StockDriftsStockDriftsTop 12 Praesidium Investment Management Company LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FROG | JFROG LTD | 21.23% | 501.0K | $45.5M | -50.57%(-512.50K) | $25.22(+275.31%) | 2026-06-30 | |
| JBL | JABIL INC | 11.8% | 65.7K | $25.3M | -74.31%(-189.95K) | $85.09(+326.72%) | 2026-06-30 | |
| CLBT | CELLEBRITE DI LTD | 10.17% | 1.49M | $21.8M | -19.81%(-369.07K) | $17.27(-35.49%) | 2026-06-30 | |
| TYL | TYLER TECHNOLOGIES INC | 9.22% | 67.6K | $19.8M | -32.69%(-32.84K) | $271.86(+20.88%) | 2026-06-30 | |
| INTA | INTAPP INC | 9.21% | 783.9K | $19.8M | -61.04%(-1.23M) | $41.66(-3.72%) | 2026-06-30 | |
| NOW | SERVICENOW INC | 9.1% | 196.5K | $19.5M | -44.28%(-156.22K) | $40.79(+192.38%) | 2026-06-30 | |
| PCOR | PROCORE TECHNOLOGIES INC | 7.98% | 421.5K | $17.1M | -37.98%(-258.06K) | $67.58(-11.52%) | 2026-06-30 | |
| ALKT | ALKAMI TECHNOLOGY INC | 5.95% | 704.5K | $12.8M | -49.54%(-691.54K) | $29.74(-30.50%) | 2026-06-30 | |
| DSGX | DESCARTES SYS GROUP INC | 5.48% | 169.6K | $11.7M | -44.84%(-137.86K) | $95.06(-21.19%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 5.02% | 8.1K | $10.8M | -74.31%(-23.38K) | $1414.73(-11.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.25% | +30.39% | +0.09% | +0.45% |
| Top 20 Holdings Unweighted | +3.32% | +10.31% | -2.31% | -11.05% |
Praesidium Investment Management Company LLC reports $214.46M in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are FROG (21.2%), JBL (11.8%) and CLBT (10.2%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +30.39% 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 Praesidium Investment Management Company LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1320769). View Praesidium Investment Management Company LLC’s 13F filings on SEC