Cdam as of June 30, 2022
Portfolio Holdings for Cdam
Cdam holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualys (QLYS) | 12.4 | $83M | 658k | 126.14 | |
| Servicenow (NOW) | 10.5 | $70M | 148k | 475.52 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 9.9 | $66M | 603k | 109.71 | |
| Open Text Corp (OTEX) | 8.5 | $57M | 1.5M | 37.84 | |
| Anthem (ELV) | 8.2 | $55M | 114k | 482.57 | |
| J Global (ZD) | 7.9 | $53M | 711k | 74.53 | |
| Lgi Homes (LGIH) | 7.5 | $50M | 578k | 86.90 | |
| Arko Corp (ARKO) | 7.2 | $48M | 5.9M | 8.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $48M | 22k | 2179.26 | |
| Endava Ads (DAVA) | 7.0 | $47M | 532k | 88.27 | |
| Western Digital (WDC) | 6.9 | $46M | 1.0M | 44.83 | |
| S&p Global (SPGI) | 6.9 | $46M | 136k | 337.06 |
