Cadian Capital Management

Cadian Capital Management as of June 30, 2015

Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 75 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Micron Technology (MU) 11.6 $394M 21M 18.84
PMC-Sierra 8.1 $275M 32M 8.56
Time Warner Cable 6.4 $217M 1.2M 178.17
Qlik Technologies 6.1 $208M 6.0M 34.96
Verint Systems (VRNT) 6.0 $204M 3.4M 60.74
IAC/InterActive 4.8 $164M 2.1M 79.66
Electronics For Imaging 4.0 $135M 3.1M 43.51
Infoblox 3.9 $133M 5.1M 26.21
Linkedin Corp 3.5 $118M 571k 206.63
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 2.8 $95M 4.3M 22.25
Illumina (ILMN) 2.6 $87M 399k 218.36
Shire 2.1 $72M 300k 241.49
Aetna 1.8 $61M 480k 127.46
Pegasystems (PEGA) 1.7 $59M 2.6M 22.89
LogMeIn 1.7 $59M 913k 64.49
Ambarella (AMBA) 1.7 $59M 570k 102.69
Liberty Global Inc C 1.7 $58M 1.1M 50.63
Canadian Pacific Railway 1.5 $51M 316k 160.23
PROS Holdings (PRO) 1.4 $47M 2.2M 21.11
MicroStrategy Incorporated (MSTR) 1.4 $47M 275k 170.08
BioMarin Pharmaceutical (BMRN) 1.3 $44M 320k 136.78
Equinix (EQIX) 1.2 $42M 165k 254.00
Varonis Sys (VRNS) 1.1 $39M 1.7M 22.09
Workiva Inc equity us cm (WK) 1.1 $36M 2.6M 13.83
Williams-Sonoma (WSM) 1.0 $34M 413k 82.27
Wayfair (W) 1.0 $34M 897k 37.64
O'reilly Automotive (ORLY) 0.9 $32M 143k 225.98
Jazz Pharmaceuticals (JAZZ) 0.9 $31M 175k 176.07
Mylan Nv 0.8 $28M 415k 67.86
Brunswick Corporation (BC) 0.8 $28M 550k 50.86
Cvent 0.8 $27M 1.0M 25.78
Radware Ltd ord (RDWR) 0.7 $25M 1.1M 22.20
Jack in the Box (JACK) 0.7 $23M 256k 88.17
Ixia 0.7 $22M 1.8M 12.44
Alder Biopharmaceuticals 0.7 $23M 425k 52.97
Biogen Idec (BIIB) 0.6 $20M 50k 403.94
Vulcan Materials Company (VMC) 0.6 $20M 236k 83.93
Red Robin Gourmet Burgers (RRGB) 0.6 $20M 229k 85.82
Hewlett-Packard Company 0.6 $19M 642k 30.01
Nanostring Technologies (NSTGQ) 0.6 $19M 1.2M 15.42
Dex (DXCM) 0.6 $19M 232k 79.98
Stanley Black & Decker (SWK) 0.5 $18M 171k 105.24
Norwegian Cruise Line Hldgs (NCLH) 0.5 $18M 323k 56.04
DSW 0.5 $17M 513k 33.37
American Eagle Outfitters (AEO) 0.5 $16M 944k 17.22
Avalanche Biotechnologies In 0.5 $16M 1.0M 16.24
Endologix 0.4 $15M 967k 15.34
Burlington Stores (BURL) 0.4 $14M 279k 51.20
Dollar General (DG) 0.4 $14M 174k 77.74
Spdr S&p 500 Etf (SPY) 0.4 $13M 65k 205.85
GenMark Diagnostics 0.4 $13M 1.4M 9.06
WABCO Holdings 0.3 $10M 83k 123.72
Axalta Coating Sys (AXTA) 0.3 $9.8M 296k 33.08
AutoZone (AZO) 0.3 $9.0M 14k 666.91
Penn National Gaming (PENN) 0.3 $8.9M 488k 18.35
Bloomin Brands (BLMN) 0.2 $8.5M 397k 21.35
Express 0.2 $6.7M 369k 18.11
Keryx Biopharmaceuticals 0.2 $6.0M 600k 9.98
Sally Beauty Holdings (SBH) 0.2 $6.2M 195k 31.58
LivePerson (LPSN) 0.2 $5.7M 580k 9.81
Spectranetics Corporation 0.2 $5.5M 237k 23.01
Marriott International (MAR) 0.1 $5.2M 70k 74.38
Whole Foods Market 0.1 $4.6M 118k 39.44
Neurocrine Biosciences (NBIX) 0.1 $4.8M 100k 47.76
Synergy Pharmaceuticals 0.1 $4.8M 578k 8.30
Gopro (GPRO) 0.1 $4.0M 75k 52.72
Anacor Pharmaceuticals In 0.1 $3.9M 50k 77.44
Insulet Corporation (PODD) 0.1 $3.1M 100k 30.99
Dyax 0.1 $2.7M 100k 26.50
Zayo Group Hldgs 0.1 $1.9M 75k 25.72
D Tumi Holdings 0.1 $1.5M 75k 20.52
Callaway Golf Company (MODG) 0.0 $1.3M 150k 8.94
Dbv Technologies S A (DBVT) 0.0 $1.5M 50k 29.78
Ignyta 0.0 $905k 60k 15.08
Sonic Corporation 0.0 $720k 25k 28.80