Light Street Capital Management’s Cadence Design Systems CDNS Stock Holding History

Light Street Capital 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
2025 Q4	–	Sell	-2,412	Closed	-$847K	–	27
2025 Q3	$847K	Sell	2,412 -3,544	-60%	-$1.22M	0.14%	27
2025 Q2	$1.84M	Buy	5,956 +45	+0.8%	+$13.1K	0.37%	22
2025 Q1	$1.5M	Buy	5,911 +5,131	+658%	+$1.43M	0.42%	19
2024 Q4	$234K	Buy	+780	New	+$227K	0.04%	27

Other funds holding CDNS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Light Street Capital Management's CDNS Position: Q4 2025 in Review

Light Street Capital Management sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 2,412 shares — an estimated $847K sold.

Light Street Capital Management first reported a position in CDNS in Q4 2024 and held it in 4 quarters. The position peaked at $1.84M in Q2 2025. 1,441 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

Light Street Capital Management reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
Light Street Capital Management sold 2,412 Cadence Design Systems shares in Q4 2025, an estimated $847K.
Light Street Capital Management first reported a position in Cadence Design Systems in Q4 2024 and held it in 4 quarters.
Light Street Capital Management's Cadence Design Systems position peaked at $1.84M in Q2 2025.
1,441 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on Light Street Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.