Notify me when CDAM (UK) Ltd files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 11 | $554,358,063 | +$1,425,497 | -$80,728,918 | -$79,303,421 | OTEX, VEEV, CRH, CIGI, CNM | 13F-HR | 13 Nov 2025, 09:15 |
| Q2 2025 | 11 | $601,305,987 | +$414,569 | -$60,878,443 | -$60,463,874 | CNM, CIGI, VEEV, OTEX, QLYS | 13F-HR | 13 Aug 2025, 09:20 |
| Q1 2025 | 11 | $618,261,270 | +$119,810,047 | -$33,052,214 | +$86,757,833 | QLYS, CIGI, CNM, VEEV, OTEX | 13F-HR | 14 May 2025, 06:16 |
| Q4 2024 | 10 | $666,439,551 | +$45,193,311 | -$39,128,582 | +$6,064,729 | QLYS, CIGI, ZD, CNM, DAVA | 13F-HR | 13 Feb 2025, 06:30 |
| Q3 2024 | 10 | $676,869,405 | +$30,968,863 | -$57,851,846 | -$26,882,983 | CIGI, LGIH, OTEX, ELV, NOW | 13F-HR | 13 Nov 2024, 09:45 |
| Q2 2024 | 10 | $669,556,385 | +$50,024,340 | -$98,267,920 | -$48,243,580 | NOW, ELV, CIGI, ZD, OTEX | 13F-HR | 13 Aug 2024, 12:12 |
| Q1 2024 | 11 | $803,916,114 | +$129,213,857 | -$77,040,273 | +$52,173,584 | WDC, OTEX, LGIH, CIGI, NOW | 13F-HR | 14 May 2024, 08:08 |
| Q4 2023 | 10 | $807,474,896 | +$58,320,467 | -$66,305,121 | -$7,984,654 | DAVA, OTEX, LGIH, CIGI, WDC | 13F-HR | 13 Feb 2024, 09:08 |
| Q3 2023 | 10 | $660,782,099 | +$17,219,474 | -$54,861,721 | -$37,642,247 | NOW, QLYS, DAVA, WDC, OTEX | 13F-HR | 13 Nov 2023, 10:04 |
| Q2 2023 | 11 | $703,844,614 | +$15,021,608 | -$3,622,789 | +$11,398,819 | NOW, LGIH, QLYS, OTEX, DAVA | 13F-HR | 11 Aug 2023, 09:57 |
| Q1 2023 | 11 | $682,915,383 | +$25,586,499 | -$41,021,098 | -$15,434,599 | NOW, QLYS, ZD, LGIH, DAVA | 13F-HR | 11 May 2023, 11:10 |
| Q4 2022 | 12 | $630,526,538 | +$31,748,558 | -$17,718,038 | +$14,030,520 | ZD, DAVA, NOW, QLYS, LGIH | 13F-HR | 13 Feb 2023, 09:25 |
| Q3 2022 | 12 | $611,381,000 | +$114,391,937 | -$71,130,690 | +$43,261,247 | QLYS, NOW, ZD, ARKO, CIGI | 13F-HR | 14 Nov 2022, 09:06 |
| Q2 2022 | 12 | $668,506,000 | +$92,183,077 | -$79,154,093 | +$13,028,984 | QLYS, NOW, CIGI, OTEX, ELV | 13F-HR | 12 Aug 2022, 06:13 |
| Q1 2022 | 12 | $763,622,000 | +$74,809,770 | -$64,139,059 | +$10,670,711 | QLYS, ELV, CIGI, DAVA, OTEX | 13F-HR | 13 May 2022, 07:04 |
| Q4 2021 | 12 | $834,406,000 | +$21,058,436 | -$69,525,305 | -$48,466,869 | DAVA, CIGI, QLYS, ELV, OTEX | 13F-HR | 14 Feb 2022, 10:17 |
| Q3 2021 | 13 | $811,932,000 | +$73,497,147 | -$45,915,901 | +$27,581,246 | CIGI, DAVA, OTEX, QLYS, ELV | 13F-HR | 12 Nov 2021, 09:12 |
| Q2 2021 | 12 | $775,342,000 | +$34,363,687 | -$68,789,090 | -$34,425,403 | DAVA, OTEX, ELV, LGIH, CIGI | 13F-HR | 13 Aug 2021, 14:04 |
| Q1 2021 | 13 | $755,831,000 | +$101,809,193 | -$58,514,447 | +$43,294,746 | UPLD, LGIH, OTEX, DAVA, ELV | 13F-HR | 13 May 2021, 12:46 |
| Q4 2020 | 12 | $655,338,000 | +$60,472,287 | -$99,509,548 | -$39,037,261 | UPLD, PFPT, ELV, DAVA, OTEX | 13F-HR | 11 Feb 2021, 14:10 |
| Q3 2020 | 13 | $597,607,000 | +$20,519,063 | -$13,953,135 | +$6,565,928 | DAVA, UPLD, LGIH, OTEX, NOW | 13F-HR | 12 Nov 2020, 14:20 |
| Q2 2020 | 14 | $554,962,000 | +$15,235,286 | -$6,918,970 | +$8,316,316 | OTEX, PFPT, UPLD, ATH, GOOGL | 13F-HR | 13 Aug 2020, 11:39 |
| Q1 2020 | 14 | $450,248,000 | +$113,950,003 | -$109,109,120 | +$4,840,883 | SATS, PFPT, OTEX, ATH, UPLD | 13F-HR | 14 May 2020, 12:05 |
| Q4 2019 | 15 | $588,861,000 | +$13,601,339 | -$23,025,256 | -$9,423,917 | ATH, SATS, OTEX, ELV, GOOGL | 13F-HR | 13 Feb 2020, 11:05 |
| Q3 2019 | 15 | $561,485,000 | +$134,774,367 | -$81,752,175 | +$53,022,192 | ATH, OTEX, SATS, GOOGL, PFPT | Restatement | 18 Nov 2019, 11:27 |
| Q2 2019 | 15 | $513,549,000 | +$15,518,551 | -$52,452,853 | -$36,934,302 | OTEX, SATS, ATH, HTH, UPLD | 13F-HR | 13 Aug 2019, 10:48 |
| Q1 2019 | 14 | $526,455,000 | +$27,904,012 | -$28,143,376 | -$239,364 | OTEX, GOOGL, ATH, SATS, HTH | 13F-HR | 14 May 2019, 09:15 |
| Q4 2018 | 15 | $456,758,000 | +$94,349,594 | -$55,058,377 | +$39,291,217 | OTEX, ATH, GOOGL, SATS, HTH | 13F-HR | 13 Feb 2019, 10:06 |
| Q3 2018 | 11 | $528,375,000 | +$27,434,000 | -$15,843,503 | +$11,590,497 | ATH, OTEX, SATS, GOOGL, C | 13F-HR | 13 Nov 2018, 09:13 |
| Q2 2018 | 10 | $478,731,000 | +$110,963,731 | -$7,813,174 | +$103,150,557 | GOOGL, OTEX, SATS, ATH, HTH | 13F-HR | 09 Aug 2018, 06:06 |
| Q1 2018 | 10 | $377,414,000 | +$31,780,594 | -$62,061,092 | -$30,280,498 | APO, ATH, SATS, GOOGL, HTH | 13F-HR | 15 May 2018, 08:49 |
| Q4 2017 | 12 | $442,146,000 | $0 | $0 | $0 | APO, GOOGL, SATS, HTH, ATH | 13F-HR | 12 Feb 2018, 09:12 |