FengHe Fund 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	$21.4M	Buy	+69,300	New	+$21.4M	3.5%	12
2024 Q4	–	Sell	-22,920	Closed	-$6.21M	–	18
2024 Q3	$6.21M	Sell	22,920 -238,520	-91%	-$64.6M	1.84%	15
2024 Q2	$80.5M	Sell	261,440 -13,560	-5%	-$4.17M	11.22%	2
2024 Q1	$85.6M	Buy	+275,000	New	+$85.6M	10.78%	2