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Home > Institutional Investor > Cdam (uk) Ltd > Profile

Instuitional Investor - Cdam (uk) Ltd

Fund Profile
Filing Period:
Fund Name: Cdam (uk) Ltd
Portfolio Value $387,380,492
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Core & Main Inc.
 CNM 1,017,772 $49,107,499 12.68%
2.
Lgi Homes Inc.
 LGIH 725,470 $46,197,930 11.93%
3.
Servicenow Inc.
 NOW 395,457 $39,260,971 10.13%
4.
Veeva Systems Inc
 VEEV 213,248 $37,845,123 9.77%
5.
Colliers International Group Inc.
 CIGI 396,422 $37,180,420 9.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.