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
$986M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1 +$71.3M
2 +$63.3M
3 +$11.4M
4
MANH icon
Manhattan Associates
MANH
+$8.66M
5
GDDY icon
GoDaddy
GDDY
+$6.27M

Top Sells

1 +$38M
2 +$31.6M
3 +$21.2M
4
UBER icon
Uber
UBER
+$20.4M
5
GTM
ZoomInfo Technologies
GTM
+$20.3M

Sector Composition

1 Technology 75.63%
2 Communication Services 17.26%
3 Consumer Discretionary 3.36%
4 Financials 2.71%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
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55
0
56
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-250,000
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-16,666
69
-20,000