本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Praesidium Investment Management Company, LLC (CIK 1320769) reported $214.5M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FROG ($45.5M, 21.23%), JBL ($25.3M, 11.80%), CLBT ($21.8M, 10.17%), TYL ($19.8M, 9.22%), INTA ($19.8M, 9.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FROG | JFROG LTD | $45.5M | 21.23% | 500,984 | Trimmed |
| 2 | JBL | JABIL INC | $25.3M | 11.80% | 65,664 | Trimmed |
| 3 | CLBT | CELLEBRITE DI LTD | $21.8M | 10.17% | 1.5M | Trimmed |
| 4 | TYL | TYLER TECHNOLOGIES INC | $19.8M | 9.22% | 67,606 | Trimmed |
| 5 | INTA | INTAPP INC | $19.8M | 9.21% | 783,868 | Trimmed |
| 6 | NOW | SERVICENOW INC | $19.5M | 9.10% | 196,540 | Trimmed |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | $17.1M | 7.98% | 421,489 | Trimmed |
| 8 | ALKT | ALKAMI TECHNOLOGY INC | $12.8M | 5.95% | 704,497 | Trimmed |
| 9 | DSGX | DESCARTES SYS GROUP INC | $11.7M | 5.48% | 169,619 | Trimmed |
| 10 | TDG | TRANSDIGM GROUP INC | $10.8M | 5.02% | 8,081 | Trimmed |
| 11 | TW | TRADEWEB MKTS INC | $5.7M | 2.68% | 57,636 | Trimmed |
| 12 | WK | WORKIVA INC | $4.6M | 2.15% | 95,218 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30