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RGM Capital, LLC

Location
NAPLES, FL
Portfolio Value
Mid $2,143,484,338
Diversification
Diversified
Filing Date
Global Rank
#1,128 / 7,976 ▼ 55
Top Industry
Software - Application 43.9%
3Y Alpha vs SPY
-24.8%
Period ended 9 months ago
Filed Nov 13, 2025 · 7mo
23 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
-11.6%
SPY
+76.3%
Annualised alpha
-24.8%
Max drawdown
−40.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

18 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025
Top Position
9.4%
−0.8 pts
Top 5
39.0%
−0.2 pts
Top 10
71.4%
+3.3 pts
HHI
641
Dec 2022 → Sep 2025 · range 624 – 932
Diversified+18

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025
Sector % Portfolio Value
Technology 72.4% $1,550,953,610
Healthcare 19.4% $415,969,376
Real Estate 8.2% $176,561,352

Last Quarter's Activity

Export CSV
Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased
12 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
6 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
18 positions · $2,143,484,338 total · as of Sep 30, 2025
Ticker Company Shares Value (USD) % of Portfolio History