Kensico Capital 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	–	Sell	-169,800	Closed	-$43.2M	–	22
2025 Q1	$43.2M	Buy	169,800 +66,400	+64%	+$16.9M	0.97%	19
2024 Q4	$31.1M	Buy	+103,400	New	+$31.1M	0.71%	20