Praesidium Investment Management Company, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$567.3B
Holdings
13
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JBLJABIL INC | 363,488 | $79.3B | 13.97% | |
| 2 | INTAINTAPP INC | 1,381,392 | $71.3B | 12.57% | |
| 3 | NOWSERVICENOW INC | 68,411 | $70.3B | 12.40% | |
| 4 | FROGJFROG LTD | 1,524,264 | $66.9B | 11.79% | |
| 5 | T7DTRANSDIGM GROUP INC | 32,086 | $48.8B | 8.60% | |
| 6 | ALKTALKAMI TECHNOLOGY INC | 1,547,050 | $46.6B | 8.22% | |
| 7 | DSGDESCARTES SYS GROUP INC | 457,897 | $46.5B | 8.20% | |
| 8 | CYBRCYBERARK SOFTWARE LTD | 104,000 | $42.3B | 7.46% | |
| 9 | TWTRADEWEB MKTS INC | 234,042 | $34.3B | 6.04% | |
| 10 | TYLTYLER TECHNOLOGIES INC | 57,402 | $34.0B | 6.00% | |
| 11 | PCORPROCORE TECHNOLOGIES INC | 301,425 | $20.6B | 3.64% | |
| 12 | QTWOQ2 HLDGS INC | 36,173 | $3.4B | 0.60% | |
| 13 | PARPAR TECHNOLOGY CORP | 41,736 | $2.9B | 0.51% |