Lone Pine Capital’s Cadence Design Systems CDNS Stock Holding History

Lone Pine Capital’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 Q2	–	Sell	-1,218,389	Closed	-$310M	–	26
2025 Q1	$310M	Buy	+1,218,389	New	+$339M	2.68%	19
2020 Q2	–	Sell	-1,288,594	Closed	-$85.1M	–	31
2020 Q1	$85.1M	Buy	+1,288,594	New	+$89.4M	0.51%	34

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lone Pine Capital's CDNS Position: Q2 2025 in Review

Lone Pine Capital sold out of Cadence Design Systems (CDNS) in Q2 2025, closing a stake of 1,218,389 shares — an estimated $310M sold.

Lone Pine Capital first reported a position in CDNS in Q1 2020 and held it in 2 quarters. The position peaked at $310M in Q1 2025. 1,330 funds tracked by Wall St. Rank hold CDNS as of Q2 2025.

Lone Pine Capital reported no remaining Cadence Design Systems position as of Q2 2025 after selling out during the quarter.
Lone Pine Capital sold 1,218,389 Cadence Design Systems shares in Q2 2025, an estimated $310M.
Lone Pine Capital first reported a position in Cadence Design Systems in Q1 2020 and held it in 2 quarters.
Lone Pine Capital's Cadence Design Systems position peaked at $310M in Q1 2025.
1,330 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2025.

Based on Lone Pine Capital's 13F filing for Q2 2025, filed 14 Aug 2025.