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Rpd Fund Management LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1832568) · Explore on the interactive board

Rpd Fund Management LLC disclosed 3 US equity positions worth $75.7m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is APPN at 56.2% of the reported book, followed by GTM, NICE. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 3 new positions, added to 0, reduced 0 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$75.7mreported US equity book
3positions
56.2%largest position
100.0%top 10 weight
2.43effective positions (1/HHI)
1quarters on file since Q2 2026

What does Rpd Fund Management LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing, so price moves do not read as decisions. This quarter: 3 new, 0 added, 0 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 APPN APPIAN CORP Technology 56.2%$42.5m1,856,981 new
2 GTM ZOOMINFO TECHNOLOGIES INC Technology 23.7%$18.0m6,131,391 new
3 NICE NICE LTD Technology 20.1%$15.2m167,689 new

Sector mix

SectorWeight
Technology100.0%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20263$75.7m

How concentrated is Rpd Fund Management LLC's portfolio?

Across every quarter Rpd Fund Management LLC has filed, its median largest position is 56.2% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).