CDNS β€” CADENCE DESIGN SYSTEM INC

Ownership history in AKO CAPITAL LLP  Β·  9 quarters on record

AI Ownership Summary

AKO CAPITAL LLP reported CADENCE DESIGN SYSTEM INC (CDNS) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 2.36% in 2023 Q3. The latest visible filing shows CDNS at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CDNS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AKO CAPITAL LLP's position in CADENCE DESIGN SYSTEM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CDNS was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.36% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AKO CAPITAL LLP held CDNS β€” position size vs. price
% of Fund (quarterly)    CDNS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 168,767 +36,960 +28.0% 0.84% $59.3M 2025-11-13 $315.99
2025 Q2 REDUCED 131,807 -5,602 -4.1% 0.51% $40.6M 2025-08-13 $349.12
2025 Q1 REDUCED 137,409 -86,535 -38.6% 0.45% $34.9M 2025-05-14 $319.39
2024 Q4 ADDED 223,944 +25,366 +12.8% 0.93% $67.3M 2025-02-12 $294.05
2024 Q3 REDUCED 198,578 -104,831 -34.6% 0.70% $53.8M 2024-11-13 $306.47
2024 Q2 REDUCED 303,409 -7,140 -2.3% 1.28% $93.4M 2024-08-13 $271.41
2024 Q1 REDUCED 310,549 -291,941 -48.5% 1.37% $96.7M 2024-05-14 $283.33
2023 Q4 REDUCED 602,490 -15,913 -2.6% 2.34% $164.1M 2024-02-15 $295.67
2023 Q3 INITIATED 618,403 β€” β€” 2.36% $144.9M 2023-11-06 $249.77

FAQ About AKO CAPITAL LLP and CDNS

These are the practical questions this page is built to answer before you even open the full history table.

How long has AKO CAPITAL LLP reported owning CDNS?

AKO CAPITAL LLP reported CDNS across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported CDNS position in AKO CAPITAL LLP's portfolio?

The largest reported portfolio weight for CDNS was 2.36% in 2023 Q3.

What is the latest reported CDNS position on this page?

The most recent filing on this page is 2025 Q3, when AKO CAPITAL LLP reported 168,767 shares, equal to 0.84% of portfolio, with an estimated market value of $59.3M.

What does the chart on this CDNS ownership page compare?

The chart compares AKO CAPITAL LLP's quarterly CDNS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to AKO CAPITAL LLP Holdings