PIMC

Praesidium Investment Management Company Portfolio holdings

AUM $513M
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$46.6M
3
+$37M
4
ZUO
Zuora, Inc.
ZUO
+$23M
5
INTA icon
Intapp
INTA
+$5.19M

Top Sells

1
+$48.1M
2
+$40.5M
3
+$28.8M
4
PRMW
Primo Water Corporation
PRMW
+$16.3M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$8.53M

Sector Composition

1 Technology 74.56%
2 Industrials 13.36%
3 Consumer Staples 6.54%
4 Financials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$166M 15.04%
358,061
-7,925
2
$131M 11.84%
1,022,101
-39,346
3
$83.3M 7.52%
562,592
+7,869
4
$75.5M 6.82%
4,127,540
-361,157
5
$72.4M 6.55%
798,028
-529,517
6
$72.3M 6.54%
4,711,880
-1,063,834
7
$71.5M 6.46%
7,233,026
+2,332,230
8
$69.5M 6.28%
303,739
+662
9
$66.5M 6.01%
649,003
-395,473
10
$61.9M 5.59%
174,465
-6,329
11
$61.3M 5.54%
301,840
+3,164
12
$51.8M 4.68%
+587,389
13
$46.6M 4.21%
+3,598,688
14
$37M 3.34%
+1,875,778
15
$32.8M 2.97%
157,762
-814
16
$6.9M 0.62%
153,884
+115,772
17
– –
-166,650
18
– –
-72,909
19
– –
-363,498