Position in CDNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$590,378
+$182,743 QoQ
Shares Held
1,573
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#903
of 1,494 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Derivatives in CDNS
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$241,592
PutShares
887
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026L2 Asset Management, LLC holds $14,108,560 across 16 Software - Application names. CDNS ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
53,732 | $4,637,608 | |
| 2 | CVLT |
Commvault Systems Inc
|
11,214 | $1,589,360 | |
| 3 | MANH |
Manhattan Associates Inc
|
9,906 | $1,379,410 | |
| 4 | ADBE |
Adobe Inc.
|
4,420 | $906,188 | |
| 5 | UBER |
Uber Technologies, Inc
|
12,267 | $885,186 | |
| 6 | CRM |
Salesforce, Inc.
|
4,524 | $708,729 | |
| 7 | CDNS |
Cadence Design Systems Inc
This page
|
1,573 | $590,378 | |
| 8 | NOW |
ServiceNow, Inc.
|
5,874 | $583,170 |
All Filings in CDNS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,378 | 1,573 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $407,635 | 1,467 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $427,609 | 1,368 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $448,559 | 1,277 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $377,791 | 1,226 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $294,259 | 1,157 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $316,985 | 1,055 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $291,899 | 1,077 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $320,983 | 1,043 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $293,225 | 942 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $241,592 | 887 | Put | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||