§ 13F · FUND PROFILE
Praesidium Investment Management Company, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $513M (13F)Positions · 13Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JBL | JABIL INC | 256K | $68M | 16.2% | −27% |
| 2 | INTA | INTAPP INC | 2.01M | $52M | 12.3% | +9% |
| 3 | FROG | JFROG LTD | 1.01M | $48M | 11.4% | −33% |
| 4 | PCOR | PROCORE TECHNOLOGIES INC | 680K | $39M | 9.3% | +3% |
| 5 | NOW | SERVICENOW INC | 353K | $37M | 8.8% | +4% |
| 6 | TDG | TRANSDIGM GROUP INC | 31K | $36M | 8.7% | +20% |
| 7 | TYL | TYLER TECHNOLOGIES INC | 100K | $34M | 8.2% | +76% |
| 8 | TW | TRADEWEB MKTS INC | 224K | $26M | 6.3% | +20% |
| 9 | CLBT | CELLEBRITE DI LTD | 1.86M | $26M | 6.1% | +57% |
| 10 | DSGX | DESCARTES SYS GROUP INC | 307K | $22M | 5.3% | +85% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRAESIDIUM SIGNAL
AC read
Praesidium Investment Management Company, LLC is a Other fund managing $513 million in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed