CDAM (UK) Ltd
LONDON X0 · SEC CIK 0001719387
$4.51亿2026Q1 申报市值
11持仓数
97.1%前十大占比 · 第一大 13.8%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EFX 新建仓+$2,673.50万
NOW 加仓+$1,504.88万
CIGI 加仓+$751.75万
QLYS 加仓+$723.45万
LGIH 加仓+$620.93万
2026Q1 卖出最多 按季末市值估算
OTEX 清仓-$6,572.22万
ZD 减仓-$3,312.12万
TFII 减仓-$82.30万
CNM 减仓-$65.87万
ENDAVA PLC 减仓-$13.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CNM | CORE & MAIN INC | $6,240.44万 | 13.84% | 1,263,247 | -13,335 | -1.0% | -$65.87万 | 减仓 |
| CRH | CRH PLC | $6,091.65万 | 13.51% | 579,495 | 33,193 | 6.1% | $348.92万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $5,259.24万 | 11.66% | 492,024 | 70,329 | 16.7% | $751.75万 | 加仓 |
| VEEV | VEEVA SYS INC | $4,659.45万 | 10.33% | 265,254 | 32,292 | 13.9% | $567.24万 | 加仓 |
| NOW | SERVICENOW INC | $4,534.95万 | 10.06% | 433,759 | 143,939 | 49.7% | $1,504.88万 | 加仓 |
| TFII | TRANSFORCE INC | $4,286.09万 | 9.51% | 394,559 | -7,576 | -1.9% | -$82.30万 | 减仓 |
| QLYS | QUALYS INC | $4,120.17万 | 9.14% | 469,001 | 82,351 | 21.3% | $723.45万 | 加仓 |
| LGIH | LGI HOMES INC | $3,558.61万 | 7.89% | 900,231 | 157,078 | 21.1% | $620.93万 | 加仓 |
| EFX | EQUIFAX INC | $2,673.50万 | 5.93% | 148,470 | 148,470 | — | $2,673.50万 | 新建仓 |
| ZD | ZIFF DAVIS INC | $2,365.15万 | 5.25% | 563,667 | -789,351 | -58.3% | -$3,312.12万 | 减仓 |
| — | ENDAVA PLC | $1,303.71万 | 2.89% | 2,949,572 | -30,086 | -1.0% | -$13.30万 | 减仓 |
| OTEX | OTEX US Equity | $0 | 0.00% | 0 | -2,017,255 | -100.0% | -$6,572.22万 | 清仓 |