Cadian Capital Management

Cadian Capital Management as of March 31, 2022

Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 60 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palo Alto Networks (PANW) 17.1 $343M 552k 622.51
Anaplan 13.3 $267M 4.1M 65.05
Uber Technologies (UBER) 10.1 $203M 5.7M 35.68
Zendesk 6.2 $125M 1.0M 120.29
Blueprint Medicines (BPMC) 6.1 $123M 1.9M 63.88
Booking Holdings (BKNG) 5.7 $114M 49k 2348.45
Match Group (MTCH) 4.5 $91M 837k 108.74
Coupa Software 4.5 $90M 884k 101.63
Alphabet Cap Stk Cl A (GOOGL) 4.2 $85M 30k 2781.36
New York Times Cl A (NYT) 4.0 $80M 1.7M 45.84
Eventbrite Com Cl A (EB) 3.7 $73M 5.0M 14.77
Sprinklr Cl A (CXM) 2.7 $54M 4.6M 11.90
Liberty Broadband Corp Com Ser C (LBRDK) 2.6 $53M 391k 135.32
Braze Com Cl A (BRZE) 1.8 $35M 847k 41.47
Tcv Acquisition Corp Cl A Shs 1.3 $27M 2.8M 9.76
Alight Com Cl A (ALIT) 1.3 $27M 2.7M 9.95
Austerlitz Acquisition Corp Com Cl A 1.1 $23M 2.3M 9.78
Mirum Pharmaceuticals (MIRM) 0.8 $16M 745k 22.02
Genius Sports Shares Cl A (GENI) 0.8 $16M 3.4M 4.60
Northern Star Invest Corp Ii Com Cl A (NSTC) 0.7 $15M 1.5M 9.79
Northern Star Invest Corp Iv Com Cl A (NSTD) 0.7 $15M 1.5M 9.76
Varonis Sys (VRNS) 0.6 $12M 250k 47.54
Warburg Pincus Captal Corp I Shs Cl A 0.5 $9.8M 1.0M 9.83
Warburg Pincus Captal Corp I Shs Cl A 0.5 $9.8M 1.0M 9.82
Two Com Cl A 0.5 $9.8M 1.0M 9.78
Nightdragon Acquisition Corp Class A Com 0.5 $9.8M 1.0M 9.77
Altc Acquisition Corp Com Cl A (ALCC) 0.5 $9.8M 1.0M 9.76
Meta Platforms Cl A (META) 0.5 $9.4M 42k 222.35
Select Sector Spdr Tr Energy (XLE) 0.5 $9.2M 121k 76.44
Marlin Technology Corp Cl A Shs 0.3 $5.9M 600k 9.82
Crucible Acquisition Corp Com Cl A 0.3 $5.9M 600k 9.81
Verint Systems (VRNT) 0.3 $5.2M 100k 51.70
Microsoft Corporation (MSFT) 0.2 $4.9M 16k 308.32
Arrowroot Acquisition Corp Cl A Com (ARRW) 0.2 $4.9M 500k 9.76
Atlas Crest Investment Corp Com Cl A 0.2 $3.9M 400k 9.82
Tenable Hldgs (TENB) 0.2 $3.8M 66k 57.79
Amplitude Com Cl A (AMPL) 0.2 $3.3M 180k 18.43
Finserv Acquisition Corp Ii Com Cl A 0.1 $2.9M 300k 9.78
Kkr Acquisition Holding I Com Class A 0.1 $2.5M 250k 9.83
Altimeter Growth Corp 2 Com Cl A 0.1 $1.5M 150k 9.82
Kernel Group Holdings Cl A Shs (KRNL) 0.1 $1.5M 150k 9.81
Liberty Media Acquisition Com Sr A 0.1 $1.2M 120k 9.91
Svf Investment Corp 3 Cl A Shs 0.0 $496k 50k 9.92
Svf Investment Corp 2 Cl A Shs 0.0 $492k 50k 9.84
Austerlitz Acquisition Corp *w Exp 02/19/202 0.0 $299k 581k 0.51
Austerlitz Acquisition Corp *w Exp 02/19/202 (AUSCF) 0.0 $141k 250k 0.56
Northern Star Invest Corp Iv *w Exp 02/25/202 (NSTDW) 0.0 $113k 250k 0.45
Northern Star Invest Corp Ii *w Exp 02/25/202 (NSTTW) 0.0 $106k 250k 0.42
Nightdragon Acquisition Corp *w Exp 02/26/202 0.0 $98k 200k 0.49
Ftac Athena Acquisition Corp Cl A Shs 0.0 $98k 10k 9.80
Warburg Pincus Captal Corp I *w Exp 99/99/999 0.0 $97k 200k 0.48
Warburg Pincus Captal Corp I *w Exp 99/99/999 (WPCBF) 0.0 $95k 200k 0.47
Crucible Acquisition Corp *w Exp 12/26/202 0.0 $66k 200k 0.33
Arrowroot Acquisition Corp *w Exp 03/02/202 (ARRWW) 0.0 $61k 250k 0.24
Marlin Technology Corp *w Exp 01/12/202 0.0 $59k 200k 0.29
Kkr Acquisition Holding I *w Exp 03/17/202 (KAHCW) 0.0 $42k 63k 0.67
Atlas Crest Investment Corp *w Exp 02/03/202 0.0 $33k 100k 0.33
Finserv Acquisition Corp Ii *w Exp 02/17/202 0.0 $26k 75k 0.35
Kernel Group Holdings *w Exp 02/02/202 (KRNLW) 0.0 $21k 75k 0.28
Liberty Media Acquisition *w Exp 99/99/999 0.0 $16k 24k 0.67