§ 13F · FUND PROFILE
Praesidium Investment Management Company, LLC.
AUM · $214M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FROG | JFROG LTD | 501K | $46M | 21.2% | −51% |
| 2 | JBL | JABIL INC | 66K | $25M | 11.8% | −74% |
| 3 | CLBT | CELLEBRITE DI LTD | 1.49M | $22M | 10.2% | −20% |
| 4 | TYL | TYLER TECHNOLOGIES INC | 68K | $20M | 9.2% | −33% |
| 5 | INTA | INTAPP INC | 784K | $20M | 9.2% | −61% |
| 6 | NOW | SERVICENOW INC | 197K | $20M | 9.1% | −44% |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | 421K | $17M | 8.0% | −38% |
| 8 | ALKT | ALKAMI TECHNOLOGY INC | 704K | $13M | 6.0% | −50% |
| 9 | DSGX | DESCARTES SYS GROUP INC | 170K | $12M | 5.5% | −45% |
| 10 | TDG | TRANSDIGM GROUP INC | 8K | $11M | 5.0% | −74% |
§ 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 $214 million in assets. The fund runs a focused portfolio of just 12 positions.
Read the full dossier →