Praesidium Investment Management Company, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$596.2B
Holdings
12
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INTAINTAPP INC | 1,797,391 | $115.2B | 19.32% | |
| 2 | NOWSERVICENOW INC | 84,150 | $89.2B | 14.96% | |
| 3 | PTCPTC INC | 349,438 | $64.3B | 10.78% | |
| 4 | CYBRCYBERARK SOFTWARE LTD | 185,136 | $61.7B | 10.35% | |
| 5 | JBLJABIL INC | 393,663 | $56.6B | 9.50% | |
| 6 | DSGDESCARTES SYS GROUP INC | 481,725 | $54.7B | 9.18% | |
| 7 | FROGJFROG LTD | 1,467,228 | $43.2B | 7.24% | |
| 8 | TYLTYLER TECHNOLOGIES INC | 60,628 | $35.0B | 5.86% | |
| 9 | MORNMORNINGSTAR INC | 90,058 | $30.3B | 5.09% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 319,763 | $24.0B | 4.02% | |
| 11 | GXOGXO LOGISTICS INCORPORATED | 426,249 | $18.5B | 3.11% | |
| 12 | QTWOQ2 HLDGS INC | 35,331 | $3.6B | 0.60% |