PIMC

Praesidium Investment Management Company Portfolio holdings

AUM $540M
1-Year Est. Return 5.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.95M
3
+$4.65M
4
INTA icon
Intapp
INTA
+$4.1M
5
FROG icon
JFrog
FROG
+$882K

Top Sells

1
+$7.66M
2
+$6.96M
3
+$4.06M
4
QTWO icon
Q2 Holdings
QTWO
+$2.81M

Sector Composition

1 Technology 89.83%
2 Industrials 6.45%
3 Financials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FROG icon
1
JFrog
FROG
$4.8B
$94.4M 17.48%
1,511,290
+15,513
INTA icon
2
Intapp
INTA
$1.8B
$84.4M 15.63%
1,841,850
+98,767
JBL icon
3
Jabil
JBL
$28B
$79.6M 14.74%
348,980
+147
ALKT icon
4
Alkami Technology
ALKT
$1.74B
$52.8M 9.77%
2,287,096
+269,524
NOW icon
5
ServiceNow
NOW
$113B
$52.1M 9.64%
339,805
+3,475
PCOR icon
6
Procore
PCOR
$8.56B
$48M 8.88%
659,451
+5,549
TDG icon
7
TransDigm Group
TDG
$73.6B
$34.8M 6.45%
26,200
-5,312
TYL icon
8
Tyler Technologies
TYL
$15.3B
$25.9M 4.8%
57,063
+586
CLBT icon
9
Cellebrite
CLBT
$3.26B
$21.4M 3.96%
1,185,274
+915,821
TW icon
10
Tradeweb Markets
TW
$26.2B
$20.1M 3.72%
186,840
-37,851
DSGX icon
11
Descartes Systems
DSGX
$5.7B
$14.6M 2.7%
166,188
-85,652
WK icon
12
Workiva
WK
$3.46B
$12.1M 2.24%
140,427
+52,506
QTWO icon
13
Q2 Holdings
QTWO
$3B
– –
-38,816