Cadian Capital Management as of June 30, 2014
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 70 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altera Corporation | 9.5 | $318M | 9.2M | 34.76 | |
| Verint Systems (VRNT) | 7.5 | $252M | 5.1M | 49.05 | |
| Qlik Technologies | 7.4 | $248M | 11M | 22.62 | |
| PMC-Sierra | 6.2 | $209M | 28M | 7.61 | |
| F5 Networks (FFIV) | 4.4 | $147M | 1.3M | 111.44 | |
| Equinix | 3.6 | $121M | 576k | 210.09 | |
| EMC Corporation | 3.4 | $115M | 4.4M | 26.34 | |
| Illumina (ILMN) | 3.3 | $112M | 625k | 178.54 | |
| Linkedin Corp | 3.3 | $112M | 651k | 171.47 | |
| Comscore | 3.0 | $101M | 2.8M | 35.48 | |
| Liberty Global Inc C | 2.8 | $93M | 2.2M | 42.31 | |
| Yahoo! | 2.6 | $87M | 2.5M | 35.13 | |
| Celgene Corporation | 2.1 | $71M | 830k | 85.88 | |
| Informatica Corporation | 2.0 | $67M | 1.9M | 35.65 | |
| LogMeIn | 2.0 | $66M | 1.4M | 46.62 | |
| Ptc (PTC) | 1.9 | $64M | 1.6M | 38.80 | |
| Hca Holdings (HCA) | 1.9 | $62M | 1.1M | 56.38 | |
| SolarWinds | 1.7 | $58M | 1.5M | 38.66 | |
| VirnetX Holding Corporation | 1.7 | $57M | 3.2M | 17.61 | |
| Shutterfly | 1.6 | $52M | 1.2M | 43.06 | |
| McKesson Corporation (MCK) | 1.5 | $51M | 274k | 186.21 | |
| Invensense | 1.5 | $50M | 2.2M | 22.69 | |
| Rpx Corp | 1.5 | $50M | 2.8M | 17.75 | |
| Radware Ltd ord (RDWR) | 1.5 | $50M | 2.9M | 16.87 | |
| NCR Corporation (VYX) | 1.5 | $50M | 1.4M | 35.09 | |
| Mylan | 1.2 | $41M | 801k | 51.56 | |
| Green Plains Renewable Energy (GPRE) | 1.2 | $39M | 1.2M | 32.87 | |
| Electronics For Imaging | 1.1 | $39M | 855k | 45.20 | |
| Micron Technology (MU) | 1.1 | $36M | 1.1M | 32.95 | |
| Allergan | 1.0 | $35M | 205k | 169.22 | |
| Infoblox | 1.0 | $32M | 2.4M | 13.15 | |
| Jack in the Box (JACK) | 0.8 | $28M | 465k | 59.84 | |
| Chipotle Mexican Grill (CMG) | 0.8 | $28M | 46k | 592.52 | |
| Workday Inc cl a (WDAY) | 0.8 | $27M | 296k | 89.86 | |
| CommonWealth REIT | 0.8 | $25M | 957k | 26.32 | |
| Proofpoint | 0.6 | $20M | 534k | 37.46 | |
| Ellie Mae | 0.6 | $19M | 618k | 31.13 | |
| Perrigo Company (PRGO) | 0.6 | $19M | 131k | 145.76 | |
| Salix Pharmaceuticals | 0.6 | $19M | 150k | 123.35 | |
| Yelp Inc cl a (YELP) | 0.6 | $18M | 239k | 76.68 | |
| Buffalo Wild Wings | 0.5 | $18M | 106k | 165.71 | |
| LivePerson (LPSN) | 0.5 | $16M | 1.6M | 10.15 | |
| Panera Bread Company | 0.5 | $16M | 107k | 149.83 | |
| Kemet Corporation Cmn | 0.5 | $16M | 2.8M | 5.75 | |
| Royal Caribbean Cruises (RCL) | 0.5 | $16M | 279k | 55.60 | |
| Palo Alto Networks (PANW) | 0.5 | $15M | 183k | 83.85 | |
| Michael Kors Holdings | 0.4 | $15M | 167k | 88.65 | |
| Advance Auto Parts (AAP) | 0.4 | $14M | 102k | 134.92 | |
| Biogen Idec (BIIB) | 0.4 | $13M | 40k | 315.30 | |
| Aerohive Networks | 0.4 | $12M | 1.5M | 8.22 | |
| GenMark Diagnostics | 0.4 | $12M | 888k | 13.53 | |
| Tiffany & Co. | 0.3 | $11M | 107k | 100.25 | |
| Sonic Corporation | 0.3 | $11M | 489k | 22.08 | |
| Dollar General (DG) | 0.3 | $11M | 183k | 57.36 | |
| Yum! Brands (YUM) | 0.3 | $9.7M | 119k | 81.20 | |
| Brunswick Corporation (BC) | 0.3 | $9.6M | 228k | 42.13 | |
| Dollar Tree (DLTR) | 0.3 | $9.6M | 176k | 54.46 | |
| Starwood Hotels & Resorts Worldwide | 0.3 | $9.1M | 112k | 80.82 | |
| eGain Communications Corporation (EGAN) | 0.2 | $6.4M | 939k | 6.77 | |
| Ixia | 0.2 | $5.7M | 502k | 11.43 | |
| Unwired Planet | 0.2 | $5.6M | 2.5M | 2.23 | |
| Cinedigm | 0.2 | $5.2M | 2.1M | 2.49 | |
| VMware | 0.1 | $4.9M | 51k | 96.80 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $3.8M | 60k | 63.17 | |
| Vringo | 0.1 | $2.3M | 662k | 3.42 | |
| Alder Biopharmaceuticals | 0.1 | $2.0M | 100k | 20.07 | |
| Nice Systems (NICE) | 0.1 | $1.8M | 45k | 40.80 | |
| Textura | 0.0 | $1.4M | 58k | 23.64 | |
| Fleetmatics | 0.0 | $970k | 30k | 32.33 | |
| Clovis Oncology | 0.0 | $729k | 18k | 41.41 |
