13F 机构持仓

Praesidium Investment Management Company, LLC

New York NY · SEC CIK 0001320769

2026Q22026Q1 更早 9 个季度 🔒
$2.14亿2026Q2 申报市值
12持仓数
95.2%前十大占比 · 第一大 21.2%
0 / 0新建仓 / 清仓
申报市值走势$2.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FROG 21.2%
JBL 11.8%
CLBT 10.2%
TYL 9.2%
INTA 9.2%
NOW 9.1%
PCOR 8.0%
ALKT 6.0%
DSGX 5.5%
TDG 5.0%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

JBL 减仓-$7,322.19万
FROG 减仓-$4,657.60万
TDG 减仓-$3,114.18万
INTA 减仓-$3,096.03万
TW 减仓-$1,661.55万

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
WK WORKIVA INC $461.90万2.15%95,218 -55,191-36.7% -$267.73万 减仓
TW TRADEWEB MKTS INC $574.40万2.68%57,636 -166,722-74.3% -$1,661.55万 减仓
TDG TRANSDIGM GROUP INC $1,076.42万5.02%8,081 -23,379-74.3% -$3,114.18万 减仓
DSGX DESCARTES SYS GROUP INC $1,174.44万5.48%169,619 -137,860-44.8% -$954.54万 减仓
ALKT ALKAMI TECHNOLOGY INC $1,276.55万5.95%704,497 -691,541-49.5% -$1,253.07万 减仓
PCOR PROCORE TECHNOLOGIES INC $1,712.09万7.98%421,489 -258,061-38.0% -$1,048.24万 减仓
NOW SERVICENOW INC $1,951.25万9.10%196,540 -156,216-44.3% -$1,550.91万 减仓
INTA INTAPP INC $1,976.13万9.21%783,868 -1,228,095-61.0% -$3,096.03万 减仓
TYL TYLER TECHNOLOGIES INC $1,977.21万9.22%67,606 -32,835-32.7% -$960.29万 减仓
CLBT CELLEBRITE DI LTD $2,181.88万10.17%1,494,438 -369,068-19.8% -$538.84万 减仓
JBL JABIL INC $2,531.22万11.80%65,664 -189,950-74.3% -$7,322.19万 减仓
FROG JFROG LTD $4,552.94万21.23%500,984 -512,500-50.6% -$4,657.60万 减仓