SRFM

Shannon River Fund Management Portfolio holdings

AUM $649M
1-Year Est. Return 46.39%
This Quarter Est. Return
1 Year Est. Return
+46.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$42.2M
2 +$22.1M
3 +$19.1M
4
GWRE icon
Guidewire Software
GWRE
+$15.2M
5
APPN icon
Appian
APPN
+$14.8M

Top Sells

1 +$36.9M
2 +$16.6M
3 +$14M
4
WIX icon
WIX.com
WIX
+$13.7M
5
GDDY icon
GoDaddy
GDDY
+$12.8M

Sector Composition

1 Technology 88.55%
2 Healthcare 5.42%
3 Real Estate 4.91%
4 Consumer Discretionary 1.11%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-270,825
27
-662,205
28
-77,294