Stock Taper 
CDAM (UK) LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Thermo Fisher Scientific Inc. | TMO | 38.96K | $19.53M |
 Equifax Inc. | EFX | 205.29K | $32.58M |
 Veeva Systems Inc. | VEEV | 213.25K | $37.85M |
 Qualys, Inc. | QLYS | 219.86K | $30.23M |
 TFI International Inc. | TFII | 254.56K | $36.55M |
 CRH plc | CRH | 265.67K | $28.43M |
 ServiceNow, Inc. | NOW | 395.46K | $39.26M |
 Colliers International Group Inc. | CIGI | 396.42K | $37.18M |
 Ziff Davis, Inc. | ZD | 453.5K | $23.75M |
 LGI Homes, Inc. | LGIH | 725.47K | $46.2M |
 Core & Main, Inc. | CNM | 1.02M | $49.11M |
 Endava plc | DAVA | 2.37M | $6.72M |