Circumference Group LLC Portfolio Holdings by Sector
Circumference Group LLC
- $96.5 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
YEXT TDC SCWX ZUO GDDY DAVA PATH BASE 13 stocks |
$50.9 Million
52.68% of portfolio
|
  6  
|
  3  
|
  3  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
CXM ZI VMEO ONTF AMPL CXM EB BIGC 8 stocks |
$17.6 Million
18.27% of portfolio
|
  5  
|
  1  
|
  3  
|
- |
1
Calls
0
Puts
|
Staffing & Employment Services | Industrials
UPWK KFY 2 stocks |
$8.34 Million
8.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
RGP 1 stocks |
$7.91 Million
8.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
EXTR 1 stocks |
$6.91 Million
7.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
TWLO 1 stocks |
$3.26 Million
3.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
IAS 1 stocks |
$1.62 Million
1.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|