Circumference Group LLC
CIK 1742372 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- WIX9.99%
- GDDY8.03%
- BHE7.30%
- ZUO7.11%
- RGP7.10%
- JNP6.46%
- BASE5.01%
- 81374A1054.77%
- UPWK4.55%
- CXM4.50%
Share classes counted separately64.82%
Portfolio value by quarter
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WIXWIX.COM LTDSHS View history and evidence | $8.98M | 9.99% | 73.00K shares | Prior unavailable — | — | ↗▾ |
| 02 | GDDYGODADDY INC - CLASS ACL A View history and evidence | $7.22M | 8.03% | 68.00K shares | Prior unavailable — | — | ↗▾ |
| 03 | BHEBENCHMARK ELECTRONICS INC View history and evidence | $6.56M | 7.30% | 237.25K shares | Prior unavailable — | — | ↗▾ |
| 04 | ZUOZUORA INC - CLASS ACOM CL A View history and evidence | $6.39M | 7.11% | 680.00K shares | Prior unavailable — | — | ↗▾ |
| 05 | RGPRESOURCES CONNECTION INC View history and evidence | $6.38M | 7.10% | 450.00K shares | Prior unavailable — | — | ↗▾ |
| 06 | JNPJUNIPER NETWORKS INC View history and evidence | $5.81M | 6.46% | 197.00K shares | Prior unavailable — | — | ↗▾ |
| 07 | BASECOUCHBASE INC View history and evidence | $4.50M | 5.01% | 200.00K shares | Prior unavailable — | — | ↗▾ |
| 08 | 81374A105SECUREWORKS CORP - ACL A View history and evidence | $4.29M | 4.77% | 580.88K shares | Prior unavailable — | — | ↗▾ |
| 09 | UPWKUPWORK INC View history and evidence | $4.09M | 4.55% | 275.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | CXMSPRINKLR INC-ACL A View history and evidence | $4.05M | 4.50% | 336.00K shares | Prior unavailable — | — | ↗▾ |
Options overlay 4
$23.84M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
GDDYGODADDY INC - CLASS ACL A View history and evidence | Put | 160.00K | $16.99M | — | ▾ |
WIXWIX.COM LTDSHS View history and evidence | Put | 30.00K | $3.69M | — | ▾ |
JNPJUNIPER NETWORKS INC View history and evidence | Call | 100.00K | $2.95M | — | ▾ |
3 / 4 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1742372 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 113693688
}Research all 33 reported holdings.
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