§ 13F · FUND PROFILE
Praesidium Investment Management Company, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $512.7T (13F)Positions · 13Turnover · — · Q4Filed · Feb 17, 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 · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FROG | JFROG LTD | 1.51M | $94.4T | 17.5% | +1% |
| 2 | INTA | INTAPP INC | 1.84M | $84.4T | 15.6% | +6% |
| 3 | JBL | JABIL INC | 349K | $79.6T | 14.7% | ±0% |
| 4 | ALKT | ALKAMI TECHNOLOGY INC | 2.29M | $52.8T | 9.8% | +13% |
| 5 | NOW | SERVICENOW INC | 340K | $52.1T | 9.6% | +405% |
| 6 | PCOR | PROCORE TECHNOLOGIES INC | 659K | $48.0T | 8.9% | +1% |
| 7 | TDG | TRANSDIGM GROUP INC | 26K | $34.8T | 6.5% | −17% |
| 8 | TYL | TYLER TECHNOLOGIES INC | 57K | $25.9T | 4.8% | +1% |
| 9 | CLBT | CELLEBRITE DI LTD | 1.19M | $21.4T | 4.0% | +340% |
| 10 | TW | TRADEWEB MKTS INC | 187K | $20.1T | 3.7% | −17% |
§ 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 $512664.0 trillion in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed