Praesidium Investment Management Company, LLC — 13F Holdings & Portfolio
CIK 1320769 · latest 13F-HR filed 2026-08-14
Praesidium Investment Management Company, LLC manages $214.5M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FROG (21.23%), JBL (11.80%), CLBT (10.17%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 11.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$214.5M
Long-equity book
12
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −0 / ↑0 / ↓11
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Trims
- JABIL INC-$42.6M -62.7%
- INTAPP INC-$31.9M -61.8%
- TRANSDIGM GROUP INC-$25.7M -70.5%
- PROCORE TECHNOLOGIES INC-$21.6M -55.8%
- TRADEWEB MKTS INC-$20.7M -78.2%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | JFROG LTD | FROG | M6191J100 | $45.5M | 21.23% | 500,984 | SH |
| 2 | JABIL INC | JBL | 466313103 | $25.3M | 11.80% | 65,664 | SH |
| 3 | CELLEBRITE DI LTD | CLBT | M2197Q107 | $21.8M | 10.17% | 1,494,438 | SH |
| 4 | TYLER TECHNOLOGIES INC | TYL | 902252105 | $19.8M | 9.22% | 67,606 | SH |
| 5 | INTAPP INC | INTA | 45827U109 | $19.8M | 9.21% | 783,868 | SH |
| 6 | SERVICENOW INC | NOW | 81762P102 | $19.5M | 9.10% | 196,540 | SH |
| 7 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $17.1M | 7.98% | 421,489 | SH |
| 8 | ALKAMI TECHNOLOGY INC | ALKT | 01644J108 | $12.8M | 5.95% | 704,497 | SH |
| 9 | DESCARTES SYS GROUP INC | DSGX | 249906108 | $11.7M | 5.48% | 169,619 | SH |
| 10 | TRANSDIGM GROUP INC | TDG | 893641100 | $10.8M | 5.02% | 8,081 | SH |
| 11 | TRADEWEB MKTS INC | TW | 892672106 | $5.7M | 2.68% | 57,636 | SH |
| 12 | WORKIVA INC | WK | 98139A105 | $4.6M | 2.15% | 95,218 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $214.5M | 12 | 0001172661-26-003820 |
| 2026-03-31 | 2026-05-15 | $418.5M | 12 | 0001172661-26-002318 |
| 2025-12-31 | 2026-02-17 | $540.0M | 12 | 0001172661-26-001217 |
| 2025-09-30 | 2025-11-14 | $512.7M | 13 | 0001172661-25-005048 |
29TH FLOOR
NEW YORK, NY 10018