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RGM Capital, LLC

Location
NAPLES, FL
Portfolio Value
Mid $1,413,167,387
Diversification
Diversified
Filing Date
Global Rank
#1,245 / 8,652 ▼ 113
Top Industry
Software - Application 46.1%
3Y Alpha vs SPY
-25.5%
Period ended 6 months ago
Filed Feb 17, 2026 · 4mo
24 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
-13.6%
SPY
+76.8%
Annualised alpha
-25.7%
Max drawdown
−41.9%

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

16 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
9.2%
−0.2 pts
Top 5
39.8%
+0.8 pts
Top 10
71.9%
+0.4 pts
HHI
662
Mar 2023 → Dec 2025 · range 624 – 932
Diversified+21

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Technology 72.7% $1,413,167,387
Healthcare 20.5% $397,806,534
Real Estate 6.9% $134,174,730

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

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

Trimmed

Positions the filer reduced
9 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
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
12 positions · $1,413,167,387 total · Technology only · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History