Circumference Group LLC: 13F holdings
CIK 17423722026Q2
| Positions | 13 |
|---|
| Reported value | $46.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 13 (+0 vs prior quarter) |
|---|
| Reported value | $46.0m (+3.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EXTR EXTREME NETWORKS INC | 225,100 | $7.3m | 15.8% |
| ICON PUB LTD CO | 34,000 | $5.9m | 12.8% |
| RGP RESOURCES CONNECTION INC | 1,389,243 | $5.9m | 12.8% |
| CNM CORE & MAIN INC | 100,000 | $4.8m | 10.5% |
| TWLO TWILIO INC | 20,000 | $4.1m | 9.0% |
| PATH UIPATH INC | 350,000 | $3.8m | 8.3% |
| UPWK UPWORK INC | 382,000 | $3.2m | 6.9% |
| CXM SPRINKLR INC | 609,800 | $3.1m | 6.8% |
| AMPL AMPLITUDE INC | 238,000 | $1.8m | 4.0% |
| AZTA AZENTA INC | 70,000 | $1.8m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1742372")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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