Holdings of Circumference Group LLC
10 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Consumer staples 9.0 %
- Unattributed 91.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 10 | 35M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Extreme Networks Inc | 355,100 | 5.4M $ | |
| 2 | Resources Connection Inc | 1,389,243 | 5.2M $ | |
| 3 | Core & Main Inc | 100,000 | 4.9M $ | |
| 4 | UiPath Inc | 425,000 | 4.7M $ | |
| 5 | Sprinklr Inc | 609,800 | 3.7M $ | |
| 6 | Upwork Inc | 300,000 | 3.3M $ | |
| 7 | Twilio Inc | 25,000 | 3.1M $ | |
| 8 | ZoomInfo Technologies Inc | 350,000 | 2.1M $ | |
| 9 | Amplitude Inc | 238,000 | 1.6M $ | |
| 10 | Rapid7 Inc | 178,543 | 983.8K $ |