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 and exited 0; 0 existing positions rose in reported value and 11 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 95.2%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 24, 2026.
29TH FLOOR
NEW YORK, NY 10018
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ORAM, KEVIN, SEAN Control | MANAGING MEMBER since Feb 2004 | 50–75% | Individual |
| SCOTT, JOHN, ROGER Control | CHIEF OPERATING AND FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER since Feb 2004 | Less than 5% | Individual |
| UDDO, PETER, JOSEPH Control | MANAGING MEMBER since Feb 2004 | 50–75% | Individual |
Ownership & leadership changes · 2 filings with changes since Mar 26, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedSCOTT, JOHN, ROGER · now a control person
- ChangedSCOTT, JOHN, ROGER · title CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF OPERATING AND FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER
- ListedORAM, KEVIN, SEAN · MANAGING MEMBER · 50–75% · control person
- ListedSCOTT, JOHN, ROGER · CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5%
- ListedUDDO, PETER, JOSEPH · MANAGING MEMBER · 50–75% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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%
Praesidium Investment Management Company, LLC Holdings (2026-06-30)
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