Position in CDNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$169,105,680
+$43,775,474 QoQ
Shares Held
450,564
-0.1% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#80
of 1,494 holders
Holding Since
Mar 2020
26 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, 20261832 Asset Management L.P. holds $3,111,042,489 across 21 Software - Application names. CDNS ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
9,079,131 | $1,036,655,177 | |
| 2 | OTEX |
Open Text Corp
|
25,041,994 | $554,680,167 | |
| 3 | DDOG |
Datadog, Inc.
|
1,146,600 | $298,528,776 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
3,826,186 | $264,925,118 | |
| 5 | SNOW |
Snowflake Inc.
|
1,004,900 | $255,747,050 | |
| 6 | CDNS |
Cadence Design Systems Inc
This page
|
450,564 | $169,105,680 | |
| 7 | INTU |
Intuit Inc.
|
527,667 | $137,721,087 | |
| 8 | FROG |
JFrog Ltd
|
1,184,200 | $107,620,096 |
All Filings in CDNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,105,680 | 450,564 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $125,330,206 | 451,039 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $204,092,859 | 652,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,863,722 | 349,780 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $92,993,507 | 301,780 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $71,493,688 | 281,106 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $79,821,104 | 265,663 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $77,104,240 | 284,486 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $215,946,944 | 701,696 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $266,583,304 | 856,410 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $110,277,165 | 404,880 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $97,328,454 | 415,401 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $65,217,666 | 278,090 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,325,509 | 120,546 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,184,816 | 32,276 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,736,809 | 90,172 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,010,101 | 93,382 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,431,610 | 93,832 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $188,804,974 | 1,013,174 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $10,795,097 | 71,283 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,808,795 | 27,838 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $3,087,480 | 22,538 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $210,973,714 | 1,546,388 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $143,374,698 | 1,344,600 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $124,343,144 | 1,295,781 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,854,709 | 134,081 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||