Universe · entity
CDAM (UK) Ltd
Institutional manager (13F) · CIK 1719387
13F holdings · as of 2026-03-31 · top 11 · reported portfolio $451M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CORE & MAIN INC | $62M | 1,263,247 |
| 2 | CRH PLC | $61M | 579,495 |
| 3 | COLLIERS INTL GROUP INC | $53M | 492,024 |
| 4 | VEEVA SYS INC | $47M | 265,254 |
| 5 | SERVICENOW INC | $45M | 433,759 |
| 6 | TRANSFORCE INC | $43M | 394,559 |
| 7 | QUALYS INC | $41M | 469,001 |
| 8 | LGI HOMES INC | $36M | 900,231 |
| 9 | EQUIFAX INC | $27M | 148,470 |
| 10 | ZIFF DAVIS INC | $24M | 563,667 |
| 11 | ENDAVA PLC | $13M | 2,949,572 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.