Shannon River Fund Management LLC
NEW YORK NY · SEC CIK 0001301050
$11.20亿2026Q2 申报市值
37持仓数
49.6%前十大占比 · 第一大 8.9%
21 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMD 新建仓+$6,143.18万
KLIC 新建仓+$4,478.03万
TWLO 新建仓+$4,154.50万
CIEN 新建仓+$3,988.15万
QNT 新建仓+$3,836.51万
2026Q2 卖出最多 按季末市值估算
MRVL 清仓-$5,582.19万
TSEM 减仓-$3,161.72万
AXON 清仓-$2,014.81万
TOST 清仓-$1,940.60万
LGN 清仓-$1,906.30万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -563,573 | -100.0% | -$5,582.19万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -47,442 | -100.0% | -$2,014.81万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -732,027 | -100.0% | -$1,940.60万 | 清仓 |
| LGN | LEGENCE CORP | $0 | 0.00% | 0 | -337,638 | -100.0% | -$1,906.30万 | 清仓 |
| ADTN | ADTRAN HOLDINGS INC | $0 | 0.00% | 0 | -1,219,976 | -100.0% | -$1,534.73万 | 清仓 |
| UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | -507,555 | -100.0% | -$926.29万 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -114,940 | -100.0% | -$591.65万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -14,480 | -100.0% | -$576.30万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -47,394 | -100.0% | -$519.44万 | 清仓 |
| OSIS | OSI SYSTEMS INC | $0 | 0.00% | 0 | -19,274 | -100.0% | -$511.74万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -5,102 | -100.0% | -$500.12万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -29,150 | -100.0% | -$426.41万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -26,377 | -100.0% | -$397.82万 | 清仓 |
| MXL | MAXLINEAR INC | $350.51万 | 0.31% | 27,377 | 27,377 | — | $350.51万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $469.75万 | 0.42% | 333,153 | 333,153 | — | $469.75万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $517.58万 | 0.46% | 4,484 | -15,916 | -78.0% | -$1,837.17万 | 重新持有 |
| AMKR | AMKOR TECHNOLOGY INC | $568.21万 | 0.51% | 65,895 | 65,895 | — | $568.21万 | 新建仓 |
| NET | CLOUDFLARE INC | $578.59万 | 0.52% | 23,589 | 23,589 | — | $578.59万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $990.22万 | 0.88% | 265,474 | 265,474 | — | $990.22万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $1,162.70万 | 1.04% | 838,887 | 838,887 | — | $1,162.70万 | 新建仓 |
| GLBE | GLOBAL-E ONLINE LTD | $1,226.66万 | 1.09% | 353,200 | 353,200 | — | $1,226.66万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,278.31万 | 1.14% | 73,878 | 533 | 0.7% | $9.22万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,393.30万 | 1.24% | 113,230 | 50,367 | 80.1% | $619.77万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,594.02万 | 1.42% | 88,764 | 58,926 | 197.5% | $1,058.19万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $1,608.23万 | 1.44% | 1,050,445 | 9,511 | 0.9% | $14.56万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $1,636.43万 | 1.46% | 667,931 | 667,931 | — | $1,636.43万 | 新建仓 |
| DY | DYCOM INDS INC | $1,995.72万 | 1.78% | 39,473 | 39,473 | — | $1,995.72万 | 新建仓 |
| FFIV | F5 INC | $2,132.13万 | 1.90% | 51,258 | 1,062 | 2.1% | $44.17万 | 加仓 |
| RKLB | ROCKET LAB CORP | $2,247.92万 | 2.01% | 221,143 | 221,143 | — | $2,247.92万 | 新建仓 |
| ALNT | ALLIENT INC | $2,266.90万 | 2.02% | 220,237 | 220,237 | — | $2,266.90万 | 新建仓 |
| NOK | NOKIA CORP | $2,532.37万 | 2.26% | 1,906,902 | 1,906,902 | — | $2,532.37万 | 新建仓 |
| PDFS | PDF SOLUTIONS INC | $2,617.64万 | 2.34% | 369,776 | 369,776 | — | $2,617.64万 | 新建仓 |
| OUST | OUSTER INC | $2,808.80万 | 2.51% | 449,264 | 449,264 | — | $2,808.80万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3,450.45万 | 3.08% | 138,029 | 138,029 | — | $3,450.45万 | 新建仓 |
| ABNB | AIRBNB INC | $3,546.53万 | 3.17% | 247,836 | 830 | 0.3% | $11.88万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $3,807.01万 | 3.40% | 890,113 | 890,113 | — | $3,807.01万 | 新建仓 |
| QNT | QUANTINUUM INC | $3,836.51万 | 3.42% | 469,355 | 469,355 | — | $3,836.51万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $3,872.20万 | 3.46% | 291,713 | -42,104 | -12.6% | -$558.89万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,955.85万 | 3.53% | 216,037 | -78,361 | -26.6% | -$1,434.87万 | 减仓 |
| CIEN | CIENA CORP | $3,988.15万 | 3.56% | 81,298 | 81,298 | — | $3,988.15万 | 新建仓 |
| TWLO | TWILIO INC | $4,154.50万 | 3.71% | 201,352 | 201,352 | — | $4,154.50万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $4,478.03万 | 4.00% | 334,781 | 334,781 | — | $4,478.03万 | 新建仓 |
| EXTR | EXTREME NETWORKS INC | $4,609.80万 | 4.11% | 1,424,095 | 111,034 | 8.5% | $359.42万 | 加仓 |
| HNGE | HINGE HEALTH INC | $4,658.16万 | 4.16% | 561,224 | 144,042 | 34.5% | $1,195.55万 | 加仓 |
| COHR | COHERENT CORP | $5,099.83万 | 4.55% | 129,283 | 41,378 | 47.1% | $1,632.24万 | 加仓 |
| CLS | CELESTICA INC | $5,105.89万 | 4.56% | 139,964 | 86,469 | 161.6% | $3,154.39万 | 加仓 |
| IDCC | INTERDIGITAL INC | $5,220.58万 | 4.66% | 184,388 | 130,284 | 240.8% | $3,688.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $6,143.18万 | 5.48% | 105,751 | 105,751 | — | $6,143.18万 | 新建仓 |
| FLEX | FLEX LTD | $6,155.97万 | 5.49% | 379,834 | 68,611 | 22.0% | $1,111.98万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $9,980.77万 | 8.91% | 382,933 | -121,306 | -24.1% | -$3,161.72万 | 减仓 |