Eminence Capital’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-4,439,135
Closed -$76.4M 69
2014
Q3
$76.4M Sell
4,439,135
-3,862,042
-47% -$66.5M 1.12% 44
2014
Q2
$145M Sell
8,301,177
-254,643
-3% -$4.45M 2.4% 13
2014
Q1
$133M Buy
+8,555,820
New +$133M 2.15% 11