Circumference Group LLC
- SEC CIK
- 0001742372
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 13
- 0 vs. Q1 2026
- Portfolio value
- $46.0M
- +$1.41M (+3.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GLOBGlobant S.A. | COM | 42,000 | $1.22M | 2.6% | 00.0% | Unchanged | History |
| RPDRapid7, Inc. | COM | 178,543 | $1.45M | 3.1% | 00.0% | Unchanged | History |
| WIXWix.com Ltd. | SHS | 35,000 | $1.59M | 3.4% | −15,000−30.0% | Reduced | History |
| AZTAAzenta, Inc. | COM | 70,000 | $1.79M | 3.9% | +70,000 | New | History |
| AMPLAmplitude, Inc. | Stock | 238,000 | $1.82M | 4.0% | 00.0% | Unchanged | History |
| CXMSprinklr, Inc. | CL A | 609,800 | $3.15M | 6.8% | 00.0% | Unchanged | History |
| UPWKUpwork, Inc | COM | 382,000 | $3.19M | 6.9% | +82,000+27.3% | Added | History |
| PATHUiPath, Inc. | Stock | 350,000 | $3.80M | 8.3% | −75,000−17.6% | Reduced | History |
| TWLOTwilio Inc | CL A | 20,000 | $4.13M | 9.0% | −5,000−20.0% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 100,000 | $4.83M | 10.5% | 00.0% | Unchanged | History |
| RGPResources Connection, Inc. | COM | 1,389,243 | $5.90M | 12.8% | 00.0% | Unchanged | History |
| ICLRIcon PLC | COM | 34,000 | $5.91M | 12.8% | +5,000+17.2% | Added | History |
| EXTRExtreme Networks Inc | COM | 225,100 | $7.29M | 15.8% | −130,000−36.6% | Reduced | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.