Cadian Capital Management

Cadian Capital Management as of Sept. 30, 2023

Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 32 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palo Alto Networks (PANW) 11.4 $282M 1.2M 234.44
Catalent (CTLT) 9.7 $242M 5.3M 45.53
Planet Fitness Cl A (PLNT) 8.0 $199M 4.0M 49.18
Procore Technologies (PCOR) 8.0 $198M 3.0M 65.32
Hubspot (HUBS) 6.7 $166M 337k 492.50
Zoominfo Technologies Common Stock (ZI) 6.4 $160M 9.8M 16.40
Braze Com Cl A (BRZE) 6.3 $156M 3.3M 46.73
Sprinklr Cl A (CXM) 6.2 $155M 11M 13.84
Pegasystems (PEGA) 6.0 $149M 3.4M 43.41
Varonis Sys (VRNS) 4.4 $109M 3.6M 30.54
New York Times Cl A (NYT) 4.0 $99M 2.4M 41.20
Alphabet Cap Stk Cl A (GOOGL) 3.8 $95M 725k 130.86
Criteo S A Spons Ads (CRTO) 2.9 $73M 2.5M 29.20
Hyatt Hotels Corp Com Cl A (H) 2.7 $66M 622k 106.08
Bigcommerce Hldgs Com Ser 1 (BIGC) 2.6 $66M 6.6M 9.87
Mirum Pharmaceuticals (MIRM) 1.8 $45M 1.4M 31.60
Datadog Cl A Com (DDOG) 1.8 $45M 497k 91.09
Cryoport Com Par $0.001 (CYRX) 1.5 $36M 2.7M 13.71
Microsoft Corporation (MSFT) 1.4 $34M 107k 315.75
Liberty Media Corp Del Com Lbty Srm S C (LSXMK) 1.3 $32M 1.3M 25.46
Liberty Media Corp Del Com Lbty Srm S A (LSXMA) 1.1 $28M 1.1M 25.45
PROS Holdings (PRO) 0.5 $13M 387k 34.62
Sirius Xm Holdings (SIRI) 0.4 $8.9M 2.0M 4.52
Five9 (FIVN) 0.2 $5.5M 85k 64.30
C3 Ai Cl A (AI) 0.2 $5.1M 200k 25.52
Chargepoint Holdings Com Cl A (CHPT) 0.2 $5.0M 1.0M 4.97
Bowlero Corp Cl A Com (BOWL) 0.2 $4.8M 500k 9.62
Cava Group Ord (CAVA) 0.2 $4.6M 150k 30.63
Gamestop Corp Cl A (GME) 0.1 $2.1M 130k 16.46
Arrowroot Acquisition Corp *w Exp 03/02/202 (ARRWW) 0.0 $45k 250k 0.18
Kernel Group Holdings *w Exp 02/02/202 (KRNLW) 0.0 $5.2k 75k 0.07
Finserv Acquisition Corp Ii *w Exp 02/17/202 0.0 $2.8k 75k 0.04