Circumference Group LLC
CIK 0001742372 · LITTLE ROCK, AR · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$46.0M
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
90.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
EXTR
EXTREME NETWORKS INC
15.8%
ICLR
ICON PUB LTD CO
12.8%
RGP
RESOURCES CONNECTION INC
12.8%
CNM
CORE & MAIN INC
10.5%
TWLO
TWILIO INC
9.0%
PATH
UIPATH INC
8.3%
UPWK
UPWORK INC
6.9%
CXM
SPRINKLR INC
6.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.