Circumference Group LLC

报告期 2026-03-31 · CIK 0001742372

持仓数

前50大市值合计

$44.6M

报告期

2026-03-31

当前持仓调仓

前 13 大持仓

标的

类型

市值

股数

占比*

EXTR EXTREME NETWORKS INC

COM

$5.4M

355,100

12.0%

RGP RESOURCES CONNECTION INC

COM

$5.2M

1,389,243

11.6%

CNM CORE & MAIN INC

CL A

$4.9M

100,000

11.1%

PATH UIPATH INC

CL A

$4.7M

425,000

10.6%

— WIX COM LTD

SHS

$4.5M

50,000

10.1%

CXM SPRINKLR INC

CL A

$3.7M

609,800

8.2%

UPWK UPWORK INC

COM

$3.3M

300,000

7.4%

— ICON PLC

SHS

$3.2M

29,000

7.2%

TWLO TWILIO INC

CL A

$3.1M

25,000

7.0%

GTM ZOOMINFO TECHNOLOGIES INC

COMMON STOCK

$2.1M

350,000

4.7%

— GLOBANT S A

COM

$1.9M

42,000

4.3%

AMPL AMPLITUDE INC

COM CL A

$1.6M

238,000

3.6%

RPD RAPID7 INC

COM

$983.8K

178,543

2.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

64%前 6 大占比

EXTR12.0%RGP11.6%CNM11.1%PATH10.6%WIX COM LTD10.1%CXM8.2%