Kodai Capital Management’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$5.54M Sell
21,764
-10,185
-32% -$2.83M 0.22% 106
2024
Q4
$9.6M Buy
31,949
+2,163
+7% +$629K 0.39% 67
2024
Q3
$8.07M Sell
29,786
-102,784
-78% -$28.4M 0.17% 116
2024
Q2
$40.8M Sell
132,570
-60,989
-32% -$18.1M 0.78% 43
2024
Q1
$60.3M Buy
193,559
+106,590
+123% +$31.5M 1.41% 25
2023
Q4
$23.7M Buy
+86,969
New +$22.4M 0.48% 63

Other funds holding CDNS

Kodai Capital Management's CDNS Position: Q1 2025 in Review

Kodai Capital Management reduced its Cadence Design Systems (CDNS) stake by 32% in Q1 2025, selling an estimated $2.83M and leaving 21,764 shares worth $5.54M. The position accounts for 0.22% of the portfolio, ranked #106.

Kodai Capital Management first reported a position in CDNS in Q4 2023 and has held it in 6 quarters since. The position peaked at $60.3M in Q1 2024. 1,230 funds tracked by Wall St. Rank hold CDNS as of Q1 2025.

  • Kodai Capital Management held 21,764 shares of Cadence Design Systems worth $5.54M as of Q1 2025.
  • Kodai Capital Management sold 10,185 Cadence Design Systems shares in Q1 2025, an estimated $2.83M.
  • Cadence Design Systems made up 0.22% of Kodai Capital Management's portfolio in Q1 2025, its #106 holding.
  • Kodai Capital Management first reported a position in Cadence Design Systems in Q4 2023 and has held it in 6 quarters since.
  • Kodai Capital Management's Cadence Design Systems position peaked at $60.3M in Q1 2024.
  • 1,230 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.