SRFM

Shannon River Fund Management Portfolio holdings

AUM $621M
1-Year Est. Return 57.67%
This Quarter Est. Return
1 Year Est. Return
+57.67%
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
+$69.7M
2
+$58.8M
3
+$10.6M
4
MANH icon
Manhattan Associates
MANH
+$8.29M
5
GDDY icon
GoDaddy
GDDY
+$7.44M

Top Sells

1
+$38M
2
+$30M
3
+$21.2M
4
LSPD icon
Lightspeed Commerce
LSPD
+$20.3M
5
UBER icon
Uber
UBER
+$19.8M

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
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