CDAM (UK) Ltd
CIK 0001719387 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$387.4M
2026 Q2
Positions
12
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
93.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CNM
CORE & MAIN INC
12.7%
LGIH
LGI HOMES INC
11.9%
NOW
SERVICENOW INC
10.1%
VEEV
VEEVA SYS INC
9.8%
CIGI
COLLIERS INTL GROUP INC
9.6%
TFII
TFI INTERNATIONAL INC
9.4%
EFX
EQUIFAX INC
8.4%
QLYS
QUALYS INC
7.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.