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Praesidium Investment Management Company Llc

Portfolio Manager
Praesidium Investment Management Company LLC
Performance
-20.68% (2026 Q1)
AUM (13F)
$418.54M
# of Holdings
12
Performance Rank
Allocation (Top 20)
100%

Praesidium Investment Management Company Llc Holdings Map

Top 12 Praesidium Investment Management Company Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JBL
JABIL INC
16.22%255.6K$67.9M
-26.75%(-93.37K)
2025-Q1: 362.9K shares2025-Q2: 363.5K shares2025-Q3: 348.8K shares2025-Q4: 349.0K shares2026-Q1: 255.6K shares
$85.09(+299.36%)
2026-03-31
INTA
INTAPP INC
12.35%2.01M$51.7M
+9.24%(+170.11K)
2025-Q1: 1.36M shares2025-Q2: 1.38M shares2025-Q3: 1.74M shares2025-Q4: 1.84M shares2026-Q1: 2.01M shares
$41.66(-49.61%)
2026-03-31
FROG
JFROG LTD
11.36%1.01M$47.6M
-32.94%(-497.81K)
2025-Q1: 1.59M shares2025-Q2: 1.52M shares2025-Q3: 1.50M shares2025-Q4: 1.51M shares2026-Q1: 1.01M shares
$25.22(+162.37%)
2026-03-31
PCOR
PROCORE TECHNOLOGIES INC
9.25%679.5K$38.7M
+3.05%(+20.10K)
2025-Q1: 297.7K shares2025-Q2: 301.4K shares2025-Q3: 653.9K shares2025-Q4: 659.5K shares2026-Q1: 679.5K shares
$67.58(-31.45%)
2026-03-31
NOW
SERVICENOW INC
8.81%352.8K$36.9M
+3.81%(+12.95K)
2025-Q1: 78.6K shares2025-Q2: 68.4K shares2025-Q3: 67.3K shares2025-Q4: 339.8K shares2026-Q1: 352.8K shares
$40.79(+133.10%)
2026-03-31
TDG
TRANSDIGM GROUP INC
8.71%31.5K$36.5M
+20.08%(+5.26K)
2025-Q1: 0 shares2025-Q2: 32.1K shares2025-Q3: 31.5K shares2025-Q4: 26.2K shares2026-Q1: 31.5K shares
$1414.73(-18.78%)
2026-03-31
TYL
TYLER TECHNOLOGIES INC
8.22%100.4K$34.4M
+76.02%(+43.38K)
2025-Q1: 56.6K shares2025-Q2: 57.4K shares2025-Q3: 56.5K shares2025-Q4: 57.1K shares2026-Q1: 100.4K shares
$271.86(+14.72%)
2026-03-31
TW
TRADEWEB MKTS INC
6.31%224.4K$26.4M
+20.08%(+37.52K)
2025-Q1: 204.0K shares2025-Q2: 234.0K shares2025-Q3: 224.7K shares2025-Q4: 186.8K shares2026-Q1: 224.4K shares
$135.90(-18.36%)
2026-03-31
CLBT
CELLEBRITE DI LTD
6.14%1.86M$25.7M
+57.22%(+678.23K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 269.5K shares2025-Q4: 1.19M shares2026-Q1: 1.86M shares
$17.27(-24.84%)
2026-03-31
DSGX
DESCARTES SYS GROUP INC
5.26%307.5K$22.0M
+85.02%(+141.29K)
2025-Q1: 452.7K shares2025-Q2: 457.9K shares2025-Q3: 251.8K shares2025-Q4: 166.2K shares2026-Q1: 307.5K shares
$95.06(-28.78%)
2026-03-31

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