RGM Capital, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$2.5T
Holdings
19
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NSYNICE LTD | 934,476 | $243.5B | 9.82% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 797,599 | $211.9B | 8.54% | |
| 3 | GWREGUIDEWIRE SOFTWARE INC | 1,499,910 | $175.1B | 7.06% | |
| 4 | TYLTYLER TECHNOLOGIES INC | 402,516 | $171.1B | 6.90% | |
| 5 | DTDYNATRACE INC | 3,623,775 | $168.3B | 6.79% | |
| 6 | TENBTENABLE HLDGS INC | 3,386,109 | $167.4B | 6.75% | |
| 7 | CSGPCOSTAR GROUP INC | 1,598,078 | $154.4B | 6.23% | |
| 8 | BOXBOX INC | 5,281,907 | $149.6B | 6.03% | |
| 9 | MANHMANHATTAN ASSOCIATES INC | 560,037 | $140.1B | 5.65% | |
| 10 | NOWSERVICENOW INC | 140,494 | $107.1B | 4.32% | |
| 11 | VTYVERINT SYS INC | 3,167,336 | $105.0B | 4.23% | |
| 12 | PROPROS HOLDINGS INC | 2,812,376 | $102.2B | 4.12% | |
| 13 | PDPAGERDUTY INC | 4,360,693 | $98.9B | 3.99% | |
| 14 | PKNREVVITY INC | 890,864 | $93.5B | 3.77% | |
| 15 | VRNSVARONIS SYS INC | 1,821,172 | $85.9B | 3.46% | |
| 16 | ENQENTEGRIS INC | 605,184 | $85.1B | 3.43% | |
| 17 | SMARGBPSMARTSHEET INC | 2,066,946 | $79.6B | 3.21% | |
| 18 | ENVUSDENVESTNET INC | 1,343,546 | $77.8B | 3.14% | |
| 19 | AVNSAVANOS MED INC | 3,171,455 | $63.1B | 2.55% |