Cdam (Uk) LTD Portfolio Holdings

Cdam (Uk) LTD

  • $666 Million
  • Q4 2024

Cdam (Uk) LTD has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $666 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Qualys, Inc. with a value of $85.8M, Colliers International Group Inc. with a value of $83.3M, Ziff Davis, Inc. with a value of $81.1M, Core & Main, Inc. with a value of $73.3M, and Endava PLC with a value of $72.6M.

Examining the 13F form we can see an decrease of $10.3M in the current position value, from $677M to 666M.

Cdam (Uk) LTD is based out at London, X0

Below you can find more details about Cdam (Uk) LTD portfolio as well as his latest detailed transactions.

Portfolio value $666 Million
Technology: $287 Million
Industrials: $125 Million
Real Estate: $83.3 Million
Communication Services: $81.1 Million
Consumer Cyclical: $65.6 Million
Healthcare: $24.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.23B
$85.8 Million 12.87% of portfolio
611,793
Q4 2024 Added 21.65%
$5.26B
$83.3 Million 12.5% of portfolio
612,831
Q4 2024 Reduced 0.01%
$2.26B
$81.1 Million 12.17% of portfolio
1,492,860
Q4 2024 Added 16.65%
$8.78B
$73.3 Million 11.0% of portfolio
1,439,668
Q4 2024 Added 12.76%
$1.46B
$72.6 Million 10.89% of portfolio
2,348,674
Q4 2024 Added 7.76%
$1.81B
$65.6 Million 9.84% of portfolio
733,943
Q4 2024 Added 2.66%
$7.14B
$64.5 Million 9.68% of portfolio
2,279,152
Q4 2024 Added 3.01%
$190B
$63.9 Million 9.59% of portfolio
60,301
Q4 2024 Reduced 19.34%
$8.26B
$51.5 Million 7.72% of portfolio
381,102
Q4 2024 Added 2.47%
$92.4B
$24.8 Million 3.72% of portfolio
67,141
Q4 2024 Reduced 49.0%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $666 Million
  • Prior Value $677 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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