Featured 13F manager
Shannon River Fund Management LLC Spencer Waxman
New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $1.1B
- 37 Positions
- 2026 Q2
- +113.7% QoQ
- Top 5 29.1%
Spencer Waxman files Shannon River Fund Management LLC as a Form 13F. The latest book is 2026 Q2 at $1.1B, up 113.7% QoQ, led by Tower Semiconductor, Flextronics, and Advanced Micro Devices.
Portfolio
top 5 29.1% · top 10 49.6%
- TSEM - Tower Semiconductor 8.9%
- FLEX - Flextronics 5.5%
- AMD - Advanced Micro Devices 5.5%
- IDCC - Interdigital 4.7%
- CLS - Celestica 4.5%
- COHR - Coherent 4.5%
- HNGE — · CL A 4.2%
- EXTR - Extreme Networks 4.1%
- KLIC - Kulicke & Soffa Inds 4.0%
- TWLO - Twilio · CL A 3.7%
- CIEN - Ciena 3.6%
- LYV - Live Nation 3.5%
- Other 43.3%
AUM over time
Book
| DT - Dynatrace | 8.35% | Hold | 1,668,738 | $70.97 | $118M |
| FLEX - Flextronics | 6.54% | Hold | 5,241,186 | $17.68 | $93M |
| WMG - Warner Music Group · CL A | 5.40% | Hold | 1,792,733 | $42.74 | $77M |
| SFM - Sprout Social · CL A | 5.11% | Hold | 593,625 | $121.95 | $72M |
| GTM - Zoominfo Technologies · CL A | 4.25% | Hold | 984,002 | $61.19 | $60M |
| DOCN - Digitalocean | 3.88% | Hold | 709,435 | $77.63 | $55M |
| GDDY - Godaddy · CL A | 3.62% | Hold | 736,239 | $69.70 | $51M |
| MANH - Manhattan Associates | 3.45% | Hold | 319,706 | $153.03 | $49M |
| IDCC - Interdigital | 3.38% | Hold | 706,089 | $67.82 | $48M |
| UBER - UBER Technologies | 3.36% | Hold | 1,062,000 | $44.80 | $48M |
| Sps Comm | 2.76% | Hold | 242,326 | $161.31 | $39M |
| COUR - Coursera | 2.68% | Hold | 1,201,635 | $31.65 | $38M |
| Holding | 2.50% | Hold | 1,679,119 | $21.10 | $35M |
| ADSK - Autodesk | 2.38% | Hold | 118,247 | $285.17 | $34M |
| AMBA - Ambarella | 2.33% | Hold | 212,557 | $155.74 | $33M |
| NYT - New York Times · CL A | 2.24% | Hold | 643,446 | $49.27 | $32M |
| SONO - Sonos | 1.95% | Hold | 854,962 | $32.36 | $28M |
| PRTSEUR - Carparts | 1.49% | Hold | 1,355,632 | $15.61 | $21M |
| Lightspeed Pos | 1.43% | Hold | 210,000 | $96.43 | $20M |
| Smartsheet · CL A | 1.40% | Hold | 287,983 | $68.82 | $20M |
| Pegasystems | 1.20% | Hold | 134,411 | $127.10 | $17M |
| RMBS - Rambus Del | 1.16% | Hold | 737,973 | $22.20 | $16M |
| Silicon Laboratories | 1.02% | Hold | 103,000 | $140.16 | $14M |
| TCOM - Tripadvisor | 0.99% | Hold | 414,188 | $33.85 | $14M |
| ACVA - Acv Auctions · CL A | 0.90% | Hold | 714,355 | $17.89 | $13M |
| Holding · CL A | 0.88% | Hold | 1,275,351 | $9.82 | $13M |
| RUN - Sunrun | 0.88% | Hold | 282,150 | $44.00 | $12M |
| TTWO - Take Two | 0.69% | Hold | 63,500 | $154.06 | $10M |
| Zynga · CL A | 0.64% | Hold | 1,196,800 | $7.53 | $9M |
