Institutional Manager · CIK 0001320769
Praesidium Investment Management Company, LLC
New York, NY · File #028-11673
Latest AUM
$540.0M
Positions
12
Top-10 Concentration
95.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202512 pos · $540.0M
- 13F HOLDINGS REPORTQ/E Sep 202513 pos · $512.7M
- 13F HOLDINGS REPORTQ/E Jun 202513 pos · $567.3M
- 13F HOLDINGS REPORTQ/E Mar 202513 pos · $535.1M
- 13F HOLDINGS REPORTQ/E Dec 202412 pos · $596.2M
- 13F HOLDINGS REPORTQ/E Sep 202413 pos · $596.1M
- 13F HOLDINGS REPORTQ/E Jun 202412 pos · $526.0M
- 13F HOLDINGS REPORTQ/E Mar 202412 pos · $677.9M
- 13F HOLDINGS REPORTQ/E Dec 202313 pos · $776.5M
- 13F HOLDINGS REPORTQ/E Sep 202316 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Jun 202316 pos · $1.11B
- 13F HOLDINGS REPORTQ/E Mar 202316 pos · $983.9M
Top 12 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | JFROG LTD | FROG | 1,511,290 | $94.4M | 17.48% |
| 2 | INTAPP INC | INTA | 1,841,850 | $84.4M | 15.63% |
| 3 | JABIL INC | JBL | 348,980 | $79.6M | 14.73% |
| 4 | ALKAMI TECHNOLOGY INC | ALKT | 2,287,096 | $52.8M | 9.77% |
| 5 | SERVICENOW INC | NOW | 339,805 | $52.1M | 9.64% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 659,451 | $48.0M | 8.88% |
| 7 | TRANSDIGM GROUP INC | TDG | 26,200 | $34.8M | 6.45% |
| 8 | TYLER TECHNOLOGIES INC | TYL | 57,063 | $25.9M | 4.80% |
| 9 | CELLEBRITE DI LTD | CLBT | 1,185,274 | $21.4M | 3.96% |
| 10 | TRADEWEB MKTS INC | 892672106 | 186,840 | $20.1M | 3.72% |
| 11 | DESCARTES SYS GROUP INC | 249906108 | 166,188 | $14.6M | 2.70% |
| 12 | WORKIVA INC | WK | 140,427 | $12.1M | 2.24% |