Cadian Capital Management as of March 31, 2020
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 26 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 17.8 | $361M | 2.0M | 179.23 | |
| Etsy (ETSY) | 7.4 | $151M | 3.9M | 38.44 | |
| Varonis Sys (VRNS) | 7.3 | $148M | 2.3M | 63.67 | |
| Facebook Inc cl a (META) | 6.8 | $139M | 832k | 166.80 | |
| Zendesk | 6.4 | $129M | 2.0M | 64.01 | |
| Uber Technologies (UBER) | 6.2 | $127M | 4.5M | 27.92 | |
| World Wrestling Entertainment | 5.4 | $110M | 3.2M | 33.93 | |
| Fidelity National Information Services (FIS) | 5.3 | $108M | 885k | 121.64 | |
| Zynga | 5.2 | $106M | 16M | 6.85 | |
| Pegasystems (PEGA) | 4.3 | $88M | 1.2M | 71.23 | |
| Radware Ltd ord (RDWR) | 3.9 | $80M | 3.8M | 21.07 | |
| Spotify Technology Sa (SPOT) | 3.6 | $73M | 600k | 121.44 | |
| Blueprint Medicines (BPMC) | 3.5 | $72M | 1.2M | 58.48 | |
| Palo Alto Networks (PANW) | 3.5 | $71M | 433k | 163.96 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.8 | $57M | 130k | 436.31 | |
| Wayfair (W) | 2.1 | $43M | 795k | 53.44 | |
| Forescout Technologies | 1.7 | $34M | 1.1M | 31.59 | |
| Alphabet Inc Class A cs (GOOGL) | 1.4 | $29M | 25k | 1161.96 | |
| Eventbrite (EB) | 1.4 | $28M | 3.9M | 7.30 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.7 | $15M | 474k | 31.62 | |
| GenMark Diagnostics | 0.7 | $14M | 3.5M | 4.12 | |
| Portola Pharmaceuticals | 0.7 | $14M | 2.0M | 7.13 | |
| Zogenix | 0.6 | $13M | 515k | 24.73 | |
| Match | 0.5 | $10M | 155k | 66.04 | |
| Booking Holdings (BKNG) | 0.5 | $9.4M | 7.0k | 1345.29 | |
| Guidewire Software (GWRE) | 0.2 | $4.9M | 62k | 79.31 |
