Circumference Group LLC
Annual return '25
+8.1%
SPY '25
+17.7%
Alpha
-9.6ptsvs SPY
Invested
$44.6M
Holdings
13
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$EXTR
EXTREME NETWORKS INC
Q3 2025: Sold 31.6% (395.0k → 270.0k shares)
12.0%
02
$RGP
RESOURCES CONNECTION INC
Q2 2025: Increased +21.6% (1.06M → 1.29M shares)
11.6%
03
$CNM
CORE & MAIN INC
Q3 2025: New position (50.0k shares)
11.1%
04
$PATH
UIPATH INC
Q3 2025: Sold 33.8% (400.0k → 265.0k shares)
10.6%
05
$WIX
WIX COM LTD
Q3 2025: Increased +143.3% (15.0k → 36.5k shares)
10.1%
06
$CXM
SPRINKLR INC
Q2 2025: Increased +130.0% (200.0k → 460.0k shares)
8.2%
07
$UPWK
UPWORK INC
Q3 2025: Sold 8.5% (410.0k → 375.0k shares)
7.4%
08
$ICLR
ICON PLC
Q3 2025: Increased +16.7% (24.0k → 28.0k shares)
7.2%
09
$TWLO
TWILIO INC
Q3 2025: Increased +3.0% (67.0k → 69.0k shares)
7.0%
10
$GTM
ZOOMINFO TECHNOLOGIES INC
Q3 2025: Increased +6.5% (385.0k → 410.0k shares)
4.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 18:13 UTC.