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CDAM (UK) Ltd · 13F Holdings
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CDAM (UK) Ltd

No.4973 Data as of 2026Q2
Latest AUM (Q2 2026)
$387.4M
QoQ Change Q1 2026
-$63.5M-14.1%
Holdings
12
New Buys
1
Adds
1
Reduces
10
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CORE & MAIN INCCNM
12.68%13.84%$49.1M1.0M$62.4M1.3M-245,475-19.43%Reduce
LGI HOMES INCLGIH
11.93%7.89%$46.2M725,470$35.6M900,231-174,761-19.41%Reduce
SERVICENOW INCNOW
10.13%10.06%$39.3M395,457$45.3M433,759-38,302-8.83%Reduce
VEEVA SYS INCVEEV
9.77%10.33%$37.8M213,248$46.6M265,254-52,006-19.61%Reduce
COLLIERS INTL GROUP INCCIGI
9.6%11.66%$37.2M396,422$52.6M492,024-95,602-19.43%Reduce
TFI INTERNATIONAL INCTFII
9.43%9.51%$36.5M254,560$42.9M394,559-139,999-35.48%Reduce
EQUIFAX INCEFX
8.41%5.93%$32.6M205,288$26.7M148,470+56,818+38.27%Add
QQUALYS INCQLYS
7.8%9.14%$30.2M219,862$41.2M469,001-249,139-53.12%Reduce
CCRH PLCCRH
7.34%13.51%$28.4M265,665$60.9M579,495-313,830-54.16%Reduce
ZIFF DAVIS INCZD
6.13%5.25%$23.7M453,502$23.7M563,667-110,165-19.54%Reduce
TTHERMO FISHER SCIENTIFIC INCTMO
5.04%$19.5M38,960$00+38,960New Buy
EENDAVA PLC ADSDAVA
1.73%2.89%$6.7M2.4M$13.0M2.9M-574,946-19.49%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow