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Cdam (Uk) Ltd Top Holdings and 13F Report (2026)

About Cdam (Uk) Ltd

Investment Activity

  • Cdam (Uk) Ltd has $450.93 million in total holdings as of March 31, 2026.
  • Cdam (Uk) Ltd owns shares of 11 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 15.95% of the portfolio was purchased this quarter.
  • About 22.28% of the portfolio was sold this quarter.
  • This quarter, Cdam (Uk) Ltd has purchased 11 new stocks and bought additional shares in 6 stocks.
  • Cdam (Uk) Ltd sold shares of 4 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Core & Main
$62,404,401
CRH PLC
$60,916,515
Veeva Systems
$46,594,518
ServiceNow
$45,349,503

Largest New Holdings this Quarter

294429105 - Equifax
$26,734,993 Holding

Largest Purchases this Quarter

Equifax
148,470 shares (about $26.73M)
ServiceNow
143,939 shares (about $15.05M)
Colliers International Group
70,329 shares (about $7.52M)
Qualys
82,351 shares (about $7.23M)
LGI Homes
157,078 shares (about $6.21M)

Largest Sales this Quarter

Ziff Davis
789,351 shares (about $33.12M)
TFI International
7,576 shares (about $822.98K)
Core & Main
13,335 shares (about $658.75K)
Endava
30,086 shares (about $132.98K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCdam (Uk) Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Core & Main, Inc. stock logo
CNM
Core & Main
$62,404,401$658,749 â–¼-1.0%1,263,24713.8%Industrials
CRH PLC
$60,916,515$3,489,248 â–²6.1%579,49513.5%ORD
Colliers International Group Inc. stock logo
CIGI
Colliers International Group
$52,592,445$7,517,467 â–²16.7%492,02411.7%Finance
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$46,594,518$5,672,413 â–²13.9%265,25410.3%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$45,349,503$15,048,822 â–²49.7%433,75910.1%Computer and Technology
TFI International Inc. stock logo
TFII
TFI International
$42,860,944$822,981 â–¼-1.9%394,5599.5%Transportation
Qualys, Inc. stock logo
QLYS
Qualys
$41,201,738$7,234,535 â–²21.3%469,0019.1%Computer and Technology
LGI Homes, Inc. stock logo
LGIH
LGI Homes
$35,586,131$6,209,293 â–²21.1%900,2317.9%Finance
Equifax, Inc. stock logo
EFX
Equifax
$26,734,993$26,734,993 â–²New Holding148,4705.9%Business Services
Ziff Davis, Inc. stock logo
ZD
Ziff Davis
$23,651,467$33,121,168 â–¼-58.3%563,6675.2%Computer and Technology
Endava PLC Sponsored ADR stock logo
DAVA
Endava
$13,037,108$132,980 â–¼-1.0%2,949,5722.9%Computer and Technology
Open Text Corporation stock logo
OTEX
Open Text
$0$65,722,167 â–¼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data