Bornite Capital Management’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Buy |
+80,000
| New | +$24.7M | 2.47% | 25 |
|
|
2024
Q3 | – | Sell |
-60,000
| Closed | -$18.5M | – | 41 |
|
|
2024
Q2 | $18.5M | Buy |
60,000
+40,000
| +200% | +$12.3M | 3.04% | 6 |
|
|
2024
Q1 | $6.23M | Buy |
+20,000
| New | +$6.23M | 1.04% | 30 |
|
|
2023
Q3 | – | Sell |
-50,000
| Closed | -$11.7M | – | 48 |
|
|
2023
Q2 | $11.7M | Buy |
+50,000
| New | +$11.7M | 2.27% | 23 |
|