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
| TSEM - Tower Semiconductor | 12.57% | Add +8.2% | 1,983,350 | $39.31 | $78M | +150,014 | +$17M |
| CGNX - Cognex | 9.24% | Add +23.2% | 1,225,452 | $46.76 | $57M | +230,590 | +$15M |
| IDCC - Interdigital | 8.33% | Add +20.2% | 443,459 | $116.56 | $52M | +74,650 | +$12M |
| NVDA - Nvidia | 8.22% | Add +793.0% | 412,710 | $123.54 | $51M | +366,496 | +$9M |
| WIX — | 7.87% | Reduce −16.5% | 306,835 | $159.07 | $49M | −60,728 | −$2M |
| MRVL - Marvell Technology | 7.28% | New | 646,012 | $69.90 | $45M | +646,012 | +$45M |
| CWAN — · CL A | 6.33% | Add +102.8% | 2,120,918 | $18.52 | $39M | +1,075,004 | +$21M |
| FLEX - Flextronics | 5.91% | Add +8.8% | 1,243,975 | $29.49 | $37M | +100,706 | +$4M |
| GWRE - Guidewire Software | 4.43% | Add +52.8% | 199,513 | $137.89 | $28M | +68,981 | +$12M |
| ADBE - Adobe | 4.08% | New | 45,563 | $555.54 | $25M | +45,563 | +$25M |
| DT - Dynatrace | 4.03% | Add +87.3% | 558,942 | $44.74 | $25M | +260,510 | +$11M |
| CART - Maplebear | 2.92% | New | 563,492 | $32.14 | $18M | +563,492 | +$18M |
| VRNS - Varonis Sys | 2.54% | New | 329,082 | $47.97 | $16M | +329,082 | +$16M |
| APPN - Appian · CL A | 2.29% | Add +24.3% | 460,060 | $30.86 | $14M | +90,083 | −$583K |
| Informatica · CL A | 1.91% | Reduce −57.4% | 382,967 | $30.88 | $12M | −516,179 | −$20M |
| TALK - Talkspace | 1.78% | Reduce −29.8% | 4,788,449 | $2.30 | $11M | −2,030,654 | −$13M |
| Squarespace · CLASS A | 1.75% | Add +23.8% | 248,345 | $43.63 | $11M | +47,745 | +$4M |
| SFM - Sprout Social · CL A | 1.69% | New | 293,621 | $35.68 | $10M | +293,621 | +$10M |
| MU - Micron Technology | 0.22% | New | 10,263 | $131.53 | $1M | +10,263 | +$1M |
| AVGO - Broadcom | 0.18% | New | 7,040 | $160.55 | $1M | +7,040 | +$1M |
| CRWD - Crowdstrike · CL A | 0.15% | New | 2,457 | $383.19 | $941K | +2,457 | +$941K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EQIX - Equinix | 4.91% | Exit | 0 | $825.32 | $22M | −26,741 | −$22M |
| TDC - Teradata Del | 2.26% | Exit | 0 | $38.67 | $10M | −262,471 | −$10M |
| AKAM - Akamai Technologies | 2.13% | Exit | 0 | $108.76 | $10M | −88,035 | −$10M |
| GTM - Zoominfo Technologies | 2.01% | Exit | 0 | $16.03 | $9M | −562,632 | −$9M |
| GLBE - Global E Online | 1.11% | Exit | 0 | $36.35 | $5M | −137,523 | −$5M |
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