Ken Griffin trimmed CDNS · CADENCE DESIGN SYSTEMS, INC.
$207M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Sep 2
YOU SEE IT
Oct 4
64 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$350 now
OUR VALUE
▼ $350 today
low $77mid $103high $129
3 models, as of 2026-10-04.
They sold above our value.
The Monday letter
One email a week: what great value investors bought and sold, and what we make of it.