Cadian Capital Management

Cadian Capital Management as of Sept. 30, 2021

Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 66 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Anaplan 12.2 $324M 5.3M 60.89
Palo Alto Networks (PANW) 10.3 $274M 571k 479.00
Liberty Broadband Corp Com Ser C (LBRDK) 9.5 $252M 1.5M 172.70
Uber Technologies (UBER) 9.2 $243M 5.4M 44.80
Zendesk 6.2 $165M 1.4M 116.39
Booking Holdings (BKNG) 5.9 $157M 66k 2373.86
Blueprint Medicines (BPMC) 4.1 $108M 1.1M 102.81
Facebook Cl A (META) 3.8 $100M 296k 339.39
Fidelity National Information Services (FIS) 3.7 $99M 815k 121.68
Alphabet Cap Stk Cl A (GOOGL) 3.6 $97M 36k 2673.52
Genius Sports Shares Cl A (GENI) 2.9 $77M 4.1M 18.66
Yandex N V Shs Class A (YNDX) 2.8 $74M 934k 79.69
1life Healthcare 2.7 $73M 3.6M 20.25
New York Times Cl A (NYT) 2.5 $67M 1.4M 49.27
Match Group (MTCH) 2.0 $53M 335k 156.99
Zogenix Com New 1.8 $49M 3.2M 15.19
Acv Auctions Com Cl A (ACVA) 1.7 $45M 2.5M 17.89
Alight Com Cl A (ALIT) 1.5 $40M 3.5M 11.48
Eventbrite Com Cl A (EB) 1.3 $34M 1.8M 18.91
Doordash Cl A (DASH) 1.0 $27M 132k 205.98
Tcv Acquisition Corp Cl A Shs 1.0 $27M 2.8M 9.80
Etsy (ETSY) 0.9 $23M 112k 207.96
Coupa Software 0.9 $23M 105k 219.18
Austerlitz Acquisition Corp Com Cl A 0.9 $23M 2.3M 9.75
Spotify Technology S A SHS (SPOT) 0.9 $23M 100k 225.34
Kaltura (KLTR) 0.6 $15M 1.4M 10.29
Northern Star Invest Corp Iv Com Cl A (NSTD) 0.6 $15M 1.5M 9.80
Northern Star Invest Corp Ii Com Cl A (NSTC) 0.6 $15M 1.5M 9.74
Rafael Hldgs Com Cl B (RFL) 0.4 $12M 382k 30.73
Austerlitz Acquisition Corp Shs Cl A 0.4 $9.9M 1.0M 9.94
Altc Acquisition Corp Com Cl A (ALCC) 0.4 $9.8M 1.0M 9.83
Warburg Pincus Captal Corp I Shs Cl A 0.4 $9.8M 1.0M 9.82
Two Com Cl A 0.4 $9.8M 1.0M 9.79
Warburg Pincus Captal Corp I Shs Cl A 0.4 $9.8M 1.0M 9.78
Nightdragon Acquisition Corp Class A Com 0.4 $9.8M 1.0M 9.77
Radware Ord (RDWR) 0.3 $8.0M 238k 33.72
Peloton Interactive Cl A Com (PTON) 0.2 $6.5M 75k 87.05
Crucible Acquisition Corp Com Cl A 0.2 $5.9M 600k 9.78
Marlin Technology Corp Cl A Shs 0.2 $5.9M 600k 9.76
Microsoft Corporation (MSFT) 0.2 $5.0M 18k 281.90
Olaplex Hldgs (OLPX) 0.2 $4.9M 200k 24.50
Arrowroot Acquisition Corp Cl A Com (ARRW) 0.2 $4.9M 500k 9.71
Atlas Crest Investment Corp Com Cl A 0.1 $3.9M 400k 9.76
Finserv Acquisition Corp Ii Com Cl A 0.1 $2.9M 300k 9.73
Kkr Acquisition Holding I Com Class A 0.1 $2.4M 250k 9.75
Altimeter Growth Corp 2 Com Cl A 0.1 $1.5M 150k 9.89
Kernel Group Holdings Cl A Shs (KRNL) 0.1 $1.5M 150k 9.74
Liberty Media Acquisition Com Sr A 0.0 $1.2M 120k 10.08
Austerlitz Acquisition Corp *w Exp 02/19/202 0.0 $602k 581k 1.04
Svf Investment Corp 3 Cl A Shs 0.0 $492k 50k 9.84
Svf Investment Corp 2 Cl A Shs 0.0 $491k 50k 9.82
Austerlitz Acquisition Corp *w Exp 02/19/202 (AUSCF) 0.0 $419k 250k 1.68
Northern Star Invest Corp Ii *w Exp 02/25/202 (NSTTW) 0.0 $254k 250k 1.02
Northern Star Invest Corp Iv *w Exp 02/25/202 (NSTDW) 0.0 $229k 250k 0.92
Warburg Pincus Captal Corp I *w Exp 99/99/999 0.0 $223k 200k 1.11
Warburg Pincus Captal Corp I *w Exp 99/99/999 (WPCBF) 0.0 $186k 200k 0.93
Nightdragon Acquisition Corp *w Exp 02/26/202 0.0 $175k 200k 0.88
Crucible Acquisition Corp *w Exp 12/26/202 0.0 $169k 200k 0.84
Marlin Technology Corp *w Exp 01/12/202 0.0 $164k 200k 0.82
Arrowroot Acquisition Corp *w Exp 03/02/202 (ARRWW) 0.0 $145k 250k 0.58
Ftac Athena Acquisition Corp Unit 99/99/9999 0.0 $102k 10k 10.20
Atlas Crest Investment Corp *w Exp 02/03/202 0.0 $85k 100k 0.85
Finserv Acquisition Corp Ii *w Exp 02/17/202 0.0 $67k 75k 0.89
Kkr Acquisition Holding I *w Exp 99/99/999 (KAHCW) 0.0 $60k 63k 0.96
Kernel Group Holdings *w Exp 02/02/202 (KRNLW) 0.0 $45k 75k 0.60
Liberty Media Acquisition *w Exp 01/22/202 0.0 $36k 24k 1.50