CDAM (UK) Ltd
LONDON, X0 · CIK 1719387 · 13F filing filed 2026-08-13
SEC-registered investment adviser since 2015 · other (specify)
- Assets managed$953.7m
- Staff10 · 4 in investment roles
- Main clients (by assets)State and local governments 99%, Private funds 1%
- Private funds1 (1 hedge) · $11.5m gross assets
- Form ADV · 2026-06-25SEC adviser record
- Legal entityCDAM (UK) LIMITED (GB)
- Kindhedge funds, institutions, futures
- Others nearbyLondon
As an employer
- Offices in1 country
- Private fundshedge 1
$387.4m
reported value
-14.1% vs Q1 2026
12positions
93.2%in top 10
1 new
1 added
10 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| CORE & MAIN INC CNM | $49.1m12.68% | Reduced -245.5k |
| LGI HOMES INC LGIH | $46.2m11.93% | Reduced -174.8k |
| SERVICENOW INC NOW | $39.3m10.13% | Reduced -38.3k |
| VEEVA SYS INC VEEV | $37.8m9.77% | Reduced -52.0k |
| COLLIERS INTL GROUP INC CIGI | $37.2m9.60% | Reduced -95.6k |
| TFI INTL INC TFII | $36.5m9.43% | Reduced -140.0k |
| EQUIFAX INC EFX | $32.6m8.41% | Added +56.8k |
| QUALYS INC QLYS | $30.2m7.80% | Reduced -249.1k |
| CRH PLC CRH | $28.4m7.34% | Reduced -313.8k |
| ZIFF DAVIS INC ZD | $23.7m6.13% | Reduced -110.2k |
| THERMO FISHER SCIENTIFIC INC TMO | $19.5m5.04% | New |
| ENDAVA PLC DAVA | $6.7m1.73% | Reduced -574.9k |