Circumference Group LLC
Little Rock AR · SEC CIK 0001742372
$4,463.58万2026Q1 申报市值
13持仓数
89.8%前十大占比 · 第一大 12.0%
0 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EXTR 加仓+$128.33万
WIX 加仓+$90.07万
CNM 加仓+$49.40万
PATH 加仓+$44.40万
CXM 加仓+$29.88万
2026Q1 卖出最多 按季末市值估算
TDC 清仓-$532.70万
TWLO 减仓-$503.28万
YEXT 清仓-$437.50万
KFY 清仓-$369.05万
AVTR 清仓-$349.53万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -175,000 | -100.0% | -$532.70万 | 清仓 |
| YEXT | YEXT INC | $0 | 0.00% | 0 | -542,800 | -100.0% | -$437.50万 | 清仓 |
| KFY | KORN FERRY | $0 | 0.00% | 0 | -55,900 | -100.0% | -$369.05万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -305,000 | -100.0% | -$349.53万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$245.86万 | 清仓 |
| — | ON24 INC | $0 | 0.00% | 0 | -279,151 | -100.0% | -$222.20万 | 清仓 |
| YEXT | YEXT INC 看跌期权 | $0 | 0.00% | 0 | -197,800 | -100.0% | -$159.43万 | 清仓 |
| TDC | TERADATA CORP DEL 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$152.20万 | 清仓 |
| FIVN | FIVE9 INC | $0 | 0.00% | 0 | -60,000 | -100.0% | -$120.30万 | 清仓 |
| RPD | RAPID7 INC | $98.38万 | 2.20% | 178,543 | -71,457 | -28.6% | -$39.37万 | 减仓 |
| AMPL | AMPLITUDE INC | $162.32万 | 3.64% | 238,000 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A | $193.66万 | 4.34% | 42,000 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $209.30万 | 4.69% | 350,000 | -105,000 | -23.1% | -$62.79万 | 减仓 |
| TWLO | TWILIO INC | $314.55万 | 7.05% | 25,000 | -40,000 | -61.5% | -$503.28万 | 减仓 |
| ICLR | ICON PLC | $320.91万 | 7.19% | 29,000 | 1,000 | 3.6% | $11.07万 | 加仓 |
| UPWK | UPWORK INC | $328.80万 | 7.37% | 300,000 | -85,000 | -22.1% | -$93.16万 | 减仓 |
| CXM | SPRINKLR INC | $365.88万 | 8.20% | 609,800 | 49,800 | 8.9% | $29.88万 | 加仓 |
| WIX | WIX COM LTD | $450.35万 | 10.09% | 50,000 | 10,000 | 25.0% | $90.07万 | 加仓 |
| PATH | UIPATH INC | $471.75万 | 10.57% | 425,000 | 40,000 | 10.4% | $44.40万 | 加仓 |
| CNM | CORE & MAIN INC | $494.00万 | 11.07% | 100,000 | 10,000 | 11.1% | $49.40万 | 加仓 |
| — | RESOURCES CONNECTION INC | $518.19万 | 11.61% | 1,389,243 | 0 | 0.0% | — | 不变 |
| EXTR | EXTREME NETWORKS INC | $535.49万 | 12.00% | 355,100 | 85,100 | 31.5% | $128.33万 | 加仓 |