Praesidium Investment Management Company
Praesidium Investment Management Company
报告期
Q1 2026
组合日期
2026年3月31日
持股数
12
市值
$418.5M
持仓价值趋势
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
历史持仓
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| JBL | 16.2% | 14.7% | 14.8% | 14.0% |
| INTA | 12.3% | 15.6% | 13.9% | 12.6% |
| FROG | 11.4% | 17.5% | 13.8% | 11.8% |
| PCOR | 9.3% | 8.9% | 9.3% | - |
| NOW | 8.8% | 9.6% | 12.1% | 12.4% |
| TDG | 8.7% | 6.5% | 8.1% | 8.6% |
| TYL | 8.2% | 4.8% | 5.8% | 6.0% |
| TW | 6.3% | 3.7% | 4.9% | 6.0% |
| CLBT | 6.1% | 4.0% | - | - |
| DSGX | 5.3% | - | 4.6% | 8.2% |
披露后主要贡献者
披露价至今涨跌幅，按组合贡献排序
FROG+73.34%
JBL+41.17%
TDG+13.61%
DSGX-1.70%
披露后主要拖累者
披露价至今涨跌幅，按组合贡献排序
PCOR-29.65%
TYL-15.97%
INTA-14.25%
TW-14.35%
CLBT-9.51%
行业分析
金融6.3%
科技85.0%
工业8.7%
交易摘要
该分类暂无股票