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PIMC

Praesidium Investment Management Company Portfolio holdings

AUM $214M
1-Year Est. Return 1.94%
This Fund
S&P 500
This Quarter Est. Return
-17.67%
1 Year Est. Return
-1.94%
3 Year Est. Return
+78.98%
5 Year Est. Return
+72.01%
10 Year Est. Return
+574.47%
AUM
$419M
AUM Growth
-$121M
Cap. Flow
-$7.91M
Cap. Flow %
-1.89%
Top 10 Hldgs %
92.63%
Holding
12
New
–
Increased
9
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
TYL icon
Tyler Technologies
TYL
+$16.1M
2
DSGX icon
Descartes Systems
DSGX
+$10.4M
3
CLBT icon
Cellebrite
CLBT
+$10.2M
4
TDG icon
TransDigm Group
TDG
+$6.9M
5
INTA icon
Intapp
INTA
+$5.07M

Top Sells

Rank Stock Value
1
FROG icon
JFrog
FROG
+$24.4M
2
JBL icon
Jabil
JBL
+$23.5M
3
ALKT icon
Alkami Technology
ALKT
+$16.4M

Sector Composition

Rank Sector Weight
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
$38B
$67.9M 16.22%
255,614
-93,366
-27% -$23.5M
INTA icon
2
Intapp
INTA
$3.09B
$51.7M 12.35%
2,011,963
+170,113
+9% +$5.07M
FROG icon
3
JFrog
FROG
$11.6B
$47.6M 11.36%
1,013,484
-497,806
-33% -$24.4M
PCOR icon
4
Procore
PCOR
$9.09B
$38.7M 9.25%
679,550
+20,099
+3% +$1.19M
NOW icon
5
ServiceNow
NOW
$128B
$36.9M 8.81%
352,756
+12,951
+4% +$1.52M
TDG icon
6
TransDigm Group
TDG
$69.5B
$36.5M 8.71%
31,460
+5,260
+20% +$6.9M
TYL icon
7
Tyler Technologies
TYL
$13.5B
$34.4M 8.22%
100,441
+43,378
+76% +$16.1M
TW icon
8
Tradeweb Markets
TW
$22.4B
$26.4M 6.31%
224,358
+37,518
+20% +$4.29M
CLBT icon
9
Cellebrite
CLBT
$2.78B
$25.7M 6.14%
1,863,506
+678,232
+57% +$10.2M
DSGX icon
10
Descartes Systems
DSGX
$6.62B
$22M 5.26%
307,479
+141,291
+85% +$10.4M
ALKT icon
11
Alkami Technology
ALKT
$2.21B
$21.9M 5.23%
1,396,038
-891,058
-39% -$16.4M
WK icon
12
Workiva
WK
$3.84B
$8.97M 2.14%
150,409
+9,982
+7% +$696K

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Praesidium Investment Management Company's Q1 2026 Portfolio in Review

As of Q1 2026, Praesidium Investment Management Company held 12 positions worth $419M, down 22% from $540M the previous quarter. Its ten largest holdings account for 93% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 0%. Praesidium Investment Management Company opened no new positions and made no exits, leaving the 12-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 85% of assets, down from 90% a quarter earlier, followed by Industrials and Financials.

  • Praesidium Investment Management Company added most to Tyler Technologies in Q1 2026, an estimated $16.1M increase.
  • Praesidium Investment Management Company's biggest Q1 2026 reduction was JFrog, cutting an estimated $24.4M.
  • Praesidium Investment Management Company's ten largest holdings make up 93% of its $419M portfolio in Q1 2026.
  • Praesidium Investment Management Company opened 0 new positions and closed 0 in Q1 2026.
  • Praesidium Investment Management Company's portfolio value fell 22% quarter-over-quarter to $419M.

Based on Praesidium Investment Management Company's 13F filing for Q1 2026, filed 15 May 2026.