SRFM

Shannon River Fund Management Portfolio holdings

AUM $638M
1-Year Est. Return 53.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$45.3M
2 +$22.1M
3 +$19.4M
4
CWAN icon
Clearwater Analytics
CWAN
+$19.4M
5
VRNS icon
Varonis Systems
VRNS
+$14.6M

Top Sells

1 +$22.1M
2 +$16.3M
3 +$10.1M
4
AKAM icon
Akamai
AKAM
+$9.57M
5
GTM
ZoomInfo Technologies
GTM
+$9.02M

Sector Composition

1 Technology 94.99%
2 Consumer Discretionary 3.12%
3 Healthcare 1.89%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-262,471
27
-562,632