025Q4→2026Q1
— New +1.90 pp opened 1.9% 2025Q4→2026Q1
— New +1.77 pp opened 1.8% 2025Q4→2026Q1
— New +1.64 pp opened 1.6% 2025Q4→2026Q1
APP New +1.10 pp opened 1.1% 2025Q4→2026Q1
DLR New +1.03 pp opened 1.0% 2025Q4→2026Q1
— New +0.98 pp opened 1.0% 2025Q4→2026Q1
EQIX New +0.95 pp opened 1.0% 2025Q4→2026Q1
SNOW New +0.76 pp opened 0.8% 2025Q4→2026Q1
— Exit −9.73 pp was 9.7% 2025Q4→2026Q1
U Exit −7.38 pp was 7.4% 2025Q4→2026Q1
CWAN Exit −4.68 pp was 4.7% 2025Q4→2026Q1
— Exit −4.57 pp was 4.6% 2025Q4→2026Q1
KLAC Exit −3.72 pp was 3.7% 2025Q4→2026Q1
CRDO Exit −3.38 pp was 3.4% 2025Q4→2026Q1
DOCU Exit −1.68 pp was 1.7% 2025Q4→2026Q1
CCC Exit −1.34 pp was 1.3% 2025Q4→2026Q1
QCOM Exit −1.24 pp was 1.2% 2025Q4→2026Q1
MU Exit −0.91 pp was 0.9% 2025Q4→2026Q1
WIX Exit −0.76 pp was 0.8% 2025Q4→2026Q1
MRVL Add +5.62 pp +49.2% sh 2025Q4→2026Q1
LYV Add +2.86 pp +15.3% sh 2025Q4→2026Q1
AXON Add +2.00 pp +129.0% sh 2025Q4→2026Q1
— Add +1.38 pp +0.8% sh 2025Q4→2026Q1
— Add +1.37 pp +78.8% sh 2025Q4→2026Q1
— Add +0.45 pp +1.1% sh 2025Q4→2026Q1
PLTR Add +0.01 pp +0.6% sh 2025Q4→2026Q1
— Reduce +5.78 pp −16.4% sh 2025Q4→2026Q1
ALAB Reduce −3.38 pp −71.7% sh 2025Q4→2026Q1
— Reduce −2.22 pp −61.8% sh 2025Q4→2026Q1
GWRE Reduce −2.18 pp −50.1% sh 2025Q4→2026Q1
CLS Reduce −2.09 pp −50.1% sh 2025Q4→2026Q1
— Reduce −1.20 pp −31.1% sh 2025Q4→2026Q1
FLEX Reduce +0.92 pp −0.7% sh 2025Q4→2026Q1
COHR Reduce −0.87 pp −47.7% sh 2025Q4→2026Q1