Cadian Capital Management as of June 30, 2018
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 25 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 14.0 | $291M | 1.9M | 152.49 | |
| Palo Alto Networks (PANW) | 9.0 | $187M | 909k | 205.47 | |
| Zayo Group Hldgs | 7.0 | $146M | 4.0M | 36.48 | |
| Booking Holdings (BKNG) | 6.5 | $136M | 67k | 2027.09 | |
| Electronics For Imaging | 6.4 | $132M | 4.1M | 32.56 | |
| Jazz Pharmaceuticals (JAZZ) | 6.0 | $125M | 725k | 172.30 | |
| Tableau Software Inc Cl A | 4.6 | $95M | 970k | 97.75 | |
| Radware Ltd ord (RDWR) | 4.4 | $92M | 3.6M | 25.28 | |
| Zogenix | 4.4 | $91M | 2.1M | 44.20 | |
| American Tower Reit (AMT) | 4.2 | $88M | 610k | 144.17 | |
| Facebook Inc cl a (META) | 4.2 | $87M | 450k | 194.32 | |
| Portola Pharmaceuticals | 4.2 | $86M | 2.3M | 37.77 | |
| Zynga | 4.1 | $86M | 21M | 4.07 | |
| Yandex Nv-a (YNDX) | 4.0 | $83M | 2.3M | 35.90 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $71M | 63k | 1129.19 | |
| Zendesk | 2.5 | $53M | 963k | 54.49 | |
| Spotify Technology Sa (SPOT) | 2.2 | $46M | 275k | 168.24 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 2.0 | $42M | 1.5M | 27.75 | |
| Sarepta Therapeutics (SRPT) | 1.8 | $37M | 280k | 132.18 | |
| Nanostring Technologies (NSTGQ) | 1.4 | $30M | 2.2M | 13.68 | |
| GenMark Diagnostics | 1.4 | $29M | 4.5M | 6.38 | |
| Altaba | 1.0 | $20M | 275k | 73.21 | |
| Intersect Ent | 0.6 | $13M | 335k | 37.45 | |
| Alibaba Group Holding (BABA) | 0.4 | $7.4M | 40k | 185.52 | |
| Argenx Se (ARGX) | 0.3 | $6.6M | 80k | 82.86 |
