RGM Capital, LLC Q4 2022 Filing
Filed February 13, 2023
Portfolio Value
$1.7T
Holdings
18
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 1,162,387 | $150.7B | 8.78% | |
| 2 | NSYNICE LTD | 770,897 | $148.2B | 8.63% | |
| 3 | TENBTENABLE HLDGS INC | 3,532,764 | $134.8B | 7.85% | |
| 4 | TYLTYLER TECHNOLOGIES INC | 392,740 | $126.6B | 7.37% | |
| 5 | BOXBOX INC | 3,908,067 | $121.7B | 7.09% | |
| 6 | MANHMANHATTAN ASSOCIATES INC | 993,118 | $120.6B | 7.02% | |
| 7 | DTDYNATRACE INC | 3,012,751 | $115.4B | 6.72% | |
| 8 | GWREGUIDEWIRE SOFTWARE INC | 1,812,986 | $113.4B | 6.61% | |
| 9 | NOWSERVICENOW INC | 291,794 | $113.3B | 6.60% | |
| 10 | PDPAGERDUTY INC | 3,982,801 | $105.8B | 6.16% | |
| 11 | VTYVERINT SYS INC | 2,734,441 | $99.2B | 5.78% | |
| 12 | CSGPCOSTAR GROUP INC | 1,146,048 | $88.6B | 5.16% | |
| 13 | AVNSAVANOS MED INC | 2,653,104 | $71.8B | 4.18% | |
| 14 | PROPROS HOLDINGS INC | 2,896,038 | $70.3B | 4.09% | |
| 15 | ENVUSDENVESTNET INC | 917,450 | $56.6B | 3.30% | |
| 16 | ENQENTEGRIS INC | 585,829 | $38.4B | 2.24% | |
| 17 | SPLKCHFSPLUNK INC | 279,961 | $24.1B | 1.40% | |
| 18 | VRNSVARONIS SYS INC | 732,952 | $17.5B | 1.02% |