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
$789M
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$35.1M
2 +$32.8M
3 +$25.3M
4
NYT icon
New York Times
NYT
+$22.9M
5
FLYW icon
Flywire
FLYW
+$19M

Top Sells

1 +$61.1M
2 +$50.9M
3 +$32M
4
FLEX icon
Flex
FLEX
+$25M
5
FIVN icon
FIVE9
FIVN
+$23.2M

Sector Composition

1 Technology 72.74%
2 Communication Services 15.97%
3 Financials 3.95%
4 Consumer Discretionary 3.65%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-68,574
52
-31,306
53
-14,889
54
-250,000
55
-475,000
56
-600,000