SCGE 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
$188M Buy
+609,000
New +$188M 3.94% 13
2024
Q3
Sell
-380,000
Closed -$117M 16
2024
Q2
$117M Hold
380,000
2.29% 13
2024
Q1
$118M Sell
380,000
-300,000
-44% -$93.4M 2.24% 13
2023
Q4
$185M Hold
680,000
4.14% 10
2023
Q3
$159M Hold
680,000
4.14% 8
2023
Q2
$159M Buy
680,000
+313,039
+85% +$73.4M 3.76% 9
2023
Q1
$77.1M Buy
+366,961
New +$77.1M 2.12% 13