The Analysis of CDAM (UK) Ltd's Holdings

Currently, CDAM (UK) Ltd holds 11 types of securities in its portfolio with a total value $549.9M. In the most recent quarter, they have increased their positions in NOW (+252.7K shares, valued at $38.7M), CNM (+113.8K shares, valued at $5.9M), QLYS (+32.9K shares, valued at $4.4M); decreased their positions in N/A (-130 shares, valued at $16.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CRH US Equity CRH US Equity546.3K shares-0.02%2025-12-312026-02-13

CNM CNM US Equity1.3M shares9.79%2025-12-312026-02-13

OTEX OTEX US Equity2.0M shares0.70%2025-12-312026-02-13

CIGI CIGI US Equity421.7K shares0.79%2025-12-312026-02-13

VEEV VEEV US Equity233.0K shares2.18%2025-12-312026-02-13

QLYS QLYS US Equity386.6K shares9.31%2025-12-312026-02-13

ZD ZD US Equity1.4M shares6.64%2025-12-312026-02-13

NOW NOW US Equity289.8K shares679.71%2025-12-312026-02-13

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TFII TFII US Equity402.1K shares3.29%2025-12-312026-02-13

LGIH LGIH US Equity743.2K shares15.39%2025-12-312026-02-13

DAVA DAVA US Equity3.0M shares28.18%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

TradeFomo Institution Holdings Analysis: CDAM (UK) Ltd | TradeFomo