Cadian Capital Management as of Sept. 30, 2012
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 56 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts Holding | 6.5 | $189M | 3.0M | 62.63 | |
| Thoratec Corporation | 6.4 | $187M | 5.4M | 34.60 | |
| NCR Corporation (VYX) | 5.7 | $168M | 7.2M | 23.31 | |
| NetApp (NTAP) | 5.7 | $167M | 5.1M | 32.88 | |
| ON Semiconductor (ON) | 5.2 | $152M | 25M | 6.17 | |
| General Cable Corporation | 5.0 | $145M | 4.9M | 29.38 | |
| Yahoo! | 4.9 | $145M | 9.1M | 15.98 | |
| PMC-Sierra | 4.4 | $128M | 23M | 5.61 | |
| Eastman Chemical Company (EMN) | 4.0 | $116M | 2.0M | 57.01 | |
| Verint Systems (VRNT) | 3.6 | $107M | 3.9M | 27.44 | |
| CareFusion Corporation | 3.6 | $105M | 3.7M | 28.39 | |
| Life Technologies | 3.4 | $100M | 2.0M | 48.85 | |
| Autodesk (ADSK) | 2.8 | $83M | 2.5M | 33.35 | |
| Sodastream International | 2.7 | $80M | 2.0M | 39.17 | |
| Rock-Tenn Company | 2.5 | $74M | 1.0M | 72.18 | |
| Nice Systems (NICE) | 2.5 | $74M | 2.2M | 33.22 | |
| Altera Corporation | 2.3 | $66M | 2.0M | 34.00 | |
| Tesla Motors (TSLA) | 2.3 | $67M | 2.3M | 29.28 | |
| Amdocs Ltd ord (DOX) | 2.2 | $65M | 2.0M | 32.99 | |
| Rockwood Holdings | 2.2 | $63M | 1.4M | 46.60 | |
| Comscore | 1.6 | $46M | 3.0M | 15.25 | |
| Amkor Technology (AMKR) | 1.5 | $45M | 10M | 4.41 | |
| Lattice Semiconductor (LSCC) | 1.4 | $41M | 11M | 3.84 | |
| Radware Ltd ord (RDWR) | 1.3 | $38M | 1.0M | 36.02 | |
| Westlake Chemical Corporation (WLK) | 1.2 | $37M | 500k | 73.06 | |
| Shutterfly | 1.1 | $33M | 1.1M | 31.12 | |
| LogMeIn | 1.1 | $33M | 1.5M | 22.43 | |
| Rpx Corp | 0.9 | $27M | 2.4M | 11.19 | |
| Comverse Technology | 0.9 | $27M | 4.4M | 6.15 | |
| NetScout Systems (NTCT) | 0.9 | $26M | 1.0M | 25.51 | |
| Parametric Technology | 0.9 | $26M | 1.2M | 21.77 | |
| iShares Russell 2000 Index (IWM) | 0.9 | $25M | 300k | 83.44 | |
| F5 Networks (FFIV) | 0.7 | $21M | 201k | 104.64 | |
| tw tele | 0.7 | $20M | 775k | 26.09 | |
| Kemet Corporation Cmn | 0.7 | $20M | 4.4M | 4.40 | |
| Ltx Credence Corporation | 0.6 | $19M | 3.2M | 5.75 | |
| VirnetX Holding Corporation | 0.6 | $18M | 722k | 25.43 | |
| Teradyne (TER) | 0.6 | $16M | 1.2M | 14.22 | |
| EMC Corporation | 0.5 | $14M | 525k | 27.27 | |
| Johnson Controls | 0.5 | $14M | 515k | 27.40 | |
| Invensense | 0.5 | $14M | 1.2M | 11.95 | |
| Unisys Corporation (UIS) | 0.5 | $14M | 666k | 20.82 | |
| Universal Display Corporation (OLED) | 0.4 | $12M | 354k | 34.33 | |
| Fusion-io | 0.4 | $10M | 345k | 30.27 | |
| Georgia Gulf Corporation | 0.3 | $9.1M | 251k | 36.22 | |
| Pandora Media | 0.3 | $8.2M | 750k | 10.95 | |
| Stec | 0.3 | $8.0M | 1.2M | 6.75 | |
| Servicenow (NOW) | 0.3 | $7.7M | 200k | 38.68 | |
| National CineMedia | 0.2 | $4.9M | 300k | 16.37 | |
| Infoblox | 0.1 | $3.4M | 147k | 23.25 | |
| Polypore International | 0.1 | $2.7M | 75k | 35.35 | |
| Oi Sa-adr sp | 0.1 | $2.4M | 600k | 4.02 | |
| DuPont Fabros Technology | 0.1 | $1.9M | 75k | 25.25 | |
| Cavium | 0.0 | $833k | 25k | 33.32 | |
| WebMD Health | 0.0 | $702k | 50k | 14.04 | |
| Envivio | 0.0 | $55k | 25k | 2.20 |
