Shannon River Fund Management LLC
NEW YORK NY · SEC CIK 0001301050
$5.24亿2026Q1 申报市值
28持仓数
66.7%前十大占比 · 第一大 16.9%
13 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ABNB 新建仓+$3,119.19万
RMBS 新建仓+$2,871.83万
TOST 新建仓+$1,940.60万
MRVL 加仓+$1,841.23万
ADTN 新建仓+$1,534.73万
2026Q1 卖出最多 按季末市值估算
PEGA 清仓-$6,203.90万
U 清仓-$4,706.10万
CLEARWATER ANALY 清仓-$2,982.23万
NCNO 清仓-$2,912.50万
KVYO 清仓-$2,369.35万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | $8,848.39万 | 16.88% | 504,239 | -98,565 | -16.4% | -$1,729.62万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5,582.19万 | 10.65% | 563,573 | 185,889 | 49.2% | $1,841.23万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,489.86万 | 8.57% | 294,398 | 38,965 | 15.3% | $594.26万 | 加仓 |
| ABNB | AIRBNB INC | $3,119.19万 | 5.95% | 247,006 | 247,006 | — | $3,119.19万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $2,871.83万 | 5.48% | 333,817 | 333,817 | — | $2,871.83万 | 新建仓 |
| COHR | COHERENT CORP | $2,093.99万 | 4.00% | 87,905 | -80,013 | -47.7% | -$1,905.99万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $2,037.27万 | 3.89% | 311,223 | -2,050 | -0.7% | -$13.42万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $2,014.81万 | 3.84% | 47,442 | 26,726 | 129.0% | $1,135.03万 | 加仓 |
| EXTR | EXTREME NETWORKS | $1,980.10万 | 3.78% | 1,313,061 | -591,467 | -31.1% | -$891.93万 | 减仓 |
| TOST | TOAST INC | $1,940.60万 | 3.70% | 732,027 | 732,027 | — | $1,940.60万 | 新建仓 |
| LGN | LEGENCE CORP | $1,906.30万 | 3.64% | 337,638 | 2,775 | 0.8% | $15.67万 | 加仓 |
| IDCC | INTERDIGITAL INC | $1,633.94万 | 3.12% | 54,104 | 614 | 1.1% | $18.54万 | 加仓 |
| HNGE | HINGE HEALTH INC | $1,608.65万 | 3.07% | 417,182 | 183,828 | 78.8% | $708.84万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $1,534.73万 | 2.93% | 1,219,976 | 1,219,976 | — | $1,534.73万 | 新建仓 |
| CLS | CELESTICA INC | $1,506.85万 | 2.88% | 53,495 | -53,635 | -50.1% | -$1,510.79万 | 减仓 |
| FFIV | F5 INC | $1,452.32万 | 2.77% | 50,196 | 50,196 | — | $1,452.32万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $998.26万 | 1.90% | 1,040,934 | 1,040,934 | — | $998.26万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $940.18万 | 1.79% | 62,863 | -63,194 | -50.1% | -$945.13万 | 减仓 |
| UUUU | ENERGY FUELS INC | $926.29万 | 1.77% | 507,555 | 507,555 | — | $926.29万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $861.07万 | 1.64% | 73,345 | 73,345 | — | $861.07万 | 新建仓 |
| AMBA | AMBARELLA INC | $591.65万 | 1.13% | 114,940 | -186,153 | -61.8% | -$958.22万 | 减仓 |
| APP | APPLOVIN CORP | $576.30万 | 1.10% | 14,480 | 14,480 | — | $576.30万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $537.71万 | 1.03% | 29,838 | 29,838 | — | $537.71万 | 新建仓 |
| ALAB | ASTERA LABS INC | $519.44万 | 0.99% | 47,394 | -120,247 | -71.7% | -$1,317.91万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $511.74万 | 0.98% | 19,274 | 19,274 | — | $511.74万 | 新建仓 |
| EQIX | EQUINIX INC | $500.12万 | 0.95% | 5,102 | 5,102 | — | $500.12万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $426.41万 | 0.81% | 29,150 | 185 | 0.6% | $2.71万 | 加仓 |
| SNOW | SNOWFLAKE INC | $397.82万 | 0.76% | 26,377 | 26,377 | — | $397.82万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -1,038,832 | -100.0% | -$6,203.90万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -1,065,452 | -100.0% | -$4,706.10万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -1,236,412 | -100.0% | -$2,982.23万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -1,135,922 | -100.0% | -$2,912.50万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -729,703 | -100.0% | -$2,369.35万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -149,966 | -100.0% | -$2,157.86万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -156,813 | -100.0% | -$1,072.60万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -1,075,546 | -100.0% | -$855.06万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -46,212 | -100.0% | -$790.46万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -46,731 | -100.0% | -$485.49万 | 清仓 |