Cadian Capital Management as of Dec. 31, 2023
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 31 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Planet Fitness Cl A (PLNT) | 12.9 | $323M | 4.4M | 73.00 | |
| Catalent (CTLT) | 10.9 | $273M | 6.1M | 44.93 | |
| Procore Technologies (PCOR) | 10.3 | $257M | 3.7M | 69.22 | |
| Hubspot (HUBS) | 8.0 | $200M | 344k | 580.54 | |
| Sprinklr Cl A (CXM) | 7.0 | $175M | 15M | 12.04 | |
| Varonis Sys (VRNS) | 5.7 | $143M | 3.2M | 45.28 | |
| Criteo S A Spons Ads (CRTO) | 4.3 | $107M | 4.2M | 25.32 | |
| Lithia Motors (LAD) | 4.2 | $105M | 320k | 329.28 | |
| Braze Com Cl A (BRZE) | 3.4 | $85M | 1.6M | 53.13 | |
| Palo Alto Networks (PANW) | 3.2 | $80M | 271k | 294.88 | |
| New York Times Cl A (NYT) | 3.1 | $79M | 1.6M | 48.99 | |
| Hyatt Hotels Corp Com Cl A (H) | 3.0 | $76M | 582k | 130.41 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 2.9 | $74M | 7.6M | 9.73 | |
| Pegasystems (PEGA) | 2.9 | $72M | 1.5M | 48.86 | |
| Iqvia Holdings (IQV) | 2.8 | $70M | 303k | 231.38 | |
| Bath & Body Works In (BBWI) | 2.3 | $58M | 1.4M | 43.16 | |
| Mirum Pharmaceuticals (MIRM) | 2.3 | $57M | 1.9M | 29.52 | |
| Cryoport Com Par $0.001 (CYRX) | 2.1 | $54M | 3.5M | 15.49 | |
| Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 2.0 | $50M | 1.8M | 28.78 | |
| Liberty Media Corp Del Com Lbty Srm S A (LSXMA) | 1.7 | $42M | 1.5M | 28.74 | |
| Maxcyte (MXCT) | 1.1 | $27M | 5.6M | 4.70 | |
| Tactile Systems Technology, In (TCMD) | 1.0 | $25M | 1.7M | 14.30 | |
| Guardant Health (GH) | 0.8 | $19M | 710k | 27.05 | |
| Aurora Innovation Class A Com (AUR) | 0.7 | $18M | 4.1M | 4.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $16M | 112k | 139.69 | |
| Us Foods Hldg Corp call (USFD) | 0.5 | $13M | 295k | 45.41 | |
| Microsoft Corporation (MSFT) | 0.2 | $5.1M | 14k | 376.04 | |
| Bowlero Corp Cl A Com (BOWL) | 0.2 | $4.1M | 289k | 14.16 | |
| Omnicell (OMCL) | 0.1 | $2.4M | 65k | 37.63 | |
| Arrowroot Acquisition Corp *w Exp 03/02/202 (ARRWW) | 0.0 | $23k | 250k | 0.09 | |
| Kernel Group Holdings *w Exp 02/02/202 (KRNLW) | 0.0 | $1.7k | 75k | 0.02 |
