RGM Capital, LLC Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$2.2B
Holdings
18
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 1,235,708 | $193.2T | 8610892.76% | |
| 2 | TENBTENABLE HLDGS INC | 4,040,154 | $175.9T | 7842889.08% | |
| 3 | MANHMANHATTAN ASSOCIATES INC | 866,170 | $173.1T | 7717248.29% | |
| 4 | NOWSERVICENOW INC | 298,494 | $167.7T | 7477195.41% | |
| 5 | DTDYNATRACE INC | 3,217,281 | $165.6T | 7381305.08% | |
| 6 | NSYNICE LTD | 793,878 | $163.9T | 7307415.74% | |
| 7 | BOXBOX INC | 5,099,911 | $149.8T | 6678891.40% | |
| 8 | GWREGUIDEWIRE SOFTWARE INC | 1,944,119 | $147.9T | 6593004.06% | |
| 9 | TYLTYLER TECHNOLOGIES INC | 347,875 | $144.9T | 6457983.56% | |
| 10 | CSGPCOSTAR GROUP INC | 1,400,756 | $124.7T | 5557026.80% | |
| 11 | VTYVERINT SYS INC | 2,968,662 | $104.1T | 4639408.99% | |
| 12 | SPLKCHFSPLUNK INC | 976,125 | $103.6T | 4616043.34% | |
| 13 | PROPROS HOLDINGS INC | 3,246,795 | $100.0T | 4457543.38% | |
| 14 | PDPAGERDUTY INC | 4,206,905 | $94.6T | 4215499.12% | |
| 15 | AVNSAVANOS MED INC | 2,762,674 | $70.6T | 3147606.84% | |
| 16 | ENQENTEGRIS INC | 597,629 | $66.2T | 2952159.41% | |
| 17 | ENVUSDENVESTNET INC | 830,361 | $49.3T | 2196734.94% | |
| 18 | VRNSVARONIS SYS INC | 1,810,874 | $48.3T | 2151173.50% |