RGM Capital, LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$1.2T
Holdings
20
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —CORNERSTONE ONDEMAND INC | 1,979,526 | $99.8B | 8.38% | |
| 2 | VTYVERINT SYSTEMS INC | 2,300,453 | $97.3B | 8.17% | |
| 3 | LRCXEURLAM RESEARCH CORP | 630,284 | $85.8B | 7.20% | |
| 4 | MANHMANHATTAN ASSOCIATES INC | 1,869,961 | $79.2B | 6.65% | |
| 5 | TYLTYLER TECHNOLOGIES INC | 411,977 | $76.6B | 6.42% | |
| 6 | CYBRCYBERARK SOFTWARE LTD | 955,543 | $70.8B | 5.95% | |
| 7 | NOWSERVICENOW INC | 392,839 | $69.9B | 5.87% | |
| 8 | NUANEURNUANCE COMMUNICATIONS INC | 4,833,720 | $64.0B | 5.37% | |
| 9 | SCOR1EURCOMSCORE INC | 4,364,820 | $63.0B | 5.29% | |
| 10 | LPSNUSDLIVEPERSON INC | 3,094,844 | $58.4B | 4.90% | |
| 11 | —MONOTYPE IMAGING HOLDINGS INC | 3,703,397 | $57.5B | 4.82% | |
| 12 | ENQENTEGRIS INC | 1,876,193 | $52.3B | 4.39% | |
| 13 | NSYNICE LTD SPON ADR | 460,967 | $49.9B | 4.19% | |
| 14 | —LUMINEX CORP | 2,086,738 | $48.2B | 4.05% | |
| 15 | —HORTONWORKS INC | 3,303,404 | $47.6B | 4.00% | |
| 16 | RAMPLIVERAMP HOLDINGS INC | 1,200,536 | $46.4B | 3.89% | |
| 17 | PFPTPROOFPOINT INC | 471,096 | $39.5B | 3.31% | |
| 18 | —ELLIE MAE INC | 628,007 | $39.5B | 3.31% | |
| 19 | FTNTFORTINET INC | 433,727 | $30.5B | 2.56% | |
| 20 | VSMEURVERSUM MATERIALS INC | 549,914 | $15.2B | 1.28% |