RGM Capital, LLC
Top Portfolio Positions
17 positions ·
$1,945,148,651 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DT |
Dynatrace, Inc.
Technology
|
4,107,728 | $178,028,931 | 9.15% | |
| NOW |
ServiceNow, Inc.
Technology
|
1,095,795 | $167,864,836 | 8.63% | |
| RVTY |
Revvity, Inc.
Healthcare
|
1,519,388 | $147,000,789 | 7.56% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
1,963,169 | $142,800,913 | 7.34% | |
| TYL |
Tyler Technologies Inc
Technology
|
305,043 | $138,474,269 | 7.12% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
1,995,460 | $134,174,730 | 6.90% | |
| ESTC |
Elastic N.V.
Technology
|
1,710,069 | $129,007,605 | 6.63% | |
| TECH |
BIO-TECHNE Corp
Healthcare
|
2,152,052 | $126,562,178 | 6.51% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
556,572 | $124,243,567 | 6.39% | |
| ENTG |
Entegris Inc
Technology
|
1,304,643 | $109,916,172 | 5.65% |
Portfolio Trend
24 quarters · across all stocks
Holdings in TECH
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 | $59,266,721 | 1,010,860 | Shares | Sole | 2025-05-14 | |
| 2025-06-30 | $113,192,675 | 2,200,052 | Shares | Sole | 2025-08-14 | |
| 2025-09-30 | $127,951,892 | 2,300,052 | Shares | Sole | 2025-11-13 | |
| 2025-12-31 | $126,562,178 | 2,152,052 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||