SRFM
Shannon River Fund Management Portfolio holdings
AUM
$649M
This Quarter Return
+4.42%
1 Year Return
+46.39%
3 Year Return
+275.03%
5 Year Return
+311.73%
10 Year Return
+1,311.34%
AUM
$1.1B
AUM Growth
+$1.1B
(+8.2%)
Cap. Flow
+$52M
Cap. Flow
% of AUM
4.7%
Top 10 Holdings %
Top 10 Hldgs %
60.04%
Holding
71
New
23
Increased
12
Reduced
9
Closed
14
Top Buys
| 1 |
TripAdvisor
TRIP
|
$41.5M |
| 2 |
Autodesk
ADSK
|
$33.8M |
| 3 |
Manhattan Associates
MANH
|
$28M |
| 4 |
Pinterest
PINS
|
$19.8M |
| 5 |
Lightspeed Commerce
LSPD
|
$19.4M |
Top Sells
| 1 |
Royal Caribbean
RCL
|
$45.4M |
| 2 |
Sonos
SONO
|
$31.5M |
| 3 |
STMP
Stamps.com, Inc.
STMP
|
$30.7M |
| 4 |
Flex
FLEX
|
$20.1M |
| 5 |
EverQuote
EVER
|
$15.5M |
Sector Composition
| 1 | Technology | 68.57% |
| 2 | Communication Services | 18.19% |
| 3 | Consumer Discretionary | 6.03% |
| 4 | Consumer Staples | 2.83% |
| 5 | Financials | 1.77% |
