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
| Pegasystems | 12.81% | Add +0.8% | 1,384,219 | $57.50 | $80M | +11,654 | +$5M |
| TSEM - Tower Semiconductor | 11.20% | Reduce −34.4% | 962,063 | $72.30 | $70M | −505,441 | +$6M |
| IDCC - Interdigital | 9.93% | Reduce −24.5% | 178,720 | $345.23 | $62M | −57,851 | +$9M |
| WIX — | 9.44% | Add +42.1% | 330,083 | $177.63 | $59M | +97,835 | +$22M |
| FLEX - Flextronics | 7.93% | Reduce −34.8% | 849,416 | $57.97 | $49M | −452,500 | −$16M |
| NCNO - Ncino | 6.89% | Add +27.4% | 1,578,896 | $27.11 | $43M | +339,863 | +$8M |
| FROG - Jfrog | 6.58% | Add +298.5% | 863,924 | $47.33 | $41M | +647,140 | +$31M |
| MRVL - Marvell Technology | 5.73% | Reduce −40.3% | 423,644 | $84.07 | $36M | −286,530 | −$19M |
| FORM - Formfactor | 5.68% | New | 968,161 | $36.42 | $35M | +968,161 | +$35M |
| GWRE - Guidewire Software | 4.66% | Reduce −16.4% | 126,057 | $229.86 | $29M | −24,651 | −$7M |
| CLH - Clean Harbors | 4.33% | New | 115,870 | $232.22 | $27M | +115,870 | +$27M |
| DOCU - Docusign | 3.29% | Reduce −13.0% | 283,515 | $72.09 | $20M | −42,400 | −$5M |
| CRDO - Credo Technology | 2.03% | Reduce −54.5% | 86,567 | $145.61 | $13M | −103,753 | −$5M |
| LRN - Stride | 1.99% | New | 82,928 | $148.94 | $12M | +82,928 | +$12M |
| CWAN — · CL A | 1.97% | Add +1.6% | 677,693 | $18.02 | $12M | +10,412 | −$2M |
| PLTR - Palantir Technologies · CL A | 1.68% | Reduce −58.6% | 57,110 | $182.42 | $10M | −80,898 | −$8M |
| CCC — | 1.58% | Reduce −0.2% | 1,075,546 | $9.11 | $10M | −2,256 | −$344K |
| COHR - Coherent | 1.55% | Reduce −80.0% | 89,256 | $107.72 | $10M | −356,184 | −$30M |
| TSM - Taiwan Semiconductor Mfg | 0.39% | New | 8,701 | $279.29 | $2M | +8,701 | +$2M |
| BLZE - Backblaze · CL A | 0.34% | New | 229,384 | $9.28 | $2M | +229,384 | +$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AFRM - Affirm · CL A | 3.28% | Exit | 0 | $69.14 | $25M | −356,563 | −$25M |
| CART - Maplebear | 2.73% | Exit | 0 | $45.24 | $21M | −453,988 | −$21M |
| Elastic | 2.07% | Exit | 0 | $84.33 | $16M | −184,355 | −$16M |
| MIR - Mirion Technologies · CL A | 1.59% | Exit | 0 | $21.53 | $12M | −555,377 | −$12M |
| U - Unity Software | 1.31% | Exit | 0 | $24.20 | $10M | −405,534 | −$10M |
| NATL - Ncr Atleos | 1.17% | Exit | 0 | $28.53 | $9M | −307,366 | −$9M |
| PGY - Pagaya Technologies · CL A | 0.58% | Exit | 0 | $21.32 | $4M | −204,171 | −$4M |
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