CDAM (UK) Ltd
特别关注No.4973 数据截至 2026Q2环比变动 Q1 2026
-$6,354.9万-14.1%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 CORE & MAINCNM |
| 12.68% | 13.84% | $4,910.7万 | 101.8万股 | $6,240.4万 | 126.3万股 | -24.5万股-19.43% | 减仓 |
 LGI HOMESLGIH |
| 11.93% | 7.89% | $4,619.8万 | 72.5万股 | $3,558.6万 | 90.0万股 | -17.5万股-19.41% | 减仓 |
 ServiceNowNOW |
| 10.13% | 10.06% | $3,926.1万 | 39.5万股 | $4,535.0万 | 43.4万股 | -3.8万股-8.83% | 减仓 |
 VeevaVEEV |
| 9.77% | 10.33% | $3,784.5万 | 21.3万股 | $4,659.5万 | 26.5万股 | -5.2万股-19.61% | 减仓 |
 COLLIERS INTLCIGI |
| 9.6% | 11.66% | $3,718.0万 | 39.6万股 | $5,259.2万 | 49.2万股 | -9.6万股-19.43% | 减仓 |
 TFI INTERNATIONALTFII |
| 9.43% | 9.51% | $3,654.7万 | 25.5万股 | $4,286.1万 | 39.5万股 | -14.0万股-35.48% | 减仓 |
 EquifaxEFX |
| 8.41% | 5.93% | $3,258.3万 | 20.5万股 | $2,673.5万 | 14.8万股 | +5.7万股+38.27% | 加仓 |
| QQualysQLYS |
| 7.8% | 9.14% | $3,022.9万 | 22.0万股 | $4,120.2万 | 46.9万股 | -24.9万股-53.12% | 减仓 |
| CCRHCRH |
| 7.34% | 13.51% | $2,842.6万 | 26.6万股 | $6,091.7万 | 57.9万股 | -31.4万股-54.16% | 减仓 |
 ZIFF DAVISZD |
| 6.13% | 5.25% | $2,375.0万 | 45.4万股 | $2,365.1万 | 56.4万股 | -11.0万股-19.54% | 减仓 |
| T赛默飞世尔TMO |
| 5.04% | — | $1,953.3万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| EENDAVA PLC ADSDAVA |
| 1.73% | 2.89% | $672.0万 | 237.5万股 | $1,303.7万 | 295.0万股 | -57.5万股-19.49% | 减仓 |
