Shannon River Fund Management LLC 13F 持仓 · 2026年Q2
Shannon River Fund Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 11.20 亿美元。前几大持仓：TSEM（8.91%）、FLEX（5.49%）、AMD（5.48%）。本季前 25 大持仓中：新建仓 14 只、增持 8 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | $99.8M | 8.91% | 382,933 | 减持 |
| 2 | FLEX | FLEX LTD | $61.6M | 5.49% | 379,834 | 增持 |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $61.4M | 5.48% | 105,751 | 新建仓 |
| 4 | IDCC | INTERDIGITAL INC | $52.2M | 4.66% | 184,388 | 增持 |
| 5 | CLS | CELESTICA INC | $51.1M | 4.56% | 139,964 | 增持 |
| 6 | COHR | COHERENT CORP | $51.0M | 4.55% | 129,283 | 增持 |
| 7 | HNGE | HINGE HEALTH INC | $46.6M | 4.16% | 561,224 | 增持 |
| 8 | EXTR | EXTREME NETWORKS INC | $46.1M | 4.11% | 1.4M | 增持 |
| 9 | KLIC | KULICKE & SOFFA INDS INC | $44.8M | 4.00% | 334,781 | 新建仓 |
| 10 | TWLO | TWILIO INC | $41.5M | 3.71% | 201,352 | 新建仓 |
| 11 | CIEN | CIENA CORP | $39.9M | 3.56% | 81,298 | 新建仓 |
| 12 | LYV | LIVE NATION ENTERTAINMENT IN | $39.6M | 3.53% | 216,037 | 减持 |
| 13 | RMBS | RAMBUS INC DEL | $38.7M | 3.46% | 291,713 | 减持 |
| 14 | QNT | QUANTINUUM INC | $38.4M | 3.42% | 469,355 | 新建仓 |
| 15 | UTI | UNIVERSAL TECHNICAL INST INC | $38.1M | 3.40% | 890,113 | 新建仓 |
| 16 | ABNB | AIRBNB INC | $35.5M | 3.17% | 247,836 | 增持 |
| 17 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $34.5M | 3.08% | 138,029 | 新建仓 |
| 18 | OUST | OUSTER INC | $28.1M | 2.51% | 449,264 | 新建仓 |
| 19 | PDFS | PDF SOLUTIONS INC | $26.2M | 2.34% | 369,776 | 新建仓 |
| 20 | NOK | NOKIA CORP | $25.3M | 2.26% | 1.9M | 新建仓 |
| 21 | ALNT | ALLIENT INC | $22.7M | 2.02% | 220,237 | 新建仓 |
| 22 | RKLB | ROCKET LAB CORP | $22.5M | 2.01% | 221,143 | 新建仓 |
| 23 | FFIV | F5 INC | $21.3M | 1.90% | 51,258 | 增持 |
| 24 | DY | DYCOM INDS INC | $20.0M | 1.78% | 39,473 | 新建仓 |
| 25 | CIFR | CIPHER DIGITAL INC | $16.4M | 1.46% | 667,931 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR