Bornite Capital Management LP
Position in CDNS — Cadence Design Systems Inc
CIK 1800641
NEW YORK, NY
Position in CDNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,532,000
+$12,880,000 QoQ
Shares Held
100,000
+25.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
4.72%
of 13F equity value
Holder Rank
#205
of 1,494 holders
Holding Since
Jun 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bornite Capital Management LP holds $37,532,000 across 1 Software - Application name. CDNS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
This page
|
100,000 | $37,532,000 |
All Filings in CDNS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,532,000 | 100,000 | Shares | Sole | 2026-08-13 | |
| 2025-06-30 | $24,652,000 | 80,000 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $18,465,000 | 60,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,225,600 | 20,000 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $11,726,000 | 50,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||