- New Purchases: ZD,
- Added Positions: ARKO, WDC, UPLD,
- Reduced Positions: DAVA, GOOGL, LGIH, QLYS, OTEX, ANTM, INFO, SATS,
For the details of CDAM (UK) Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/cdam+%28uk%29+ltd/current-portfolio/portfolioThese are the top 5 holdings of CDAM (UK) Ltd
- Colliers International Group Inc (CIGI) - 596,502 shares, 9.38% of the total portfolio.
- Endava PLC (DAVA) - 558,240 shares, 9.34% of the total portfolio. Shares reduced by 31.88%
- Open Text Corp (OTEX) - 1,510,342 shares, 9.07% of the total portfolio. Shares reduced by 1.38%
- Qualys Inc (QLYS) - 643,732 shares, 8.82% of the total portfolio. Shares reduced by 1.81%
- Anthem Inc (ANTM) - 188,134 shares, 8.64% of the total portfolio. Shares reduced by 1.49%
CDAM (UK) Ltd initiated holding in Ziff Davis Inc. The purchase prices were between $111.99 and $127.48, with an estimated average price of $120.01. The stock is now traded at around $130.860000. The impact to a portfolio due to this purchase was 6.44%. The holding were 450,911 shares as of 2021-09-30.
Here is the complete portfolio of CDAM (UK) Ltd. Also check out:
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2. CDAM (UK) Ltd's Top Growth Companies, and
3. CDAM (UK) Ltd's High Yield stocks
4. Stocks that CDAM (UK) Ltd keeps buying