Sandhill Capital Partners’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	$41.1M	Sell	133,347 -56,082	-30%	-$17.3M	2.95%	17
2025 Q1	$48.2M	Sell	189,429 -3,097	-2%	-$788K	3.96%	8
2024 Q4	$57.8M	Sell	192,526 -13,323	-6%	-$4M	4.53%	5
2024 Q3	$55.8M	Buy	205,849 +114,037	+124%	+$30.9M	3.98%	9
2024 Q2	$28.3M	Buy	+91,812	New	+$28.3M	2.17%	21