Cdam (UK) LTD
Cdam (UK) LTD is an SEC-registered investment adviser based in London, United Kingdom that reports managing 1 hedge fund on Form ADV. It reports $953.7 million in regulatory assets under management. Its private funds, of all types, hold $11.5 million in gross assets. Its disclosed U.S. stock holdings returned an estimated -7.7% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated -21.2% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $953.7 millionForm ADV Item 5.F
- Gross assets of private funds
- $11.5 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 10Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 169319
- Latest Form ADV
- 06/25/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +10.7% | +14.8% |
| Q1 2026 | -16.6% | -4.6% |
| Q4 2025 | -8.2% | +2.4% |
| Q3 2025 | +5.4% | +7.8% |
| Q2 2025 | +7.0% | +10.4% |
| Q1 2025 | -19.6% | -4.5% |
| Q4 2024 | -2.4% | +2.1% |
| Q3 2024 | +5.1% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Core & Main Inc CL A$49.1 million
- Lgi Homes$46.2 million
- Servicenow Inc Com$39.3 million
- Veeva SYS Inc$37.8 million
- Colliers Intl Group Inc$37.2 million
- Tfi International Inc$36.5 million
- Equifax Inc$32.6 million
- Qualys Inc$30.2 million
- CRH PLC$28.4 million
- Ziff Davis Inc$23.7 million
As of 2026-06-30, from 13F filing by CDAM (UK) Ltd.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures