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CDNS —
CADENCE DESIGN SYSTEM INC
CUSIP: 127387108 · Held by 4 superinvestors · Combined value: $469,968,095
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $217,161,517 | 694,739 | ADD | +173,425 |
| 2 | Jensen Investment Mgmt | 2.6% | $165,562,686 | 529,665 | REDUCE | -90,545 |
| 3 | Dodge & Cox | 0.0% | $74,194,927 | 237,363 | REDUCE | -3,162 |
| 4 | Ray Dalio | 0.1% | $13,048,965 | 41,746 | NEW BUY | +41,746 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +41,746 | New |
| Ken Griffin | ADD | +173,425 | +33.3% |
| Dodge & Cox | REDUCE | -3,162 | -1.3% |
| Jensen Investment Mgmt | REDUCE | -90,545 | -14.6% |
| AKO Capital | SOLD | -168,767 | Exit |
| Bill Nygren | SOLD | -790 | Exit |
| Philippe Laffont | SOLD | -472,212 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | NEW BUY | +790 | New |
| AKO Capital | ADD | +36,960 | +28.0% |
| Dodge & Cox | REDUCE | -5,947 | -2.4% |
| Jensen Investment Mgmt | REDUCE | -203,186 | -24.7% |
| Ken Griffin | REDUCE | -53,254 | -9.3% |
| Philippe Laffont | REDUCE | -235,725 | -33.3% |
Who Owns CDNS? Superinvestor Holdings
CADENCE DESIGN SYSTEM INC is held by 4 tracked superinvestors, with a combined position value of $470 million . The largest positions are held by Ken Griffin (0.0% of portfolio), Jensen Investment Mgmt (2.6% of portfolio), Dodge & Cox (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 2 reduced or exited.