Cadian Capital Management as of Sept. 30, 2020
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 26 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Varonis Sys (VRNS) | 8.7 | $267M | 2.3M | 115.42 | |
| Zendesk | 8.5 | $260M | 2.5M | 102.92 | |
| Blueprint Medicines (BPMC) | 8.1 | $249M | 2.7M | 92.70 | |
| Fidelity National Information Services (FIS) | 7.8 | $240M | 1.6M | 147.21 | |
| Pegasystems (PEGA) | 7.1 | $218M | 1.8M | 121.04 | |
| Zynga Cl A | 5.5 | $169M | 19M | 9.12 | |
| Uber Technologies (UBER) | 5.4 | $165M | 4.5M | 36.48 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.3 | $163M | 1.1M | 142.87 | |
| Facebook Cl A (META) | 5.2 | $161M | 615k | 261.90 | |
| Etsy (ETSY) | 5.2 | $160M | 1.3M | 121.63 | |
| World Wrestling Entmt Cl A | 5.1 | $156M | 3.9M | 40.47 | |
| Iaa | 4.2 | $128M | 2.5M | 52.07 | |
| Netflix (NFLX) | 3.5 | $108M | 215k | 500.03 | |
| Radware Ord (RDWR) | 3.5 | $106M | 4.4M | 24.24 | |
| Anaplan | 3.2 | $99M | 1.6M | 62.58 | |
| Callaway Golf Company (MODG) | 3.2 | $99M | 5.2M | 19.14 | |
| Zogenix Com New | 2.1 | $64M | 3.6M | 17.93 | |
| Eventbrite Com Cl A (EB) | 2.0 | $63M | 5.8M | 10.85 | |
| Spotify Technology S A SHS (SPOT) | 1.6 | $49M | 200k | 242.57 | |
| Altice Usa Cl A (ATUS) | 1.5 | $46M | 1.8M | 26.00 | |
| Verisign (VRSN) | 1.2 | $37M | 180k | 204.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $32M | 22k | 1465.61 | |
| PROS Holdings (PRO) | 0.4 | $13M | 410k | 31.94 | |
| Palo Alto Networks (PANW) | 0.3 | $11M | 43k | 244.74 | |
| F5 Networks (FFIV) | 0.3 | $10M | 85k | 122.76 | |
| Accelr8 Technology | 0.0 | $954k | 90k | 10.66 |
