Cadian Capital Management as of Dec. 31, 2019
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 29 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 14.0 | $317M | 1.3M | 249.11 | |
| Palo Alto Networks (PANW) | 7.1 | $161M | 695k | 231.25 | |
| Blueprint Medicines (BPMC) | 7.0 | $158M | 2.0M | 80.11 | |
| Varonis Sys (VRNS) | 6.4 | $146M | 1.9M | 77.71 | |
| Zynga | 6.2 | $139M | 23M | 6.12 | |
| Etsy (ETSY) | 5.9 | $133M | 3.0M | 44.30 | |
| Spotify Technology Sa (SPOT) | 5.3 | $120M | 800k | 149.55 | |
| Zogenix | 5.0 | $114M | 2.2M | 52.13 | |
| Facebook Inc cl a (META) | 5.0 | $113M | 550k | 205.25 | |
| Radware Ltd ord (RDWR) | 4.8 | $109M | 4.2M | 25.78 | |
| Booking Holdings (BKNG) | 4.1 | $93M | 45k | 2053.73 | |
| Zendesk | 4.1 | $92M | 1.2M | 76.63 | |
| Pegasystems (PEGA) | 3.6 | $82M | 1.0M | 79.65 | |
| Sarepta Therapeutics (SRPT) | 3.1 | $71M | 550k | 129.04 | |
| Guidewire Software (GWRE) | 2.5 | $57M | 523k | 109.77 | |
| Nanostring Technologies (NSTGQ) | 2.3 | $52M | 1.9M | 27.82 | |
| Portola Pharmaceuticals | 2.2 | $51M | 2.1M | 23.88 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.1 | $49M | 100k | 485.08 | |
| Eventbrite (EB) | 1.8 | $40M | 2.0M | 20.17 | |
| Yandex Nv-a (YNDX) | 1.3 | $30M | 700k | 43.49 | |
| Wayfair (W) | 1.2 | $27M | 300k | 90.37 | |
| Match | 1.2 | $27M | 330k | 82.11 | |
| GenMark Diagnostics | 1.2 | $27M | 5.5M | 4.81 | |
| CVS Caremark Corporation (CVS) | 0.7 | $15M | 200k | 74.29 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.6 | $14M | 300k | 48.14 | |
| Amicus Therapeutics (FOLD) | 0.6 | $14M | 1.4M | 9.74 | |
| Evolus (EOLS) | 0.3 | $6.2M | 509k | 12.17 | |
| Constellation Pharmceticls I | 0.2 | $4.5M | 96k | 47.11 | |
| Agios Pharmaceuticals (AGIO) | 0.2 | $3.6M | 75k | 47.75 |
