Shannon River Partners LP
Shannon River Partners LP, managed by Spencer Waxman, reported 37 positions worth $1.12B in its 2026 Q2 13F filing: 22 new and 13 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +111.8% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +11.1% | +11.4% |
| 2025 Q3 | +19.0% | +7.6% |
| 2025 Q4 | +7.5% | +3.1% |
| 2026 Q1 | -8.4% | -5.8% |
| 2026 Q2 | +62.7% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | $99.81M | 8.90% | -24.1% |
| FLEX | FLEX LTD | $61.56M | 5.50% | +22% |
| AMD | ADVANCED MICRO DEVICES INC | $61.43M | 5.50% | NEW |
| IDCC | INTERDIGITAL INC | $52.21M | 4.70% | +240.8% |
| CLS | CELESTICA INC | $51.06M | 4.60% | +161.6% |
| COHR | COHERENT CORP | $51.00M | 4.60% | +47.1% |
| HNGE | HINGE HEALTH INC | $46.58M | 4.20% | +34.5% |
| EXTR | EXTREME NETWORKS INC | $46.10M | 4.10% | +8.5% |
| KLIC | KULICKE & SOFFA INDS INC | $44.78M | 4.00% | NEW |
| TWLO | TWILIO INC | $41.54M | 3.70% | NEW |
| CIEN | CIENA CORP | $39.88M | 3.60% | NEW |
| LYV | LIVE NATION ENTERTAINMENT IN | $39.56M | 3.50% | -26.6% |
| RMBS | RAMBUS INC DEL | $38.72M | 3.50% | -12.6% |
| QNT | QUANTINUUM INC | $38.37M | 3.40% | NEW |
| UTI | UNIVERSAL TECHNICAL INST INC | $38.07M | 3.40% | NEW |
| ABNB | AIRBNB INC | $35.47M | 3.20% | +0.3% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $34.50M | 3.10% | NEW |
| OUST | OUSTER INC | $28.09M | 2.50% | NEW |
| PDFS | PDF SOLUTIONS INC | $26.18M | 2.30% | NEW |
| NOK | NOKIA CORP | $25.32M | 2.30% | NEW |
| ALNT | ALLIENT INC | $22.67M | 2.00% | NEW |
| RKLB | ROCKET LAB CORP | $22.48M | 2.00% | NEW |
| FFIV | F5 INC | $21.32M | 1.90% | +2.1% |
| DY | DYCOM INDS INC | $19.96M | 1.80% | NEW |
| CIFR | CIPHER DIGITAL INC | $16.36M | 1.50% | NEW |
| LION | LIONSGATE STUDIOS CORP | $16.08M | 1.40% | +0.9% |
| DLR | DIGITAL RLTY TR INC | $15.94M | 1.40% | +197.5% |
| GWRE | GUIDEWIRE SOFTWARE INC | $13.93M | 1.20% | +80.1% |
| SPHR | SPHERE ENTERTAINMENT CO | $12.78M | 1.10% | +0.7% |
| GLBE | GLOBAL-E ONLINE LTD | $12.27M | 1.10% | NEW |
| AMPX | AMPRIUS TECHNOLOGIES INC | $11.63M | 1.00% | NEW |
| APLD | APPLIED DIGITAL CORP | $9.90M | 0.88% | NEW |
| NET | CLOUDFLARE INC | $5.79M | 0.52% | NEW |
| AMKR | AMKOR TECHNOLOGY INC | $5.68M | 0.51% | NEW |
| MU | MICRON TECHNOLOGY INC | $5.18M | 0.46% | NEW |
| BW | BABCOCK & WILCOX ENTERPRISES | $4.70M | 0.42% | NEW |
| MXL | MAXLINEAR INC | $3.51M | 0.31% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.