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Spencer Waxman
SHANNON RIVER FUND MANAGEMENT LLC
Latest filing: 2026-03-31
Spencer Waxman runs SHANNON RIVER FUND MANAGEMENT LLC and currently holds 28 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $524.08M. Their top holdings are TSEM, MRVL, LYV, ABNB, RMBS. The top five represent 47.5% of reported portfolio weight. Spencer Waxman ranks #113 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Spencer Waxman initiated 13 new positions. They added to 7 existing positions. They trimmed 8 positions. Their current best-performing preview position is TSEM with returns of +49.45%.
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28 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TSEM TOWER SEMICONDUCTOR LTD | 16.88% | $34.36 | $193.52 | +463.21% | Trimmed -16.35% |
 MRVL MARVELL TECHNOLOGY INC | 10.65% | $82.57 | $167.77 | +103.19% | Added +49.22% |
 LYV LIVE NATION ENTERTAINMENT IN | 8.57% | $143.82 | $180.31 | +25.37% | Added +15.25% |
 ABNB AIRBNB INC | 5.95% | $126.28 | $154.04 | +21.98% | New Buy |
 RMBS RAMBUS INC DEL | 5.48% | $86.03 | $85.53 | -0.58% | New Buy |
 COHR COHERENT CORP | 4.00% | $133.88 | $228.00 | +70.30% | Trimmed -47.65% |
 FLEX FLEXTRONICS INTL LTD | 3.89% | $23.11 | $105.68 | +357.29% | Trimmed -0.65% |
 AXON AXON ENTERPRISE INC | 3.84% | $487.24 | $548.77 | +12.63% | Added +129.01% |
 EXTR EXTREME NETWORKS | 3.78% | $16.65 | $29.32 | +76.07% | Trimmed -31.06% |
 TOST TOAST INC | 3.70% | $26.51 | $32.54 | +22.75% | New Buy |
Showing 1-10 of 28