SRFM
Shannon River Fund Management Portfolio holdings
AUM
$649M
This Quarter Return
+8.13%
1 Year Return
+46.39%
3 Year Return
+275.03%
5 Year Return
+311.73%
10 Year Return
+1,311.34%
AUM
$424M
AUM Growth
+$424M
(+22%)
Cap. Flow
+$48.8M
Cap. Flow
% of AUM
11.5%
Top 10 Holdings %
Top 10 Hldgs %
66.43%
Holding
42
New
11
Increased
10
Reduced
8
Closed
11
Top Buys
| 1 |
Qualcomm
QCOM
|
$25.7M |
| 2 |
New York Times
NYT
|
$25.4M |
| 3 |
VMW
VMware, Inc
VMW
|
$24.1M |
| 4 |
Guidewire Software
GWRE
|
$13.8M |
| 5 |
IAC Inc
IAC
|
$13.5M |
Top Sells
| 1 |
MULE
MuleSoft, Inc.
MULE
|
$32.1M |
| 2 |
Akamai
AKAM
|
$10.5M |
| 3 |
eBay
EBAY
|
$9.64M |
| 4 |
Marvell Technology
MRVL
|
$9.14M |
| 5 |
MSGN
MSG Networks Inc.
MSGN
|
$7.69M |
Sector Composition
| 1 | Technology | 64.48% |
| 2 | Communication Services | 19.44% |
| 3 | Consumer Discretionary | 4.38% |
| 4 | Industrials | 0.58% |
