RGM Capital, LLC
Top Portfolio Positions
18 positions ·
$2,143,484,338 total
· as of Sep 30, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DT |
Dynatrace, Inc.
Technology
|
4,141,041 | $200,633,436 | 9.36% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
2,092,703 | $176,561,352 | 8.24% | |
| VRNS |
Varonis Systems Inc
Technology
|
2,699,513 | $155,141,012 | 7.24% | |
| TYL |
Tyler Technologies Inc
Technology
|
289,870 | $151,648,389 | 7.07% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
2,074,411 | $151,266,050 | 7.06% | |
| RVTY |
Revvity, Inc.
Healthcare
|
1,689,388 | $148,074,858 | 6.91% | |
| ESTC |
Elastic N.V.
Technology
|
1,669,698 | $141,072,784 | 6.58% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
469,748 | $139,942,626 | 6.53% | |
| ENTG |
Entegris Inc
Technology
|
1,474,701 | $136,350,854 | 6.36% | |
| TENB |
Tenable Holdings, Inc.
Technology
|
4,468,156 | $130,291,428 | 6.08% |
Portfolio Trend
23 quarters · across all stocks
Holdings in TECH
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $127,951,892 | 2,300,052 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $113,192,675 | 2,200,052 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $59,266,721 | 1,010,860 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||