Cdam (Uk) Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$450.9M
Q ending 2026-03-31
Prior quarter
$549.9M
Q ending 2025-12-31
Change
-18.0% QoQ · -27.1% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Core & Main Inc | CNM | Shares | $62.4M | 1.3M |
| Crh Plc | Shares | $60.9M | 579K | |
| Colliers Intl Group Inc | CIGI | Shares | $52.6M | 492K |
| Veeva Sys Inc | VEEV | Shares | $46.6M | 265K |
| Servicenow Inc | NOW | Shares | $45.3M | 434K |
| Transforce Inc | TFII | Shares | $42.9M | 395K |
| Qualys Inc | QLYS | Shares | $41.2M | 469K |
| Lgi Homes Inc | LGIH | Shares | $35.6M | 900K |
| Equifax Inc | EFX | Shares | $26.7M | 148K |
| Ziff Davis Inc | ZD | Shares | $23.7M | 564K |
| Endava Plc | DAVA | Shares | $13.0M | 2.9M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.