Praesidium Investment Management Company, LLC
New York NY · SEC CIK 0001320769
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FROG | JFROG LTD | $4,552.94万 | 21.23% | 500,984 | -512,500 | -50.6% | -$4,657.60万 | 减仓 |
| JBL | JABIL INC | $2,531.22万 | 11.80% | 65,664 | -189,950 | -74.3% | -$7,322.19万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $2,181.88万 | 10.17% | 1,494,438 | -369,068 | -19.8% | -$538.84万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,977.21万 | 9.22% | 67,606 | -32,835 | -32.7% | -$960.29万 | 减仓 |
| INTA | INTAPP INC | $1,976.13万 | 9.21% | 783,868 | -1,228,095 | -61.0% | -$3,096.03万 | 减仓 |
| NOW | SERVICENOW INC | $1,951.25万 | 9.10% | 196,540 | -156,216 | -44.3% | -$1,550.91万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $1,712.09万 | 7.98% | 421,489 | -258,061 | -38.0% | -$1,048.24万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $1,276.55万 | 5.95% | 704,497 | -691,541 | -49.5% | -$1,253.07万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $1,174.44万 | 5.48% | 169,619 | -137,860 | -44.8% | -$954.54万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,076.42万 | 5.02% | 8,081 | -23,379 | -74.3% | -$3,114.18万 | 减仓 |
| TW | TRADEWEB MKTS INC | $574.40万 | 2.68% | 57,636 | -166,722 | -74.3% | -$1,661.55万 | 减仓 |
| WK | WORKIVA INC | $461.90万 | 2.15% | 95,218 | -55,191 | -36.7% | -$267.73万 | 减仓 |