Circumference Group LLC — 13F holdings

Circumference Group LLC reported 13 holdings worth $46.0M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EXTR EXTREME NETWORKS — $7.29M (15.8%)
2. ICLR ICON PLC — $5.91M (12.8%)
3. RGP RESOURCES CONNECTION INC — $5.90M (12.8%)
4. CNM CORE & MAIN INC — $4.83M (10.5%)
5. TWLO TWILIO INC — $4.13M (9.0%)
6. PATH UIPATH INC — $3.80M (8.3%)
7. UPWK UPWORK INC — $3.19M (6.9%)
8. CXM SPRINKLR INC — $3.15M (6.8%)
9. AMPL AMPLITUDE INC — $1.82M (4.0%)
10. AZTA AZENTA INC — $1.79M (3.9%)