Cadian Capital Management as of June 30, 2020
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 23 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zendesk | 10.1 | $242M | 2.7M | 88.53 | |
| Varonis Sys (VRNS) | 9.5 | $228M | 2.6M | 88.48 | |
| Fidelity National Information Services (FIS) | 9.0 | $216M | 1.6M | 134.09 | |
| IAC/InterActive | 8.3 | $199M | 616k | 323.40 | |
| World Wrestling Entmt Cl A | 6.7 | $162M | 3.7M | 43.45 | |
| Pegasystems (PEGA) | 6.6 | $158M | 1.6M | 101.17 | |
| Facebook Cl A (META) | 6.1 | $148M | 650k | 227.07 | |
| Etsy (ETSY) | 5.7 | $138M | 1.3M | 106.23 | |
| Iaa | 5.3 | $126M | 3.3M | 38.57 | |
| Zynga Cl A | 4.7 | $113M | 12M | 9.54 | |
| Uber Technologies (UBER) | 4.3 | $103M | 3.3M | 31.08 | |
| Blueprint Medicines (BPMC) | 3.9 | $93M | 1.2M | 78.00 | |
| Radware Ord (RDWR) | 3.7 | $90M | 3.8M | 23.59 | |
| Charter Communications Inc N Cl A (CHTR) | 3.7 | $89M | 175k | 510.04 | |
| Anaplan | 2.8 | $67M | 1.5M | 45.31 | |
| Callaway Golf Company (MODG) | 2.2 | $52M | 3.0M | 17.51 | |
| Eventbrite Com Cl A (EB) | 2.0 | $49M | 5.7M | 8.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $40M | 28k | 1418.06 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.1 | $27M | 220k | 123.96 | |
| Zogenix Com New | 1.0 | $24M | 887k | 27.01 | |
| Spotify Technology S A SHS (SPOT) | 0.9 | $21M | 80k | 258.19 | |
| Wayfair Cl A (W) | 0.8 | $20M | 100k | 197.61 | |
| Moderna (MRNA) | 0.0 | $642k | 10k | 64.20 |
