Cdam (Uk) LTD Portfolio Holdings

Cdam (Uk) LTD

$564 Million
Q1 2025

Cdam (Uk) LTD has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $564 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Qualys, Inc. with a value of $77M, Colliers International Group Inc. with a value of $74.3M, Core & Main, Inc. with a value of $69.5M, Veeva Systems Inc with a value of $59.2M, and Open Text Corp with a value of $57.5M.

Examining the 13F form we can see an decrease of $102M in the current position value, from $666M to 564M.

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 $564 Million

Technology: $220 Million

Industrials: $102 Million

Real Estate: $74.3 Million

Healthcare: $59.2 Million

Communication Services: $57 Million

Consumer Cyclical: $50.9 Million

Basic Materials: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
CNM Core & Main, Inc. Industrials	$10.2B	$69.5 Million 12.33% of portfolio	1,439,048	Q1 2025 Reduced 0.04%
VEEV Veeva Systems Inc Healthcare	$39.5B	$59.2 Million 10.49% of portfolio	255,446	Q1 2025 New
CRH.L Crh PLC Basic Materials	$23.9B	$0 0.0% of portfolio	-	Q1 2025 New

Summary

Portfolio
No. of Stocks 11
Current Value $564 Million
Prior Value $666 Million
Filing
Period Q1 2025
Filing Date May 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 2 stocks
Additional Purchases 3 stocks
Sold out of 0 stocks
Reduced holdings in 6 stocks

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