Fund HoldingsCDAM (UK) Ltd

Total Portfolio Value
$669.56M
Total Bought
$74.28M
Total Sold
$98.27M
Net Transaction
-$23.99M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ELEVANCE HEALTH ORD(ELV)128,000146,754+18,75466,37379,52011.88%+13,147
SERVICENOW(NOW)103,599107,199+3,60078,98484,33012.59%+5,346
QUALYS(QLYS)393,260464,404+71,14465,62366,2249.89%+601
TFI INTERNATIONAL(TFII)391,412411,312+19,90062,41559,7068.92%-2,709
COLLIERS INTRNTNL GP(CIGI)649,311670,111+20,80079,36574,81811.17%-4,547
CORE AND MAIN(CNM)677,215690,715+13,50038,77133,8045.05%-4,967
ENDAVA1,859,2042,202,704+343,50070,72464,4079.62%-6,317
ZIFF DAVIS INC(ZD)1,250,9951,310,495+59,50078,86372,14310.77%-6,720
OPEN TEXT(OTEX)2,145,0172,320,117+175,10083,29169,69610.41%-13,595
LGI HOMES(LGIH)698,115725,314+27,19981,24064,9089.69%-16,331
WESTERN DIGITAL(WDC)1,440,0340-1,440,03498,2680-98,268
Page 1 of 1