SRFM
Shannon River Fund Management Portfolio holdings
AUM
$649M
This Quarter Return
+13.97%
1 Year Return
+46.39%
3 Year Return
+275.03%
5 Year Return
+311.73%
10 Year Return
+1,311.34%
AUM
$401M
AUM Growth
+$401M
(-9.6%)
Cap. Flow
-$101M
Cap. Flow
% of AUM
-25.17%
Top 10 Holdings %
Top 10 Hldgs %
88.96%
Holding
30
New
3
Increased
3
Reduced
9
Closed
15
Top Buys
| 1 |
GoDaddy
GDDY
|
$33M |
| 2 |
Lightspeed Commerce
LSPD
|
$26.5M |
| 3 |
Commault Systems
CVLT
|
$12.3M |
| 4 |
Nice
NICE
|
$10.4M |
| 5 |
AYX
Alteryx, Inc.
AYX
|
$9.73M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$39.7M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$25.4M |
| 3 |
Dynatrace
DT
|
$22.7M |
| 4 |
Cognex
CGNX
|
$18.1M |
| 5 |
Manhattan Associates
MANH
|
$15.9M |
Sector Composition
| 1 | Technology | 100% |
| 2 | Consumer Discretionary | 0% |
| 3 | Industrials | 0% |