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Carmignac Gestion’s Cadence Design Systems CDNS Stock Holding History

Carmignac Gestion’s Portfolio CDNS Stock Details CDNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,586
Closed -$3.63M – 117
2025
Q4 		$3.63M Sell
11,586
-206,602
-95% -$67.4M 0.05% 86
2025
Q3 		$76.6M Sell
218,188
-135,838
-38% -$46.7M 1.14% 24
2025
Q2 		$109M Sell
354,026
-70,797
-17% -$20.6M 1.68% 20
2025
Q1 		$108M Buy
424,823
+126,960
+43% +$35.3M 1.77% 20
2024
Q4 		$89.5M Sell
297,863
-5,945
-2% -$1.73M 1.43% 22
2024
Q3 		$82.3M Buy
303,808
+251,539
+481% +$69.5M 1.37% 23
2024
Q2 		$16.1M Buy
+52,269
New +$15.5M 0.28% 51
2023
Q3 		– Sell
-1,000
Closed -$235K – 150
2023
Q2 		$235K Buy
+1,000
New +$218K ﹤0.01% 152

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carmignac Gestion's CDNS Position: Q1 2026 in Review

Carmignac Gestion sold out of Cadence Design Systems (CDNS) in Q1 2026, closing a stake of 11,586 shares — an estimated $3.63M sold.

Carmignac Gestion first reported a position in CDNS in Q2 2023 and held it in 8 quarters. The position peaked at $109M in Q2 2025. 1,401 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Carmignac Gestion reported no remaining Cadence Design Systems position as of Q1 2026 after selling out during the quarter.
  • Carmignac Gestion sold 11,586 Cadence Design Systems shares in Q1 2026, an estimated $3.63M.
  • Carmignac Gestion first reported a position in Cadence Design Systems in Q2 2023 and held it in 8 quarters.
  • Carmignac Gestion's Cadence Design Systems position peaked at $109M in Q2 2025.
  • 1,401 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Carmignac Gestion's 13F filing for Q1 2026, filed 15 Jun 2026.