Circumference Group LLC
Little Rock AR · SEC CIK 0001742372
$4,604.98万2026Q2 申报市值
13持仓数
90.8%前十大占比 · 第一大 15.8%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AZTA 新建仓+$178.64万
ICLR 加仓+$86.86万
UPWK 加仓+$68.55万
2026Q2 卖出最多 按季末市值估算
EXTR 减仓-$420.81万
GTM 清仓-$209.30万
TWLO 减仓-$103.17万
PATH 减仓-$81.53万
WIX 减仓-$68.06万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -350,000 | -100.0% | -$209.30万 | 清仓 |
| GLOB | GLOBANT S A | $121.55万 | 2.64% | 42,000 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC | $144.62万 | 3.14% | 178,543 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD | $158.79万 | 3.45% | 35,000 | -15,000 | -30.0% | -$68.06万 | 减仓 |
| AZTA | AZENTA INC | $178.64万 | 3.88% | 70,000 | 70,000 | — | $178.64万 | 新建仓 |
| AMPL | AMPLITUDE INC | $182.07万 | 3.95% | 238,000 | 0 | 0.0% | — | 不变 |
| CXM | SPRINKLR INC | $314.66万 | 6.83% | 609,800 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $319.35万 | 6.93% | 382,000 | 82,000 | 27.3% | $68.55万 | 加仓 |
| PATH | UIPATH INC | $380.45万 | 8.26% | 350,000 | -75,000 | -17.6% | -$81.53万 | 减仓 |
| TWLO | TWILIO INC | $412.66万 | 8.96% | 20,000 | -5,000 | -20.0% | -$103.17万 | 减仓 |
| CNM | CORE & MAIN INC | $482.50万 | 10.48% | 100,000 | 0 | 0.0% | — | 不变 |
| — | RESOURCES CONNECTION INC | $590.43万 | 12.82% | 1,389,243 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PUB LTD CO | $590.61万 | 12.83% | 34,000 | 5,000 | 17.2% | $86.86万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $728.65万 | 15.82% | 225,100 | -130,000 | -36.6% | -$420.81万 | 减仓 |