CDAM (UK) Ltd
LONDON X0 · SEC CIK 0001719387
$3.87亿2026Q2 申报市值
12持仓数
93.2%前十大占比 · 第一大 12.7%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TMO 新建仓+$1,953.30万
EFX 加仓+$901.82万
2026Q2 卖出最多 按季末市值估算
QLYS 减仓-$3,425.41万
CRH 减仓-$3,357.98万
TFII 减仓-$2,009.97万
CNM 减仓-$1,184.42万
LGIH 减仓-$1,112.88万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | ENDAVA PLC | $672.02万 | 1.73% | 2,374,626 | -574,946 | -19.5% | -$162.71万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,953.30万 | 5.04% | 38,960 | 38,960 | — | $1,953.30万 | 新建仓 |
| ZD | ZIFF DAVIS INC | $2,374.99万 | 6.13% | 453,502 | -110,165 | -19.5% | -$576.93万 | 减仓 |
| CRH | CRH PLC | $2,842.62万 | 7.34% | 265,665 | -313,830 | -54.2% | -$3,357.98万 | 减仓 |
| QLYS | QUALYS INC | $3,022.88万 | 7.80% | 219,862 | -249,139 | -53.1% | -$3,425.41万 | 减仓 |
| EFX | EQUIFAX INC | $3,258.33万 | 8.41% | 205,288 | 56,818 | 38.3% | $901.82万 | 加仓 |
| TFII | TFI INTERNATIONAL INC | $3,654.72万 | 9.43% | 254,560 | -139,999 | -35.5% | -$2,009.97万 | 减仓 |
| CIGI | COLLIERS INTL GROUP INC | $3,718.04万 | 9.60% | 396,422 | -95,602 | -19.4% | -$896.65万 | 减仓 |
| VEEV | VEEVA SYS INC | $3,784.51万 | 9.77% | 213,248 | -52,006 | -19.6% | -$922.95万 | 减仓 |
| NOW | SERVICENOW INC | $3,926.10万 | 10.13% | 395,457 | -38,302 | -8.8% | -$380.26万 | 减仓 |
| LGIH | LGI HOMES INC | $4,619.79万 | 11.93% | 725,470 | -174,761 | -19.4% | -$1,112.88万 | 减仓 |
| CNM | CORE & MAIN INC | $4,910.75万 | 12.68% | 1,017,772 | -245,475 | -19.4% | -$1,184.42万 | 减仓 |