SEC 13F Intelligence

Dsm Capital Partners LLC / CDNS

Dsm Capital Partners LLC’s Cadence Design System Inc Position

Does Dsm Capital Partners LLC own Cadence Design System Inc (CDNS)? Yes — 271.9K shares worth $76M (+1.34% of its 13F portfolio) as of Q1 2026, down from 278.1K shares the prior filed quarter.

Position Value
$76M
Q1 2026
Shares
271.9K
% of Portfolio
+1.34%
Quarters Held
10
currently held

Position History CDNS

Reported value by quarter
Q4 ’23: $69,182Q4 ’23Q1 ’24: $79,065Q2 ’24: $78,169Q2 ’24Q3 ’24: $62MQ4 ’24: $85MQ4 ’24Q1 ’25: $71MQ2 ’25: $82MQ2 ’25Q3 ’25: $93MQ4 ’25: $87MQ4 ’25Q1 ’26: $76Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026271.9K$76M+1.34%
Q4 2025278.1K$87M+1.29%
Q3 2025263.5K$93M+1.32%
Q2 2025265.9K$82M+1.21%
Q1 2025279.2K$71M+1.24%
Q4 2024284.1K$85M+1.32%
Q3 2024230.0K$62M+0.95%
Q2 2024254$78,1690.00%
Q1 2024254$79,0650.00%
Q4 2023254$69,1820.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dsm Capital Partners LLC’s full portfolio or all institutional holders of CDNS.