§ 13F · FUND PROFILE
Circumference Group LLC.
AUM · $85M (13F)Positions · 22Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EXTR | EXTREME NETWORKS INC | 225K | $7M | 15.8% | −37% |
| 2 | ICLR | ICON PUB LTD CO | 34K | $6M | 12.8% | +17% |
| 3 | RGP | RESOURCES CONNECTION INC | 1.39M | $6M | 12.8% | ±0% |
| 4 | CNM | CORE & MAIN INC | 100K | $5M | 10.5% | ±0% |
| 5 | TWLO | TWILIO INC | 20K | $4M | 9.0% | −20% |
| 6 | PATH | UIPATH INC | 350K | $4M | 8.3% | −18% |
| 7 | UPWK | UPWORK INC | 382K | $3M | 6.9% | +27% |
| 8 | CXM | SPRINKLR INC | 610K | $3M | 6.8% | ±0% |
| 9 | AMPL | AMPLITUDE INC | 238K | $2M | 4.0% | ±0% |
| 10 | AZTA | AZENTA INC | 70K | $2M | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CIRCUMFERENCE SIGNAL
AC read
Circumference Group LLC is a Other fund managing $85 million in assets. The fund runs a focused portfolio of just 22 positions.
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