Cdam as of Sept. 30, 2020
Portfolio Holdings for Cdam
Cdam holds 13 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endava Ads (DAVA) | 9.9 | $59M | 935k | 63.00 | |
| Upland Software (UPLD) | 9.3 | $55M | 1.5M | 37.70 | |
| Lgi Homes (LGIH) | 9.0 | $54M | 462k | 116.17 | |
| Open Text Corp (OTEX) | 8.8 | $53M | 1.3M | 42.24 | |
| Servicenow (NOW) | 8.7 | $52M | 107k | 485.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.3 | $50M | 34k | 1465.60 | |
| Proofpoint | 8.2 | $49M | 467k | 105.55 | |
| Athene Holding Cl A | 8.1 | $49M | 1.4M | 34.08 | |
| Anthem (ELV) | 7.4 | $44M | 165k | 268.59 | |
| Echostar Corp Cl A (SATS) | 6.7 | $40M | 1.6M | 24.89 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 6.1 | $37M | 547k | 66.69 | |
| Qualys (QLYS) | 5.3 | $32M | 323k | 98.01 | |
| Western Digital (WDC) | 4.2 | $25M | 683k | 36.55 |
