Praesidium Investment Management 13F, Q2 2023
Praesidium Investment · quarter ending 30 June 2023 · filed 14 August 2023 · SEC CIK 1320769
$1.10B
Filed US book
16
Positions
12.5%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| SERVICENOW INC | NOW | $137.63M | 12.5% |
| PTC INC | PTC | $133.20M | 12.1% |
| JABIL INC | JBL | $97.45M | 8.9% |
| CYBERARK SOFTWARE LTD | $75.35M | 6.8% | |
| RESIDEO TECHNOLOGIES INC | REZI | $74.35M | 6.8% |
| MASONITE INTL CORP | $72.93M | 6.6% | |
| ZUORA INC | $72.78M | 6.6% | |
| TYLER TECHNOLOGIES INC | TYL | $66.62M | 6.0% |
| SPRINKLR INC | CXM | $65.39M | 5.9% |
| NICE LTD | NICE | $63.02M | 5.7% |
| INTAPP INC | INTA | $59.60M | 5.4% |
| JFROG LTD | $57.28M | 5.2% | |
| MORNINGSTAR INC | MORN | $53.74M | 4.9% |
| WORKIVA INC | WK | $38.66M | 3.5% |
| PRIMO WATER CORPORATION | $29.02M | 2.6% | |
| AUTODESK INC | ADSK | $3.32M | 0.3% |
This is the earliest Praesidium Investment Management 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-23-003140, filed by Praesidium Investment Management Company, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.