Bornite Capital Management’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
Other funds holding CDNS
Bornite Capital Management's CDNS Position: Q2 2026 in Review
Bornite Capital Management opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 100,000 shares worth $37.5M. The stake represents 4.72% of the portfolio and ranks #14 among its holdings. This is a return to the name: Bornite Capital Management previously reported a position in CDNS as recently as Q2 2025.
Bornite Capital Management first reported a position in CDNS in Q2 2023 and has held it in 5 quarters since. 1,508 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.
- Bornite Capital Management held 100,000 shares of Cadence Design Systems worth $37.5M as of Q2 2026.
- Cadence Design Systems was a new Bornite Capital Management position in Q2 2026.
- Cadence Design Systems made up 4.72% of Bornite Capital Management's portfolio in Q2 2026, its #14 holding.
- Bornite Capital Management first reported a position in Cadence Design Systems in Q2 2023 and has held it in 5 quarters since.
- 1,508 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.
Based on Bornite Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.