Cdam as of Sept. 30, 2022
Portfolio Holdings for Cdam
Cdam holds 12 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualys (QLYS) | 12.4 | $76M | 542k | 139.39 | |
| Servicenow (NOW) | 9.9 | $61M | 161k | 377.61 | |
| J Global (ZD) | 9.5 | $58M | 848k | 68.48 | |
| Arko Corp (ARKO) | 9.0 | $55M | 5.9M | 9.39 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 9.0 | $55M | 603k | 91.66 | |
| Endava Ads (DAVA) | 8.4 | $51M | 637k | 80.63 | |
| Lgi Homes (LGIH) | 7.9 | $49M | 596k | 81.37 | |
| Tfii Cn (TFII) | 7.2 | $44M | 490k | 90.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $42M | 437k | 95.65 | |
| S&p Global (SPGI) | 6.8 | $42M | 136k | 305.35 | |
| Open Text Corp (OTEX) | 6.5 | $40M | 1.5M | 26.44 | |
| Western Digital (WDC) | 6.5 | $40M | 1.2M | 32.55 |
