Cdam as of March 31, 2023
Portfolio Holdings for Cdam
Cdam holds 11 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 11.2 | $76M | 164k | 464.72 | |
| Qualys (QLYS) | 10.7 | $73M | 564k | 130.02 | |
| J Global (ZD) | 10.4 | $71M | 907k | 78.05 | |
| Lgi Homes (LGIH) | 10.2 | $70M | 611k | 114.03 | |
| Endava Ads (DAVA) | 9.8 | $67M | 993k | 67.18 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 9.6 | $66M | 623k | 105.55 | |
| Open Text Corp (OTEX) | 9.4 | $64M | 1.7M | 38.55 | |
| Western Digital (WDC) | 8.9 | $61M | 1.6M | 37.67 | |
| Tfii Cn (TFII) | 8.2 | $56M | 469k | 119.29 | |
| S&p Global (SPGI) | 6.9 | $47M | 136k | 344.77 | |
| Arko Corp (ARKO) | 4.8 | $33M | 3.9M | 8.49 |
