Circumference Group LLC
Top Portfolio Positions
13 positions ·
$44,635,775 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EXTR |
Extreme Networks Inc
Technology
|
355,100 | $5,354,908 | 12.00% | |
| RGP |
Resources Connection, Inc.
Industrials
|
1,389,243 | $5,181,876 | 11.61% | |
| CNM |
Core & Main, Inc.
Industrials
|
100,000 | $4,940,000 | 11.07% | |
| PATH |
UiPath, Inc.
Technology
|
425,000 | $4,717,500 | 10.57% | |
| WIX |
Wix.com Ltd.
Technology
|
50,000 | $4,503,500 | 10.09% | |
| CXM |
Sprinklr, Inc.
Technology
|
609,800 | $3,658,800 | 8.20% | |
| UPWK |
Upwork, Inc
Communication Services
|
300,000 | $3,288,000 | 7.37% | |
| ICLR |
Icon PLC
Healthcare
|
29,000 | $3,209,140 | 7.19% | |
| TWLO |
Twilio Inc
Technology
|
25,000 | $3,145,500 | 7.05% | |
| GTM |
ZoomInfo Technologies Inc.
Technology
|
350,000 | $2,093,000 | 4.69% |
Portfolio Trend
10 quarters · across all stocks
Holdings in RPD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $983,771 | 178,543 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,800,000 | 250,000 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||