Circumference Group LLC - Q42025 Holdings

Circumference Group LLC holds 20 stocks with a total portfolio value of $ 92.79M as of Q42025. In Q42025, Circumference Group LLC added 2 new positions, increased stakes in 12 stocks, reduced 4 holdings, and fully exited 6 positions. The largest holding is Twilio Inc (TWLO), representing 9.96% of the total portfolio.