Fund HoldingsCDAM (UK) Ltd

Total Portfolio Value
$666.44M
Total Bought
$102.32M
Total Sold
$56.34M
Net Transaction
+$45.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
QUALYS(QLYS)502,913611,793+108,88064,60485,78612.87%+21,181
ZIFF DAVIS INC(ZD)1,279,7891,492,860+213,07162,27581,12212.17%+18,847
ENDAVA2,179,5272,348,674+169,14755,66572,57410.89%+16,909
CORE AND MAIN(CNM)1,276,7961,439,668+162,87256,69073,29311.00%+16,604
TFI INTERNATIONAL(TFII)371,902381,102+9,20050,91051,4837.73%+573
SERVICENOW(NOW)74,75560,301-14,45466,86063,9269.59%-2,934
OPEN TEXT(OTEX)2,212,6372,279,152+66,51573,63764,5469.69%-9,091
COLLIERS INTRNTNL GP(CIGI)612,916612,831-8593,04783,32712.50%-9,720
LGI HOMES(LGIH)714,895733,943+19,04884,72965,6159.85%-19,115
ELEVANCE HEALTH ORD(ELV)131,64167,141-64,50068,45324,7683.72%-43,685
Page 1 of 1