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.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Praesidium Investment Management Company, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Texas Yale Capital Corp. | 4 / 12 | $1.7B |
| Long Path Partners LP | 4 / 12 | $74.2M |
| Optimus Prime Fund Management Co., Ltd. | 2 / 12 | $404.3M |
| ICONIQ Capital, LLC | 2 / 12 | $896.0M |
| HMI Capital Management, L.P. | 2 / 12 | $80.7M |
| Cypress Point Investment Management LP | 3 / 12 | $55.2M |
| Hudson Way Capital Management LLC | 2 / 12 | $102.5M |
| Cadian Capital Management, LP | 3 / 12 | $71.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Praesidium Investment Management Company, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.