CDAM (UK) Ltd 13F Holdings

CIK 0001719387 · London, X0

As of Sep 30, 2025, CDAM (UK) Ltd reported 11 positions worth $554.4M in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
OPEN TEXT CORPOTEXTechnology2,003,255$74.9M13.51%
VEEVA SYSTEMS INCVEEVHealthcare227,982$67.9M12.25%
CRH PUBLIC LTD COCRHBasic Materials546,432$65.5M11.82%
COLLIERS INTERNATIONAL GROUP INCCIGIReal Estate418,395$65.4M11.79%
CORE & MAIN INCCNMIndustrials1,162,742$62.6M11.29%
ZIFF DAVIS INCZDCommunication Services1,268,718$48.3M8.72%
QUALYS INCQLYSTechnology353,710$46.8M8.44%
TFI INTERNATIONAL INCTFIIIndustrials389,321$34.3M6.18%
SERVICENOW INCNOWTechnology37,170$34.2M6.17%
LGI HOMES INCLGIHConsumer Cyclical644,063$33.3M6.01%
ENDAVA PLCDAVATechnology2,324,580$21.2M3.82%