Praesidium Investment Management Company, LLC Long-Term Concentrated

CIK: 0001320769 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $567,277 (100.0% shares, 0.0% debt)

Holdings (13)

JBL JABIL INC 14.0%

Value ($000) $79,277 Shares 363,488 Est. Cost $82.60 Unrealized +96.0%

INTA INTAPP INC 12.6%

Value ($000) $71,307 Shares 1,381,392 Est. Cost $41.01 Unrealized +33.2%

NOW SERVICENOW INC 12.4%

Value ($000) $70,332 Shares 68,411 Est. Cost $36.46 Unrealized +417.5%

FROG JFROG LTD 11.8%

Value ($000) $66,885 Shares 1,524,264 Est. Cost $25.65 Unrealized +48.2%

TDG TRANSDIGM GROUP INC 8.6%

Value ($000) $48,791 Shares 32,086 Est. Cost $1314.14 Unrealized 0.0%

ALKT ALKAMI TECHNOLOGY INC 8.2%

Value ($000) $46,628 Shares 1,547,050 Est. Cost $31.49 Unrealized -11.7%

DSGX DESCARTES SYS GROUP INC 8.2%

Value ($000) $46,543 Shares 457,897 Est. Cost $111.44 Unrealized -5.3%

— CYBERARK SOFTWARE LTD 7.5%

Value ($000) $42,316 Shares 104,000 Est. Cost $167.78 Unrealized —

TW TRADEWEB MKTS INC 6.0%

Value ($000) $34,264 Shares 234,042 Est. Cost $133.76 Unrealized +4.3%

TYL TYLER TECHNOLOGIES INC 6.0%

Value ($000) $34,030 Shares 57,402 Est. Cost $172.39 Unrealized +228.5%

PCOR PROCORE TECHNOLOGIES INC 3.6%

Value ($000) $20,623 Shares 301,425 Est. Cost $61.42 Unrealized +6.3%

QTWO Q2 HLDGS INC 0.6%

Value ($000) $3,385 Shares 36,173 Est. Cost $71.01 Unrealized +18.8%

PAR PAR TECHNOLOGY CORP 0.5%

Value ($000) $2,895 Shares 41,736 Est. Cost $62.47 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
JBL	JABIL INC	363,488	$79,277	14.0%	$82.60	+96.0%	COM	466313103
INTA	INTAPP INC	1,381,392	$71,307	12.6%	$41.01	+33.2%	COM	45827U109
NOW	SERVICENOW INC	68,411	$70,332	12.4%	$36.46	+417.5%	COM	81762P102
FROG	JFROG LTD	1,524,264	$66,885	11.8%	$25.65	+48.2%	ORD SHS	M6191J100
TDG	TRANSDIGM GROUP INC	32,086	$48,791	8.6%	$1314.14	0.0%	COM	893641100
ALKT	ALKAMI TECHNOLOGY INC	1,547,050	$46,628	8.2%	$31.49	-11.7%	COM	01644J108
DSGX	DESCARTES SYS GROUP INC	457,897	$46,543	8.2%	$111.44	-5.3%	COM	249906108
—	CYBERARK SOFTWARE LTD	104,000	$42,316	7.5%	$167.78	—	SHS	M2682V108
TW	TRADEWEB MKTS INC	234,042	$34,264	6.0%	$133.76	+4.3%	CL A	892672106
TYL	TYLER TECHNOLOGIES INC	57,402	$34,030	6.0%	$172.39	+228.5%	COM	902252105
PCOR	PROCORE TECHNOLOGIES INC	301,425	$20,623	3.6%	$61.42	+6.3%	COM	74275K108
QTWO	Q2 HLDGS INC	36,173	$3,385	0.6%	$71.01	+18.8%	COM	74736L109
PAR	PAR TECHNOLOGY CORP	41,736	$2,895	0.5%	$62.47	0.0%	COM	698884103