← Back to Discover
Circumference Group LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $46,049,826
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- EXTREME NETWORKS INC · COM · 30226D106 · shares: $7,286,487
- ICON PUB LTD CO · SHS · G4705A100 · shares: $5,906,140
- RESOURCES CONNECTION INC · COM · 76122Q105 · shares: $5,904,283
- CORE & MAIN INC · CL A · 21874C102 · shares: $4,825,000
- TWILIO INC · CL A · 90138F102 · shares: $4,126,600
- UIPATH INC · CL A · 90364P105 · shares: $3,804,500
- UPWORK INC · COM · 91688F104 · shares: $3,193,520
- SPRINKLR INC · CL A · 85208T107 · shares: $3,146,568
- AMPLITUDE INC · COM CL A · 03213A104 · shares: $1,820,700
- AZENTA INC · COM · 114340102 · shares: $1,786,400
Reported holdings
13 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| EXTREME NETWORKS INC | COM | 30226D106 | — | 225,100 shares | $7,286,487 |
| ICON PUB LTD CO | SHS | G4705A100 | — | 34,000 shares | $5,906,140 |
| RESOURCES CONNECTION INC | COM | 76122Q105 | — | 1,389,243 shares | $5,904,283 |
| CORE & MAIN INC | CL A | 21874C102 | — | 100,000 shares | $4,825,000 |
| TWILIO INC | CL A | 90138F102 | — | 20,000 shares | $4,126,600 |
| UIPATH INC | CL A | 90364P105 | — | 350,000 shares | $3,804,500 |
| UPWORK INC | COM | 91688F104 | — | 382,000 shares | $3,193,520 |
| SPRINKLR INC | CL A | 85208T107 | — | 609,800 shares | $3,146,568 |
| AMPLITUDE INC | COM CL A | 03213A104 | — | 238,000 shares | $1,820,700 |
| AZENTA INC | COM | 114340102 | — | 70,000 shares | $1,786,400 |
| WIX COM LTD | SHS | M98068105 | — | 35,000 shares | $1,587,950 |
| RAPID7 INC | COM | 753422104 | — | 178,543 shares | $1,446,198 |
| GLOBANT S A | COM | L44385109 | — | 42,000 shares | $1,215,480 |