Thematics Asset Management’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$50.7M Sell
2025
Q1
$46.6M Buy
2024
Q4
$51.3M Buy
2024
Q3
$42.7M Buy
2024
Q2
$45M Buy
2024
Q1
$43.3M Buy
2023
Q4
$34.4M Buy
2023
Q3
$26M Buy
2023
Q2
$23.3M Buy
2023
Q1
$19.7M Sell
2022
Q4
$16M Buy