Cdam (Uk) LTD Portfolio Holdings

Cdam (Uk) LTD

  • $544 Million
  • Q2 2025

Cdam (Uk) LTD has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $544 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Core & Main, Inc. with a value of $84.1M, Colliers International Group Inc. with a value of $77.1M, Veeva Systems Inc with a value of $70.7M, Open Text Corp with a value of $63.7M, and Qualys, Inc. with a value of $57.1M.

Examining the 13F form we can see an decrease of $19.7M in the current position value, from $564M to 544M.

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 $544 Million
Technology: $196 Million
Industrials: $120 Million
Real Estate: $77.1 Million
Healthcare: $70.7 Million
Communication Services: $43.4 Million
Consumer Cyclical: $36.8 Million
Basic Materials: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.3B
$84.1 Million 15.45% of portfolio
1,393,293
Q2 2025 Reduced 3.18%
$6.64B
$77.1 Million 14.16% of portfolio
590,527
Q2 2025 Reduced 3.56%
$38.7B
$70.7 Million 12.98% of portfolio
245,332
Q2 2025 Reduced 3.96%
$7.85B
$63.7 Million 11.69% of portfolio
2,179,829
Q2 2025 Reduced 4.31%
$4.96B
$57.1 Million 10.5% of portfolio
399,935
Q2 2025 Reduced 34.6%
$1.64B
$43.4 Million 7.97% of portfolio
1,433,418
Q2 2025 Reduced 5.46%
$172B
$42.5 Million 7.81% of portfolio
41,322
Q2 2025 Reduced 17.52%
$1.43B
$36.8 Million 6.75% of portfolio
713,413
Q2 2025 Reduced 6.89%
$7.74B
$35.8 Million 6.58% of portfolio
399,665
Q2 2025 Reduced 5.9%
$716M
$33.2 Million 6.1% of portfolio
2,167,932
Q2 2025 Reduced 7.67%
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Added 0.73%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $544 Million
  • Prior Value $564 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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