Cadian Capital Management as of June 30, 2011
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 51 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ON Semiconductor (ON) | 8.9 | $220M | 21M | 10.47 | |
| NCR Corporation (VYX) | 7.5 | $184M | 9.7M | 18.89 | |
| Solutia | 5.7 | $139M | 6.1M | 22.85 | |
| NetApp (NTAP) | 4.6 | $114M | 2.2M | 52.78 | |
| Thoratec Corporation | 4.5 | $110M | 3.3M | 32.82 | |
| Equinix | 4.2 | $103M | 1.0M | 101.02 | |
| Express Scripts | 4.0 | $99M | 1.8M | 53.98 | |
| Amkor Technology (AMKR) | 3.9 | $95M | 16M | 6.17 | |
| Toll Brothers (TOL) | 3.6 | $88M | 4.2M | 20.74 | |
| NetScout Systems (NTCT) | 3.6 | $88M | 4.2M | 20.89 | |
| General Cable Corporation | 3.5 | $85M | 2.0M | 42.58 | |
| MF Global Holdings | 3.2 | $79M | 10M | 7.74 | |
| Aspen Technology | 3.1 | $76M | 4.4M | 17.18 | |
| Nice Systems (NICE) | 2.9 | $70M | 1.9M | 36.36 | |
| PMC-Sierra | 2.8 | $68M | 9.0M | 7.57 | |
| Taleo Corporation | 2.8 | $68M | 1.8M | 37.03 | |
| Verint Systems (VRNT) | 2.6 | $65M | 1.7M | 37.04 | |
| Watsco, Incorporated (WSO) | 2.4 | $58M | 854k | 67.99 | |
| Quality Systems | 2.2 | $54M | 620k | 87.30 | |
| CareFusion Corporation | 2.2 | $54M | 2.0M | 27.17 | |
| Nxp Semiconductors N V (NXPI) | 2.1 | $51M | 1.9M | 26.73 | |
| Lattice Semiconductor (LSCC) | 2.0 | $50M | 7.7M | 6.52 | |
| Kemet Corporation Cmn | 1.8 | $45M | 3.2M | 14.29 | |
| Radware Ltd ord (RDWR) | 1.7 | $42M | 1.2M | 34.84 | |
| Expedia | 1.7 | $42M | 1.4M | 28.99 | |
| Yahoo! | 1.6 | $38M | 2.6M | 15.04 | |
| Life Technologies | 1.4 | $35M | 675k | 52.07 | |
| Charles River Laboratories (CRL) | 1.4 | $33M | 815k | 40.65 | |
| Standard Microsystems Corporation | 1.3 | $31M | 1.1M | 26.99 | |
| Skechers USA (SKX) | 1.1 | $26M | 1.8M | 14.48 | |
| Travelzoo | 1.0 | $24M | 371k | 64.64 | |
| EMC Corporation | 0.8 | $19M | 675k | 27.55 | |
| Cogo (COGO) | 0.8 | $19M | 3.5M | 5.34 | |
| MasterCard Incorporated (MA) | 0.7 | $18M | 59k | 301.34 | |
| Aixtron | 0.5 | $12M | 350k | 34.12 | |
| Open Text Corp (OTEX) | 0.4 | $11M | 170k | 64.02 | |
| National CineMedia | 0.4 | $11M | 637k | 16.91 | |
| Net 1 UEPS Technologies (LSAK) | 0.2 | $5.2M | 600k | 8.68 | |
| Teradyne (TER) | 0.2 | $4.8M | 325k | 14.80 | |
| Sierra Wireless | 0.2 | $4.8M | 414k | 11.69 | |
| NetGear (NTGR) | 0.2 | $4.6M | 105k | 43.72 | |
| China Medical Technologies | 0.1 | $3.7M | 475k | 7.71 | |
| Abercrombie & Fitch (ANF) | 0.1 | $3.3M | 50k | 66.92 | |
| Adecoagro S A (AGRO) | 0.1 | $3.6M | 318k | 11.16 | |
| Verigy | 0.1 | $3.1M | 207k | 14.97 | |
| Servicesource | 0.1 | $2.7M | 121k | 22.22 | |
| Demand Media | 0.0 | $955k | 71k | 13.55 | |
| Ultratech | 0.0 | $760k | 25k | 30.40 | |
| Responsys | 0.0 | $709k | 40k | 17.72 | |
| Gnc Holdings Inc Cl A | 0.0 | $567k | 26k | 21.80 | |
| 21vianet Group (VNET) | 0.0 | $344k | 25k | 13.76 |
