Praesidium Investment Management Company, LLC
CIK: 0001320769SEC EDGAR →
Portfolio Value
$540.0M
Holdings
12
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JFROG LTD | 1,511,290 | $94.4M | 17.48% |
| 2 | INTAPP INC | 1,841,850 | $84.4M | 15.63% |
| 3 | JABIL INC | 348,980 | $79.6M | 14.73% |
| 4 | ALKAMI TECHNOLOGY INC | 2,287,096 | $52.8M | 9.77% |
| 5 | SERVICENOW INC | 339,805 | $52.1M | 9.64% |
| 6 | PROCORE TECHNOLOGIES INC | 659,451 | $48.0M | 8.88% |
| 7 | TRANSDIGM GROUP INC | 26,200 | $34.8M | 6.45% |
| 8 | TYLER TECHNOLOGIES INC | 57,063 | $25.9M | 4.80% |
| 9 | CELLEBRITE DI LTD | 1,185,274 | $21.4M | 3.96% |
| 10 | TRADEWEB MKTS INC | 186,840 | $20.1M | 3.72% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 9 | $470.5M | 87.1% |
| Unknown | 2 | $49.4M | 9.1% |
| Financial Services | 1 | $20.1M | 3.7% |