Circumference Group LLC reported 13 holdings worth US$46M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Circumference Group LLC reported 13 holdings worth US$46M as of Jun 30, 2026. Largest: Extreme Networks, Inc., Resources Connection, Inc. and Core & Main, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$46M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Extreme Networks, Inc. | 225K | US$7.29M | 15.8% |
| Resources Connection, Inc. | 1.39M | US$5.9M | 12.8% |
| Core & Main, Inc. | 100K | US$4.83M | 10.5% |
| Twilio Inc. | 20,000 | US$4.13M | 9.0% |
| Uipath, Inc. | 350K | US$3.8M | 8.3% |
| Upwork Inc. | 382K | US$3.19M | 6.9% |
| Sprinklr, Inc. | 610K | US$3.15M | 6.8% |
| Amplitude, Inc. | 238K | US$1.82M | 4.0% |
| Azenta, Inc. | 70,000 | US$1.79M | 3.9% |
| Rapid7, Inc. | 179K | US$1.45M | 3.1% |
| Zoominfo Technologies Inc. | 0 | US$0 | 0.00% |