Cadian Capital Management as of Dec. 31, 2020
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 34 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zendesk | 9.0 | $350M | 2.4M | 143.12 | |
| Fidelity National Information Services (FIS) | 8.6 | $334M | 2.4M | 141.46 | |
| Pegasystems (PEGA) | 7.0 | $273M | 2.0M | 133.26 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.8 | $266M | 1.7M | 158.37 | |
| Palo Alto Networks (PANW) | 5.8 | $226M | 635k | 355.39 | |
| Zynga Cl A | 5.8 | $224M | 23M | 9.87 | |
| Facebook Cl A (META) | 4.6 | $178M | 650k | 273.16 | |
| Uber Technologies (UBER) | 4.5 | $173M | 3.4M | 51.00 | |
| Varonis Sys (VRNS) | 4.3 | $167M | 1.0M | 163.61 | |
| World Wrestling Entmt Cl A | 4.3 | $166M | 3.4M | 48.05 | |
| Anaplan | 3.4 | $132M | 1.8M | 71.85 | |
| Radware Ord (RDWR) | 3.1 | $122M | 4.4M | 27.75 | |
| Iaa | 3.1 | $120M | 1.8M | 64.98 | |
| Blueprint Medicines (BPMC) | 3.1 | $119M | 1.1M | 112.15 | |
| Netflix (NFLX) | 2.8 | $108M | 200k | 540.73 | |
| Zogenix Com New | 2.7 | $105M | 5.3M | 19.99 | |
| Doordash Cl A (DASH) | 2.4 | $95M | 665k | 142.75 | |
| Altice Usa Cl A (ATUS) | 2.4 | $95M | 2.5M | 37.87 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $88M | 50k | 1752.64 | |
| Eventbrite Com Cl A (EB) | 2.2 | $84M | 4.6M | 18.10 | |
| Callaway Golf Company (MODG) | 2.2 | $84M | 3.5M | 24.01 | |
| Match Group (MTCH) | 1.8 | $72M | 475k | 151.19 | |
| Etsy (ETSY) | 1.7 | $66M | 370k | 177.91 | |
| C3 Ai Cl A (AI) | 1.3 | $52M | 375k | 138.75 | |
| Ozon Hldgs Sponsored Ads | 1.1 | $41M | 1.0M | 41.41 | |
| PROS Holdings (PRO) | 0.9 | $35M | 694k | 50.77 | |
| Wayfair Cl A (W) | 0.9 | $34M | 150k | 225.81 | |
| Spotify Technology S A SHS (SPOT) | 0.8 | $33M | 105k | 314.66 | |
| Allegro Microsystems Ord (ALGM) | 0.8 | $32M | 1.2M | 26.66 | |
| Fubotv (FUBO) | 0.4 | $14M | 511k | 28.00 | |
| Hubspot (HUBS) | 0.1 | $4.0M | 10k | 396.40 | |
| Alteryx Com Cl A | 0.1 | $2.4M | 20k | 121.80 | |
| Sap Se Spon Adr (SAP) | 0.0 | $1.3M | 10k | 130.40 | |
| Accelr8 Technology | 0.0 | $678k | 90k | 7.58 |
