account_balance
Investment manager · 13F filer · SEC CIK 1742372
Circumference Group LLC
Reported value$46Mas of Jun 30, 2026
Positions13 1 new, 1 sold out
Top 10 weight90.8%EXTR alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EXTRExtreme Networks Inc
15.8%Trimmed −37%
ICLRIcon Pub Ltd Co
12.8%Added +17%
RGPResources Connection Inc
12.8%
CNMCore & Main Inc
10.5%
TWLOTwilio Inc
9.0%Trimmed −20%
PATHUipath Inc
8.3%Trimmed −18%
UPWKUpwork Inc
6.9%Added +27%
CXMSprinklr Inc
6.8%
AMPLAmplitude Inc
4.0%
AZTAAzenta Inc
3.9%New
WIXWix Com Ltd
3.4%Trimmed −30%
RPDRapid7 Inc
3.1%
EXTRExtreme Networks Inc
15.8%Trimmed −37%
ICLRIcon Pub Ltd Co
12.8%Added +17%
RGP12.8%CNM10.5%TWLO9.0%PATH8.3%UPWK6.9%CXM6.8%AMPL4.0%AZTA3.9%WIX3.4%RPD3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EXTR Extreme Networks Inc 15.8% Trimmed −37%ICLR Icon Pub Ltd Co 12.8% Added +17%RGP Resources Connection Inc 12.8% HeldCNM Core & Main Inc 10.5% HeldTWLO Twilio Inc 9.0% Trimmed −20%PATH Uipath Inc 8.3% Trimmed −18%UPWK Upwork Inc 6.9% Added +27%CXM Sprinklr Inc 6.8% HeldAMPL Amplitude Inc 4.0% HeldAZTA Azenta Inc 3.9% NewWIX Wix Com Ltd 3.4% Trimmed −30%RPD Rapid7 Inc 3.1% Held
What changed