Jericho Capital Asset Management’s Cadence Design Systems CDNS Stock Holding History

Jericho Capital Asset Management’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
2024 Q2	–	Sell	-429,743	Closed	-$134M	–	24
2024 Q1	$134M	Sell	429,743 -104,309	-20%	-$30.9M	3.57%	11
2023 Q4	$145M	Sell	534,052 -126,999	-19%	-$32.7M	4.45%	10
2023 Q3	$155M	Sell	661,051 -406,000	-38%	-$95M	5.27%	9
2023 Q2	$250M	Buy	1,067,051 +721,344	+209%	+$157M	9.79%	3
2023 Q1	$72.6M	Buy	+345,707	New	+$65.4M	3.02%	13
2015 Q4	–	Sell	-2,484,005	Closed	-$51.4M	–	29
2015 Q3	$51.4M	Buy	+2,484,005	New	+$50.6M	3.2%	12

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jericho Capital Asset Management's CDNS Position: Q2 2024 in Review

Jericho Capital Asset Management sold out of Cadence Design Systems (CDNS) in Q2 2024, closing a stake of 429,743 shares — an estimated $134M sold.

Jericho Capital Asset Management first reported a position in CDNS in Q3 2015 and held it in 6 quarters. The position peaked at $250M in Q2 2023. 1,269 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

Jericho Capital Asset Management reported no remaining Cadence Design Systems position as of Q2 2024 after selling out during the quarter.
Jericho Capital Asset Management sold 429,743 Cadence Design Systems shares in Q2 2024, an estimated $134M.
Jericho Capital Asset Management first reported a position in Cadence Design Systems in Q3 2015 and held it in 6 quarters.
Jericho Capital Asset Management's Cadence Design Systems position peaked at $250M in Q2 2023.
1,269 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Jericho Capital Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.