Meridiem Investment 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	$253M	Buy	821,330 +5,951	+0.7%	+$1.83M	4.6%	13
2025 Q1	$207M	Buy	815,379 +31,473	+4%	+$8M	3.79%	15
2024 Q4	$236M	Buy	783,906 +306,887	+64%	+$92.2M	4.22%	15
2024 Q3	$129M	Buy	+477,019	New	+$129M	2.3%	19