StockDriftsStockDriftsTop 3 Rpd Fund Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APPN | APPIAN CORP | 56.16% | 1.86M | $42.5M | -52.62%(-2.06M) | $29.76(+17.07%) | 2026-06-30 | |
| GTM | ZOOMINFO TECHNOLOGIES INC | 23.72% | 6.13M | $18.0M | -64.35%(-11.07M) | $9.36(-53.94%) | 2026-06-30 | |
| NICE | NICE LTD | 20.12% | 167.7K | $15.2M | -75.08%(-505.35K) | $128.91(-18.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -16.23% | -41.21% | — | — | -49.42% |
| Top 20 Holdings Unweighted | -24.57% | -57.08% | — | — | -64.65% |
Rpd Fund Management LLC reports $217.61M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are APPN (56.2%), GTM (23.7%) and NICE (20.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -41.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rpd Fund Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1832568). View Rpd Fund Management LLC’s 13F filings on SEC