Cdam as of Dec. 31, 2020
Portfolio Holdings for Cdam
Cdam holds 12 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Upland Software (UPLD) | 10.9 | $72M | 1.6M | 45.89 | |
| Proofpoint | 10.8 | $71M | 520k | 136.41 | |
| Anthem (ELV) | 9.9 | $65M | 202k | 321.09 | |
| Endava Ads (DAVA) | 9.7 | $64M | 830k | 76.75 | |
| Open Text Corp (OTEX) | 8.7 | $57M | 1.3M | 45.46 | |
| Lgi Homes (LGIH) | 8.5 | $55M | 524k | 105.85 | |
| Qualys (QLYS) | 7.9 | $52M | 427k | 121.87 | |
| Western Digital (WDC) | 7.8 | $51M | 918k | 55.39 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 7.6 | $50M | 562k | 89.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $46M | 26k | 1752.64 | |
| Echostar Corp Cl A (SATS) | 5.7 | $38M | 1.8M | 21.19 | |
| Athene Holding Cl A | 5.4 | $36M | 825k | 43.14 |
