Holders — by stockHoldings — by fund
Circumference Group LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001742372
$46.0M
disclosed book value
13
positions
15.8%
largest position share
Positions, as of 2026-06-30
top 13 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | EXTREXTREME NETWORKS INC | 225,100 | $7.3M | 15.8% |
| 2 | ICON PUB LTD CO | 34,000 | $5.9M | 12.8% |
| 3 | RGPRESOURCES CONNECTION INC | 1.4M | $5.9M | 12.8% |
| 4 | CNMCORE & MAIN INC | 100,000 | $4.8M | 10.5% |
| 5 | TWLOTWILIO INC | 20,000 | $4.1M | 9% |
| 6 | PATHUIPATH INC | 350,000 | $3.8M | 8.3% |
| 7 | UPWKUPWORK INC | 382,000 | $3.2M | 6.9% |
| 8 | CXMSPRINKLR INC | 609,800 | $3.1M | 6.8% |
| 9 | AMPLAMPLITUDE INC | 238,000 | $1.8M | 4% |
| 10 | AZTAAZENTA INC | 70,000 | $1.8M | 3.9% |
| 11 | WIX COM LTD | 35,000 | $1.6M | 3.4% |
| 12 | RPDRAPID7 INC | 178,543 | $1.4M | 3.1% |
| 13 | GLOBANT S A | 42,000 | $1.2M | 2.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.