CDAM (UK) Ltd
- SEC CIK
- 0001719387
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 13
- No 13F data for Q4 2020
- Portfolio value
- $755.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPLDUpland Software, Inc. | COM | 1,615,705 | $76.2M | 10.1% | – | – | History |
| LGIHLGI Homes, Inc. | COM | 474,364 | $70.8M | 9.4% | – | – | History |
| OTEXOpen Text Corp | COM | 1,482,128 | $70.7M | 9.4% | – | – | History |
| DAVAEndava plc | ADS | 820,255 | $69.0M | 9.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 191,274 | $68.7M | 9.1% | – | – | History |
| PFPTProofpoint Inc | COM | 490,760 | $61.7M | 8.2% | – | – | History |
| WDCWestern Digital Corp | COM | 908,235 | $60.6M | 8.0% | – | – | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 597,269 | $58.7M | 7.8% | – | – | History |
| QLYSQualys, Inc. | COM | 468,474 | $49.1M | 6.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 22,976 | $47.4M | 6.3% | – | – | History |
| INFOIHS Markit Ltd. | SHS | 485,085 | $46.9M | 6.2% | – | – | History |
| ECHOEchoStar CORP | CL A | 1,774,185 | $42.6M | 5.6% | – | – | History |
| ARKOARKO Corp. | COM | 3,355,473 | $33.4M | 4.4% | – | – | History |