PIMC

Praesidium Investment Management Company Portfolio holdings

AUM $419M
1-Year Est. Return 4.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.4M
3
+$10.2M
4
TDG icon
TransDigm Group
TDG
+$6.9M
5
INTA icon
Intapp
INTA
+$5.07M

Top Sells

1
+$24.4M
2
+$23.5M
3
+$16.4M

Sector Composition

1 Technology 84.98%
2 Industrials 8.71%
3 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JBL icon
1
Jabil
JBL
$38.5B
$67.9M 16.22%
255,614
-93,366
INTA icon
2
Intapp
INTA
$1.78B
$51.7M 12.35%
2,011,963
+170,113
FROG icon
3
JFrog
FROG
$9.63B
$47.6M 11.36%
1,013,484
-497,806
PCOR icon
4
Procore
PCOR
$7.47B
$38.7M 9.25%
679,550
+20,099
NOW icon
5
ServiceNow
NOW
$128B
$36.9M 8.81%
352,756
+12,951
TDG icon
6
TransDigm Group
TDG
$70.4B
$36.5M 8.71%
31,460
+5,260
TYL icon
7
Tyler Technologies
TYL
$12.9B
$34.4M 8.22%
100,441
+43,378
TW icon
8
Tradeweb Markets
TW
$21.4B
$26.4M 6.31%
224,358
+37,518
CLBT icon
9
Cellebrite
CLBT
$3.67B
$25.7M 6.14%
1,863,506
+678,232
DSGX icon
10
Descartes Systems
DSGX
$6.34B
$22M 5.26%
307,479
+141,291
ALKT icon
11
Alkami Technology
ALKT
$1.94B
$21.9M 5.23%
1,396,038
-891,058
WK icon
12
Workiva
WK
$2.79B
$8.97M 2.14%
150,409
+9,982