RGM Capital, LLC 13F 持仓 · 最近申报 2025年Q4
RGM Capital 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 20.60 亿美元。前几大持仓：DT（8.64%）、NOW（8.15%）、RVTY（7.14%）。本季前 25 大持仓中：增持 8 只、减持 9 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DT | DYNATRACE INC | $178.0M | 8.64% | 4.1M | 减持 |
| 2 | NOW | SERVICENOW INC | $167.9M | 8.15% | 1.1M | 增持 |
| 3 | RVTY | REVVITY INC | $147.0M | 7.14% | 1.5M | 减持 |
| 4 | PCOR | PROCORE TECHNOLOGIES INC | $142.8M | 6.93% | 2.0M | 减持 |
| 5 | TYL | TYLER TECHNOLOGIES INC | $138.5M | 6.72% | 305,043 | 增持 |
| 6 | CSGP | COSTAR GROUP INC | $134.2M | 6.51% | 2.0M | 减持 |
| 7 | ESTC | ELASTIC N V | $129.0M | 6.26% | 1.7M | 增持 |
| 8 | TECH | BIO-TECHNE CORP | $126.6M | 6.14% | 2.2M | 减持 |
| 9 | VEEV | VEEVA SYS INC | $124.2M | 6.03% | 556,572 | 增持 |
| 10 | CYBR | CYBERARK SOFTWARE LTD | $114.6M | 5.56% | 256,922 | 增持 |
| 11 | ENTG | ENTEGRIS INC | $109.9M | 5.34% | 1.3M | 减持 |
| 12 | JKHY | HENRY JACK & ASSOC INC | $107.5M | 5.22% | 588,957 | 减持 |
| 13 | VRNS | VARONIS SYS INC | $103.7M | 5.03% | 3.2M | 增持 |
| 14 | BOX | BOX INC | $99.6M | 4.84% | 3.3M | 增持 |
| 15 | TENB | TENABLE HLDGS INC | $95.8M | 4.65% | 4.1M | 减持 |
| 16 | GWRE | GUIDEWIRE SOFTWARE INC | $73.9M | 3.59% | 367,744 | 减持 |
| 17 | MANH | MANHATTAN ASSOCIATES INC | $66.6M | 3.23% | 384,456 | 增持 |
| 18 | PD | PAGERDUTY INC | $0 | 0.00% | 0 | 清仓 |
| 19 | SPSC | SPS COMM INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR