SEC 13F Intelligence

Connective Portfolio Management, LLC / CDNS

Connective Portfolio Management, LLC’s Cadence Design System Inc Position

Does Connective Portfolio Management, LLC own Cadence Design System Inc (CDNS)? Yes — 2.7K shares worth $1M (+1.69% of its 13F portfolio) as of Q2 2026, down from 4.5K shares the prior filed quarter.

Position Value
$1M
Q2 2026
Shares
2.7K
% of Portfolio
+1.69%
Quarters Held
2
currently held

Position History CDNS

Reported value by quarter
Q4 ’21: $829,000Q4 ’21Q2 ’26: $1MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20262.7K$1M+1.69%
Q4 20214.5K$829,000+1.46%

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