Circumference Group LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXTREME NETWORKS INC(EXTR) | 270,000 | 355,100 | +85,100 | 4,495,500 | 5,354,908 | 12.00% | +859,408 |
| WIX COM LTD | 40,000 | 50,000 | +10,000 | 4,155,600 | 4,503,500 | 10.09% | +347,900 |
| CORE & MAIN INC(CNM) | 90,000 | 100,000 | +10,000 | 4,677,300 | 4,940,000 | 11.07% | +262,700 |
| SPRINKLR INC(CXM) | 560,000 | 609,800 | +49,800 | 4,356,800 | 3,658,800 | 8.20% | -698,000 |
| GLOBANT S A | 42,000 | 42,000 | 0 | 2,745,540 | 1,936,620 | 4.34% | -808,920 |
| AMPLITUDE INC(AMPL) | 238,000 | 238,000 | 0 | 2,756,040 | 1,623,160 | 3.64% | -1,132,880 |
| FIVE9 INC(FIVN) | 60,000 | 0 | -60,000 | 1,203,000 | 0 | — | -1,203,000 |
| TERADATA CORP DEL(TDC)(Put) | 50,000 | 0 | -50,000 | 1,522,000 | 0 | — | -1,522,000 |
| UIPATH INC(PATH) | 385,000 | 425,000 | +40,000 | 6,310,150 | 4,717,500 | 10.57% | -1,592,650 |
| YEXT INC(Put) | 197,800 | 0 | -197,800 | 1,594,268 | 0 | — | -1,594,268 |
| RESOURCES CONNECTION INC | 1,389,243 | 1,389,243 | 0 | 7,001,785 | 5,181,876 | 11.61% | -1,819,909 |
| ICON PLC(ICLR) | 28,000 | 29,000 | +1,000 | 5,102,160 | 3,209,140 | 7.19% | -1,893,020 |
| ON24 INC | 279,151 | 0 | -279,151 | 2,222,042 | 0 | — | -2,222,042 |
| EPAM SYS INC(EPAM) | 12,000 | 0 | -12,000 | 2,458,560 | 0 | — | -2,458,560 |
| ZOOMINFO TECHNOLOGIES INC | 455,000 | 350,000 | -105,000 | 4,627,350 | 2,093,000 | 4.69% | -2,534,350 |
| RAPID7 INC | 250,000 | 178,543 | -71,457 | 3,800,000 | 983,772 | 2.20% | -2,816,228 |
| AVANTOR INC(AVTR) | 305,000 | 0 | -305,000 | 3,495,300 | 0 | — | -3,495,300 |
| KORN FERRY(KFY) | 55,900 | 0 | -55,900 | 3,690,518 | 0 | — | -3,690,518 |
| UPWORK INC(UPWK) | 385,000 | 300,000 | -85,000 | 7,630,700 | 3,288,000 | 7.37% | -4,342,700 |
| YEXT INC | 542,800 | 0 | -542,800 | 4,374,968 | 0 | — | -4,374,968 |
| TERADATA CORP DEL(TDC) | 175,000 | 0 | -175,000 | 5,327,000 | 0 | — | -5,327,000 |
| TWILIO INC(TWLO) | 65,000 | 25,000 | -40,000 | 9,245,600 | 3,145,500 | 7.05% | -6,100,100 |