| IAC - Iac Interactivecorp | 0.62% | Hold | 67,949 | $130.29 | $9M |
| Supernova Partners Acquistn | 0.42% | Hold | 600,000 | $9.95 | $6M |
| EVTC - Evertec | 0.39% | Hold | 120,564 | $45.72 | $6M |
| Cascade Acquisition · CL A | 0.35% | Hold | 500,000 | $9.98 | $5M |
| Macondray Cap Acquisitn | 0.33% | Hold | 475,000 | $9.98 | $5M |
| Instructure | 0.29% | Hold | 182,363 | $22.59 | $4M |
| RSVR - Reservoir Media | 0.25% | Hold | 383,417 | $9.11 | $3M |
| 890 5th Ave Partners · CL A | 0.21% | Hold | 300,000 | $9.91 | $3M |
| Holding | 0.17% | Hold | 250,000 | $9.88 | $2M |
| Holding · CL A | 0.14% | Hold | 200,000 | $9.78 | $2M |
| SNAP — · CL A | 0.10% | Hold | 19,039 | $73.85 | $1M |
| WDAY - Workday · CL A | 0.07% | Hold | 4,128 | $250.00 | $1M |
| TEAM - Atlassian · CL A | 0.04% | Hold | 1,626 | $391.14 | $636K |
| Ion Acquisition 2 | 0.01% | Hold | 20,000 | $10.00 | $200K |
| Class Acceleration | 0.00% | Hold | 5,000 | $9.80 | $49K |
| Holding | 0.00% | Hold | 1,000 | $10.00 | $10K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 37 | $1.1B | +113.7% | 13F-HR | 8/13/2026 | 000101359426000886 |
| 2026 Q1 | 28 | $524M | −17.9% | 13F-HR | 5/14/2026 | 000101359426000581 |
| 2025 Q4 | 26 | $638M | +2.7% | 13F-HR | 2/17/2026 | 000101359426000239 |
| 2025 Q3 | 20 | $621M | −17.4% | 13F-HR | 11/13/2025 | 000101359425001398 |
| 2025 Q2 | 24 | $752M | +96.3% | 13F-HR | 8/13/2025 | 000101359425000992 |
| 2025 Q1 | 14 | $383M | −43.5% | 13F-HR | 5/14/2025 | 000101359425000645 |
| 2024 Q4 | 19 | $678M | −5.2% | 13F-HR | 2/13/2025 | 000101359425000260 |
| 2024 Q3 | 19 | $715M | +15.3% | 13F-HR | 11/13/2024 | 000101359424000941 |
| 2024 Q2 | 22 | $620M | +38.1% | 13F-HR | 8/13/2024 | 000101359424000640 |
| 2024 Q1 | 18 | $449M | −17.9% | 13F-HR | 5/14/2024 | 000101359424000471 |
| 2023 Q4 | 23 | $547M | +8.7% | 13F-HR | 2/13/2024 | 000101359424000153 |
| 2023 Q3 | 16 | $503M | +25.4% | 13F-HR | 11/13/2023 | 000101359423000910 |
| 2023 Q2 | 15 | $401M | −9.5% | 13F-HR | 8/11/2023 | 000101359423000659 |
| 2023 Q1 | 27 | $443M | +8.6% | 13F-HR | 5/12/2023 | 000101359423000466 |
| 2022 Q4 | 30 | $408M | +75.1% | 13F-HR | 2/13/2023 | 000101359423000174 |
| 2022 Q3 | 30 | $233M | −33.8% | 13F-HR | 11/14/2022 | 000156761922019714 |
| 2022 Q2 | 35 | $352M | −60.9% | 13F-HR | 8/15/2022 | 000156761922016018 |
| 2022 Q1 | 48 | $901M | — | RESTATEMENT | 7/20/2022 | 000156761922014249 |
| 2022 Q1 | 48 | $901M | −8.6% | 13F-HR | 5/16/2022 | 000156761922010783 |
| 2021 Q4 | 45 | $986M | −30.5% | 13F-HR | 2/14/2022 | 000156761922003912 |
| 2021 Q3 | 57 | $1.4B | — | 13F-HR | 11/15/2021 | 000156761921020217 |
About
Shannon River Fund Management LLC
21 processed 13Fs on this site · 2021 Q3–2026 Q2