Praesidium Investment Management Company, LLC
New York NY · SEC CIK 0001320769
$4.19亿2026Q1 申报市值
12持仓数
92.6%前十大占比 · 第一大 16.2%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TYL 加仓+$1,485.18万
DSGX 加仓+$1,011.08万
CLBT 加仓+$934.60万
TDG 加仓+$609.61万
TW 加仓+$441.44万
2026Q1 卖出最多 按季末市值估算
JBL 减仓-$2,480.08万
FROG 减仓-$2,336.20万
ALKT 减仓-$1,396.29万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JBL | JABIL INC | $6,789.87万 | 16.22% | 255,614 | -93,366 | -26.8% | -$2,480.08万 | 减仓 |
| INTA | INTAPP INC | $5,168.73万 | 12.35% | 2,011,963 | 170,113 | 9.2% | $437.02万 | 加仓 |
| FROG | JFROG LTD | $4,756.28万 | 11.36% | 1,013,484 | -497,806 | -32.9% | -$2,336.20万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,873.43万 | 9.25% | 679,550 | 20,099 | 3.0% | $114.56万 | 加仓 |
| NOW | SERVICENOW INC | $3,688.06万 | 8.81% | 352,756 | 12,951 | 3.8% | $135.40万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $3,646.09万 | 8.71% | 31,460 | 5,260 | 20.1% | $609.61万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $3,438.90万 | 8.22% | 100,441 | 43,378 | 76.0% | $1,485.18万 | 加仓 |
| TW | TRADEWEB MKTS INC | $2,639.80万 | 6.31% | 224,358 | 37,518 | 20.1% | $441.44万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $2,567.91万 | 6.14% | 1,863,506 | 678,232 | 57.2% | $934.60万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $2,200.32万 | 5.26% | 307,479 | 141,291 | 85.0% | $1,011.08万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $2,187.59万 | 5.23% | 1,396,038 | -891,058 | -39.0% | -$1,396.29万 | 减仓 |
| WK | WORKIVA INC | $896.89万 | 2.14% | 150,409 | 9,982 | 7.1% | $59.52万 | 加仓 |