Portfolio (Quarterly)
Guide ↗
RGM Capital, LLC
· CIK 0001323953| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DT | DYNATRACE INC | Technology | 4,107,728 | $178.0M | 8.64% | SOLD |
| 2 | NOW | SERVICENOW INC | Technology | 1,095,795 | $167.9M | 8.15% | SOLD |
| 3 | RVTY | REVVITY INC | Healthcare | 1,519,388 | $147.0M | 7.14% | SOLD |
| 4 | PCOR | PROCORE TECHNOLOGIES INC | Technology | 1,963,169 | $142.8M | 6.93% | SOLD |
| 5 | TYL | TYLER TECHNOLOGIES INC | Technology | 305,043 | $138.5M | 6.72% | SOLD |
| 6 | CSGP | COSTAR GROUP INC | Real Estate | 1,995,460 | $134.2M | 6.51% | SOLD |
| 7 | ESTC | ELASTIC N V | Technology | 1,710,069 | $129.0M | 6.26% | SOLD |
| 8 | TECH | BIO-TECHNE CORP | Healthcare | 2,152,052 | $126.6M | 6.14% | SOLD |
| 9 | VEEV | VEEVA SYS INC | Healthcare | 556,572 | $124.2M | 6.03% | SOLD |
| 10 | — | CYBERARK SOFTWARE LTD | — | 256,922 | $114.6M | 5.56% | SOLD |
| 11 | ENTG | ENTEGRIS INC | Technology | 1,304,643 | $109.9M | 5.34% | SOLD |
| 12 | JKHY | HENRY JACK & ASSOC INC | Technology | 588,957 | $107.5M | 5.22% | SOLD |
| 13 | VRNS | VARONIS SYS INC | Technology | 3,160,093 | $103.7M | 5.03% | SOLD |
| 14 | BOX | BOX INC | Technology | 3,330,168 | $99.6M | 4.84% | SOLD |
| 15 | TENB | TENABLE HLDGS INC | Technology | 4,071,191 | $95.8M | 4.65% | SOLD |
| 16 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 367,744 | $73.9M | 3.59% | SOLD |
| 17 | MANH | MANHATTAN ASSOCIATES INC | Technology | 384,456 | $66.6M | 3.23% | SOLD |