Cdam (Uk) LTD Portfolio Holdings by Sector
Cdam (Uk) LTD
- $564 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
QLYS DAVA 2 stocks |
$122,818
21.78% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
OTEX NOW 2 stocks |
$97,432
17.27% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CIGI 1 stocks |
$74,275
13.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
CNM 1 stocks |
$69,520
12.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV 1 stocks |
$59,168
10.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
ZD 1 stocks |
$56,981
10.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
LGIH 1 stocks |
$50,929
9.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Trucking | Industrials
TFII 1 stocks |
$32,893
5.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|