CDAM (UK) Ltd VEEV — VEEV US Equity

Ownership history in CDAM (UK) Ltd  ·  5 quarters on record

AI Ownership Summary

CDAM (UK) Ltd reported VEEV US Equity (VEEV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 12.25% in 2025 Q3. The latest visible filing shows VEEV at 10.33% 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 VEEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CDAM (UK) Ltd's position in VEEV US Equity, 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
2026 Q1

VEEV was reported at 10.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.25% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

VEEV stock page CDAM (UK) Ltd fund profile CDAM (UK) Ltd full holdings
How CDAM (UK) Ltd held VEEV — position size vs. price
% of Fund (quarterly)    VEEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 265,254 +32,292 +13.9% 10.33% $46.6M 2026-05-14 $156.25
2025 Q4 ADDED — — — 232,962 +4,980 +2.2% 9.46% $52.0M 2026-02-13 $174.11
2025 Q3 REDUCED 7.1% -24.5% ✅ 227,982 -17,350 -7.1% 12.25% $67.9M 2025-11-13 $291.70
2025 Q2 REDUCED — — — 245,332 -10,114 -4.0% 11.75% $70.7M 2025-08-13 $279.18
2025 Q1 INITIATED — — — 255,446 — — 9.57% $59.2M 2025-05-14 $240.30

🏢 Other funds also holding VEEV

As of 2026 Q1 — sorted by position size

EMERGENCE GP PARTNERS, LLC 3Y 78.79% Alfreton Capital LLP 3Y 17.11% OBERNDORF WILLIAM E 3Y 7Y 14.87% Sellaronda Global Management LP 12.67% Quantum Capital Management, LLC / NJ 3Y 7Y 7.13% Seilern Investment Management Ltd 6.63% RGM Capital, LLC 3Y 7Y 6.03% MAKENA CAPITAL MANAGEMENT LLC 3Y 7Y 3.15% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 2.87% Lakehouse Capital Pty Ltd 3Y 2.86%

FAQ About CDAM (UK) Ltd and VEEV

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

How long has CDAM (UK) Ltd reported owning VEEV?

CDAM (UK) Ltd reported VEEV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VEEV position in CDAM (UK) Ltd's portfolio?

The largest reported portfolio weight for VEEV was 12.25% in 2025 Q3.

What is the latest reported VEEV position on this page?

The most recent filing on this page is 2026 Q1, when CDAM (UK) Ltd reported 265,254 shares, equal to 10.33% of portfolio, with an estimated market value of $46.6M.

What does the chart on this VEEV ownership page compare?

The chart compares CDAM (UK) Ltd's quarterly VEEV 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.

How well did CDAM (UK) Ltd time their VEEV position?

Based on 13F filing dates vs. subsequent VEEV price moves, CDAM (UK) Ltd correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VEEV relative to SPY over the holding period was -49.1%.

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