SEC 13F Intelligence

Firetrail Investments Pty Ltd / CDNS

Firetrail Investments Pty Ltd’s Cadence Design System Inc Position

Does Firetrail Investments Pty Ltd own Cadence Design System Inc (CDNS)? Yes18.7K shares worth $5M (+1.77% of its 13F portfolio) as of Q1 2026, up from 11.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
18.7K
% of Portfolio
+1.77%
Quarters Held
2
currently held

Position History CDNS

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.7K$5M+1.77%
Q4 202511.5K$4M+1.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Firetrail Investments Pty Ltd’s full portfolio or all institutional holders of CDNS.