Palestra 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
2024
Q2
Sell
-36,863
Closed -$11.5M 35
2024
Q1
$11.5M Buy
+36,863
New +$11.5M 0.43% 30
2015
Q1
Sell
-2,110,666
Closed -$40M 32
2014
Q4
$40M Buy
2,110,666
+231,000
+12% +$4.38M 3.49% 16
2014
Q3
$32.3M Sell
1,879,666
-289,734
-13% -$4.99M 2.76% 20
2014
Q2
$37.9M Buy
+2,169,400
New +$37.9M 3.13% 17