Praesidium Investment Management Company, LLC Long-Term Concentrated

Location: New York, NY

CIK: 0001320769 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $540M (100.0% shares, 0.0% debt)

Holdings (12)

FROG JFROG LTD 17.5%
Value $94.4M Shares 1,511,290 Est. Cost $25.97 Unrealized +119.0%
INTA INTAPP INC 15.6%
Value $84.39M Shares 1,841,850 Est. Cost $41.47 Unrealized +0.0%
JBL JABIL INC 14.7%
Value $79.57M Shares 348,980 Est. Cost $82.60 Unrealized +158.2%
ALKT ALKAMI TECHNOLOGY INC 9.8%
Value $52.76M Shares 2,287,096 Est. Cost $29.16 Unrealized -24.3%
NOW SERVICENOW INC 9.6%
Value $52.05M Shares 339,805 Est. Cost $144.80 Unrealized +18.5%
PCOR PROCORE TECHNOLOGIES INC 8.9%
Value $47.97M Shares 659,451 Est. Cost $65.95 Unrealized +12.2%
TDG TRANSDIGM GROUP INC 6.5%
Value $34.84M Shares 26,200 Est. Cost $1314.14 Unrealized -0.3%
TYL TYLER TECHNOLOGIES INC 4.8%
Value $25.9M Shares 57,063 Est. Cost $175.52 Unrealized +171.4%
CLBT CELLEBRITE DI LTD 4.0%
Value $21.37M Shares 1,185,274 Est. Cost $17.45 Unrealized +2.9%
TW TRADEWEB MKTS INC 3.7%
Value $20.09M Shares 186,840 Est. Cost $133.76 Unrealized -19.7%
DSGX DESCARTES SYS GROUP INC 2.7%
Value $14.57M Shares 166,188 Est. Cost $111.44 Unrealized -19.8%
WK WORKIVA INC 2.2%
Value $12.11M Shares 140,427 Est. Cost $80.14 Unrealized +10.5%