Praesidium Investment Management Company, LLC holds a focused book of 12 stocks worth $418.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Jabil Inc. Their largest long position is Jabil Inc at 16% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1320769/holdings"
Use Arkolith to show Praesidium Investment Management Company, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Jabil Inc COM | $67.9M | 255.6K | 16.2% | ▼−27% Reduced · −93K sh | |
| 2 | Intapp Inc COM | $51.7M | 2.01M | 12.3% | ▲+9.2% Added · +170K sh | |
| 3 | Jfrog Ltd ORD SHS | $47.6M | 1.01M | 11.4% | ▼−33% Reduced · −498K sh | |
| 4 | Procore Technologies Inc COM | $38.7M | 679.5K | 9.3% | ▲+3.0% Added · +20K sh | |
| 5 | Servicenow Inc COM | $36.9M | 352.8K | 8.8% | ▲+3.8% Added · +13K sh | |
| 6 | Transdigm Group Inc COM | $36.5M | 31.5K | 8.7% | ▲+20% Added · +5K sh | |
| 7 | Tyler Technologies Inc COM | $34.4M | 100.4K | 8.2% | ▲+76% Added · +43K sh | |
| 8 | Tradeweb MKTS Inc CL A | $26.4M | 224.4K | 6.3% | ▲+20% Added · +38K sh | |
| 9 | Cellebrite Di Ltd ORDINARY SHARES | $25.7M | 1.86M | 6.1% | ▲+57% Added · +678K sh | |
| 10 | Descartes Sys Group Inc COM | $22.0M | 307.5K | 5.3% | ▲+85% Added · +141K sh | |
| 11 | Alkami Technology Inc COM | $21.9M | 1.40M | 5.2% | ▼−39% Reduced · −891K sh | |
| 12 | Workiva Inc COM CL A | $9.0M | 150.4K | 2.1% | ▲+7.1% Added · +10K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.