JCAM
Jericho Capital Asset Management’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-429,743
| Closed | -$134M | – | 24 |
|
|
2024
Q1 | $134M | Sell |
429,743
-104,309
| -20% | -$32.5M | 3.57% | 11 |
|
|
2023
Q4 | $145M | Sell |
534,052
-126,999
| -19% | -$34.6M | 4.45% | 10 |
|
|
2023
Q3 | $155M | Sell |
661,051
-406,000
| -38% | -$95.1M | 5.27% | 9 |
|
|
2023
Q2 | $250M | Buy |
1,067,051
+721,344
| +209% | +$169M | 9.79% | 3 |
|
|
2023
Q1 | $72.6M | Buy |
+345,707
| New | +$72.6M | 3.02% | 13 |
|
|
2015
Q4 | – | Sell |
-2,484,005
| Closed | -$51.4M | – | 28 |
|
|
2015
Q3 | $51.4M | Buy |
+2,484,005
| New | +$51.4M | 3.2% | 12 |
|