Cadian Capital Management

Cadian Capital Management as of Sept. 30, 2022

Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 56 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palo Alto Networks (PANW) 14.5 $248M 1.5M 163.79
Booking Holdings (BKNG) 10.2 $174M 106k 1643.21
Braze Com Cl A (BRZE) 9.4 $161M 4.6M 34.83
Coupa Software 6.7 $114M 1.9M 58.80
Uber Technologies (UBER) 6.1 $104M 3.9M 26.50
Blueprint Medicines (BPMC) 5.6 $96M 1.5M 65.89
Procore Technologies (PCOR) 5.5 $94M 1.9M 49.48
New York Times Cl A (NYT) 4.6 $79M 2.7M 28.75
Sprinklr Cl A (CXM) 4.6 $79M 8.5M 9.22
Hubspot (HUBS) 4.4 $75M 278k 270.12
Alphabet Cap Stk Cl A (GOOGL) 3.8 $65M 678k 95.65
Eventbrite Com Cl A (EB) 2.8 $49M 8.0M 6.08
Pegasystems (PEGA) 2.3 $40M 1.2M 32.14
Amplitude Com Cl A (AMPL) 2.0 $35M 2.2M 15.47
Planet Fitness Cl A (PLNT) 1.8 $30M 521k 57.66
Mirum Pharmaceuticals (MIRM) 1.7 $29M 1.4M 21.01
Microsoft Corporation (MSFT) 1.6 $28M 120k 232.90
Tcv Acquisition Corp Cl A Shs 1.6 $27M 2.8M 9.80
Ultragenyx Pharmaceutical (RARE) 1.5 $26M 627k 41.41
Austerlitz Acquisition Corp Com Cl A 1.3 $23M 2.3M 9.81
Northern Star Invest Corp Ii Com Cl A (NSTC) 0.9 $15M 1.5M 9.85
Northern Star Invest Corp Iv Com Cl A (NSTD) 0.9 $15M 1.5M 9.82
Varonis Sys (VRNS) 0.8 $13M 492k 26.52
Warburg Pincus Captal Corp I Shs Cl A 0.6 $9.9M 1.0M 9.92
Warburg Pincus Captal Corp I Shs Cl A 0.6 $9.9M 1.0M 9.92
Two Com Cl A 0.6 $9.9M 1.0M 9.89
Nightdragon Acquisition Corp Class A Com 0.6 $9.8M 1.0M 9.82
Altc Acquisition Corp Com Cl A (ALCC) 0.6 $9.8M 1.0M 9.76
PROS Holdings (PRO) 0.4 $6.9M 280k 24.70
Crucible Acquisition Corp Com Cl A 0.3 $6.0M 600k 9.96
Marlin Technology Corp Cl A Shs 0.3 $6.0M 600k 9.95
Arrowroot Acquisition Corp Cl A Com (ARRW) 0.3 $4.9M 500k 9.82
Amazon (AMZN) 0.3 $4.8M 42k 113.00
Atlas Crest Investment Corp Com Cl A 0.2 $3.9M 400k 9.85
Finserv Acquisition Corp Ii Com Cl A 0.2 $3.0M 300k 9.84
Kkr Acquisition Holding I Com Class A 0.1 $2.5M 250k 9.84
Spotify Technology S A SHS (SPOT) 0.1 $1.6M 18k 86.28
Kernel Group Holdings Cl A Shs (KRNL) 0.1 $1.5M 150k 9.92
Altimeter Growth Corp 2 Com Cl A 0.1 $1.5M 150k 9.91
Liberty Media Acquisition Com Sr A 0.1 $1.2M 120k 9.94
Svf Investment Corp 2 Cl A Shs 0.0 $496k 50k 9.92
Ftac Athena Acquisition Corp Cl A Shs 0.0 $99k 10k 9.90
Austerlitz Acquisition Corp *w Exp 02/19/202 0.0 $78k 581k 0.13
Austerlitz Acquisition Corp *w Exp 02/19/202 (AUSCF) 0.0 $25k 250k 0.10
Nightdragon Acquisition Corp *w Exp 02/26/202 0.0 $22k 200k 0.11
Northern Star Invest Corp Iv *w Exp 02/25/202 (NSTDW) 0.0 $18k 250k 0.07
Marlin Technology Corp *w Exp 01/12/202 0.0 $16k 200k 0.08
Warburg Pincus Captal Corp I *w Exp 99/99/999 0.0 $14k 200k 0.07
Northern Star Invest Corp Ii *w Exp 02/25/202 (NSTTW) 0.0 $12k 250k 0.05
Warburg Pincus Captal Corp I *w Exp 99/99/999 (WPCBF) 0.0 $12k 200k 0.06
Arrowroot Acquisition Corp *w Exp 03/02/202 (ARRWW) 0.0 $8.0k 250k 0.03
Kkr Acquisition Holding I *w Exp 03/17/202 (KAHCW) 0.0 $7.0k 63k 0.11
Atlas Crest Investment Corp *w Exp 02/03/202 0.0 $5.0k 100k 0.05
Finserv Acquisition Corp Ii *w Exp 02/17/202 0.0 $3.0k 75k 0.04
Kernel Group Holdings *w Exp 02/02/202 (KRNLW) 0.0 $2.0k 75k 0.03
Liberty Media Acquisition *w Exp 99/99/999 0.0 $0 24k 0.00