Long-term investor
Circumference Group LLC @circumferencegroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001742372).
Record
- Tracked since 2025-06-30 (441 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -25.8% · all -25.8%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EXTR · 15.8% · long · since 2025-06-30
- G4705A100 · 12.8% · long · since 2025-06-30
- RGP · 12.8% · long · since 2025-06-30
- CNM · 10.5% · long · since 2025-09-30
- TWLO · 9.0% · long · since 2025-06-30
- PATH · 8.3% · long · since 2025-06-30
- UPWK · 6.9% · long · since 2025-06-30
- CXM · 6.8% · long · since 2025-06-30
- AMPL · 4.0% · long · since 2025-06-30
- AZTA · 3.9% · long · since 2026-06-30
- WIX · 3.4% · long · since 2025-06-30
- RPD · 3.1% · long · since 2025-12-31