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CIK: 0001320769
Total reported value
$214.5M
$214.5M
12 檔
180.4%
During the Q4 2024 filing period, Praesidium Investment Management Company, LLC (CIK: 0001320769) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $214.5M across 12 reported positions.
In Q4 2024, Praesidium Investment Management Company, LLC adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including INTA, NOW, PTC) accounted for 180.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
DSGX
市值: $54.7M
Top Position Liquidated / Trimmed
ZETA
前期市值: $48.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INTA | Intapp Inc | Stock-Other | 19.32% | -3.14% | -6.88% | |
| 2 | NOW | Servicenow Inc | Stock-Tech | 14.96% | +0.29% | -7.20% | |
| 3 | PTC | Ptc Inc | Stock-Tech | 10.78% | — | -7.37% | |
| 4 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 10.35% | — | -7.06% | |
| 5 | JBL | Jabil Inc | Stock-Tech | 9.50% | -4.42% | -8.82% | |
| 6 | DSGX | Descartes Systems Grp/the | Stock-Tech | 9.18% | +0.22% | — | |
| 7 | FROG | JFrog Ltd. | Stock-Tech | 7.24% | +9.87% | -7.24% | |
| 8 | TYL | Tyler Technologies Inc | Stock-Tech | 5.86% | +1.00% | -7.24% | |
| 9 | MORN | Morningstar Inc | Stock-Financials | 5.09% | — | -8.82% | |
| 10 | PCOR | Procore Technologies Inc | Stock-Tech | 4.02% | -1.27% | -7.39% | |
| 11 | GXO | Gxo Logistics Inc | Stock-Industrials | 3.11% | — | -32.93% | |
| 12 | QTWO | Q2 Holdings Inc | Stock-Tech | 0.60% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DSGX | Descartes Systems Grp/the | +9.2% | NEW | New buy |
| 2 | INTA | Intapp Inc | +3.8% | -6.88% | Trim |
| 3 | NOW | Servicenow Inc | +1.4% | -7.20% | Trim |
| 4 | JBL | Jabil Inc | +0.8% | -8.82% | Trim |
| 5 | ✓ | Cyberark Software LTD. Cmn | +0.6% | -7.06% | Trim |
| 6 | PCOR | Procore Technologies Inc | +0.5% | -7.39% | Trim |
| 7 | QTWO | Q2 Holdings Inc | +0.1% | — | Unchanged |
| 8 | MORN | Morningstar Inc | -0.2% | -8.82% | Trim |
| 9 | FROG | JFrog Ltd. | -0.5% | -7.24% | Trim |
| 10 | TYL | Tyler Technologies Inc | -0.5% | -7.24% | Trim |
| 11 | PTC | Ptc Inc | -0.7% | -7.37% | Trim |
| 12 | GXO | Gxo Logistics Inc | -2.4% | -32.93% | Trim |
| 13 | ZUOUSD | Zuora Inc - Class A | -3.9% | EXIT | Sold out |
| 14 | ZETA | Zeta Global Holdings Corp-a | -8.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Praesidium Investment Management Company, LLC reported a total U.S. public equity portfolio value of $214.5M across 12 disclosed positions in Q4 2024.
During Q4 2024, Praesidium Investment Management Company, LLC's top holdings by market value included INTA (19.3%)、NOW (15.0%)、PTC (10.8%). The largest single position, INTA, represented 19.3% of total portfolio value.
In Q4 2024, Praesidium Investment Management Company, LLC made 13 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 10 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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