Cdam (Uk) LTD Portfolio Holdings

Cdam (Uk) LTD

  • $489 Million
  • Q3 2025

Cdam (Uk) LTD has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $489 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Open Text Corp with a value of $74.9M, Veeva Systems Inc with a value of $67.9M, Colliers International Group Inc. with a value of $65.4M, Core & Main, Inc. with a value of $62.6M, and Ziff Davis, Inc. with a value of $48.3M.

Examining the 13F form we can see an decrease of $55.5M in the current position value, from $544M to 489M.

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 $489 Million
Technology: $177 Million
Industrials: $96.9 Million
Healthcare: $67.9 Million
Real Estate: $65.4 Million
Communication Services: $48.3 Million
Consumer Cyclical: $33.3 Million
Basic Materials: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.96B
$74.9 Million 15.32% of portfolio
2,003,255
Q3 2025 Reduced 8.1%
$41.2B
$67.9 Million 13.89% of portfolio
227,982
Q3 2025 Reduced 7.07%
$6.15B
$65.4 Million 13.37% of portfolio
418,395
Q3 2025 Reduced 29.15%
$8.12B
$62.6 Million 12.8% of portfolio
1,162,742
Q3 2025 Reduced 16.55%
$1.43B
$48.3 Million 9.89% of portfolio
1,268,718
Q3 2025 Reduced 11.49%
$5.51B
$46.8 Million 9.57% of portfolio
353,710
Q3 2025 Reduced 11.56%
$7.47B
$34.3 Million 7.01% of portfolio
389,321
Q3 2025 Reduced 2.59%
$169B
$34.2 Million 7.0% of portfolio
37,170
Q3 2025 Reduced 10.05%
$1.14B
$33.3 Million 6.81% of portfolio
644,063
Q3 2025 Reduced 9.72%
$367M
$21.2 Million 4.33% of portfolio
2,324,580
Q3 2025 Added 7.23%
$23.9B
$0 0.0% of portfolio
-
Q3 2025 Reduced 12.02%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $489 Million
  • Prior Value $544 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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