Circumference Group LLC
CIK: 0001742372SEC EDGAR →
Portfolio Value
$92.8M
Holdings
20
As of
Q4 2025
New Positions
3
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TWILIO INC | 65,000 | $9.2M | 9.96% |
| 2 | UPWORK INC | 385,000 | $7.6M | 8.22% |
| 3 | RESOURCES CONNECTION INC | 1,389,243 | $7.0M | 7.54% |
| 4 | TDCPut TERADATA CORP DEL | 225,000 | $6.8M | 7.38% |
| 5 | UIPATH INC | 385,000 | $6.3M | 6.80% |
| 6 | YEXTPut YEXT INC | 740,600 | $6.0M | 6.43% |
| 7 | ICON PLC | 28,000 | $5.1M | 5.50% |
| 8 | CORE & MAIN INC | 90,000 | $4.7M | 5.04% |
| 9 | ZOOMINFO TECHNOLOGIES INC | 455,000 | $4.6M | 4.99% |
| 10 | EXTREME NETWORKS | 270,000 | $4.5M | 4.84% |
Quarterly Changes
New Positions (4)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $51.9M | 56.0% |
| Industrials | 3 | $16.0M | 17.2% |
| Communication Services | 1 | $9.2M | 10.0% |
| Healthcare | 2 | $8.6M | 9.3% |
| Unknown | 1 | $7.0M | 7.5% |