Holdings of CDAM (UK) Ltd
8 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Technology 31.2 %
- Industrials 9.1 %
- Unattributed 59.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 95.6 %
- GB 4.4 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 281.5M $ | 95.57 % |
| 2 | GB | 1 | 13M $ | 4.43 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Core & Main Inc | 1,263,247 | 62.4M $ | |
| 2 | Veeva Systems Inc | 265,254 | 46.6M $ | |
| 3 | ServiceNow Inc | 433,759 | 45.3M $ | |
| 4 | Qualys Inc | 469,001 | 41.2M $ | |
| 5 | LGI Homes Inc | 900,231 | 35.6M $ | |
| 6 | Equifax Inc | 148,470 | 26.7M $ | |
| 7 | Ziff Davis Inc | 563,667 | 23.7M $ | |
| 8 | Endava PLC | 2,949,572 | 13M $ |