§ 13F · FUND PROFILE
Circumference Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 22Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$92.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TWLO | TWILIO INC | 65K | $9.2T | 10.0% | NEW |
| 2 | UPWK | UPWORK INC | 385K | $7.6T | 8.2% | NEW |
| 3 | RGP | RESOURCES CONNECTION INC | 1.39M | $7.0T | 7.5% | NEW |
| 4 | PATH | UIPATH INC | 385K | $6.3T | 6.8% | NEW |
| 5 | TDC | TERADATA CORP DEL | 175K | $5.3T | 5.7% | NEW |
| 6 | ICLR | ICON PLC | 28K | $5.1T | 5.5% | NEW |
| 7 | CNM | CORE & MAIN INC | 90K | $4.7T | 5.0% | NEW |
| 8 | GTM | ZOOMINFO TECHNOLOGIES INC | 455K | $4.6T | 5.0% | NEW |
| 9 | EXTR | EXTREME NETWORKS | 270K | $4.5T | 4.8% | NEW |
| 10 | YEXT | YEXT INC | 543K | $4.4T | 4.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CIRCUMFERENCE SIGNAL
AC read
Circumference Group LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed