Shannon River Fund Management LLC activity
Every position Spencer Waxman opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
22
Add
12
Reduce
3
Exit
13
50 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| AMD | New | 0% to 5.5% | $61M | Q1→Q2 |
| KLIC | New | 0% to 4.0% | $45M | Q1→Q2 |
| TWLO | New | 0% to 3.7% | $42M | Q1→Q2 |
| CIEN | New | 0% to 3.6% | $40M | Q1→Q2 |
| QNT | New | 0% to 3.4% | $38M | Q1→Q2 |
| UTI | New | 0% to 3.4% | $38M | Q1→Q2 |
| TTWO | New | 0% to 3.1% | $35M | Q1→Q2 |
| Ouster | New | 0% to 2.5% | $28M | Q1→Q2 |
| PDF Solutions | New | 0% to 2.3% | $26M | Q1→Q2 |
| NOK | New | 0% to 2.3% | $25M | Q1→Q2 |
| ALNT | New | 0% to 2.0% | $23M | Q1→Q2 |
| RKLB | New | 0% to 2.0% | $22M | Q1→Q2 |
| DY | New | 0% to 1.8% | $20M | Q1→Q2 |
| CIFR | New | 0% to 1.5% | $16M | Q1→Q2 |
| GLBE | New | 0% to 1.1% | $12M | Q1→Q2 |
| AMPX | New | 0% to 1.0% | $12M | Q1→Q2 |
| APLD | New | 0% to 0.88% | $9.9M | Q1→Q2 |
| NET | New | 0% to 0.52% | $5.8M | Q1→Q2 |
| AMKR | New | 0% to 0.51% | $5.7M | Q1→Q2 |
| MU | New | 0% to 0.46% | $5.2M | Q1→Q2 |
| BW | New | 0% to 0.42% | $4.7M | Q1→Q2 |
| Maxlinear | New | 0% to 0.31% | $3.5M | Q1→Q2 |
| MRVL | Exit | 10.7% to 0% | $56M | Q1→Q2 |
| AXON | Exit | 3.8% to 0% | $20M | Q1→Q2 |
| TOST | Exit | 3.7% to 0% | $19M | Q1→Q2 |
| LGN | Exit | 3.6% to 0% | $19M | Q1→Q2 |
| ADTN | Exit | 2.9% to 0% | $15M | Q1→Q2 |
| UUUU | Exit | 1.8% to 0% | $9.3M | Q1→Q2 |
| AMBA | Exit | 1.1% to 0% | $5.9M | Q1→Q2 |
| APP | Exit | 1.1% to 0% | $5.8M | Q1→Q2 |
| ALAB | Exit | 0.99% to 0% | $5.2M | Q1→Q2 |
| OSIS | Exit | 0.98% to 0% | $5.1M | Q1→Q2 |
| EQIX | Exit | 0.95% to 0% | $5M | Q1→Q2 |
| PLTR | Exit | 0.81% to 0% | $4.3M | Q1→Q2 |
| SNOW | Exit | 0.76% to 0% | $4M | Q1→Q2 |
| ABNB | Add | 6.0% to 3.2% | +0.3% sh | Q1→Q2 |
| CLS | Add | 2.9% to 4.6% | +161.6% sh | Q1→Q2 |
| FLEX | Add | 3.9% to 5.5% | +22.0% sh | Q1→Q2 |
| IDCC | Add | 3.1% to 4.7% | +240.8% sh | Q1→Q2 |
| HNGE | Add | 3.1% to 4.2% | +34.5% sh | Q1→Q2 |
| FFIV | Add | 2.8% to 1.9% | +2.1% sh | Q1→Q2 |
| COHR | Add | 4.0% to 4.6% | +47.1% sh | Q1→Q2 |
| GWRE | Add | 1.8% to 1.2% | +80.1% sh | Q1→Q2 |
| SPHR | Add | 1.6% to 1.1% | +0.7% sh | Q1→Q2 |
| LION | Add | 1.9% to 1.4% | +0.9% sh | Q1→Q2 |
| DLR | Add | 1.0% to 1.4% | +197.5% sh | Q1→Q2 |
| EXTR | Add | 3.8% to 4.1% | +8.5% sh | Q1→Q2 |
| TSEM | Reduce | 16.9% to 8.9% | −24.1% sh | Q1→Q2 |
| LYV | Reduce | 8.6% to 3.5% | −26.6% sh | Q1→Q2 |
| RMBS | Reduce | 5.5% to 3.5% | −12.6% sh | Q1→Q2 |