CDAM (UK) Ltd
•CIK: 1719387•Filing: Q4 2025
**CDAM (UK) Ltd** manages $550M across a concentrated portfolio of 11 positions. The fund exhibits significant conviction in technology and growth names, with top holdings including BX at $68.2M and CNM at $66.3M. Further notable allocations include OTX ($65.7M) and CIGI ($62.0M), representing substantial capital deployment into specific market segments. This structure suggests a highly selective, high-conviction approach to capital appreciation.
Total AUM
$549.9M
QoQ Performance
-0.8%
Positions
11
Top 10 Concentration
96.6%
Latest Filing
Q4 2025
Top Holdings Allocation
CRH
CNM
OTX
CIGI
VEEV
QLYS
JXC1
NOW
CRH12.4%
CNM12.1%
OTX12.0%
CIGI11.3%
VEEV9.5%
QLYS9.3%
JXC18.6%
NOW8.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other87.6%
Materials12.4%
Changes from Q3 2025
↑10 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023