Cadian Capital Management as of Sept. 30, 2011
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 44 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 2000 Index (IWM) | 8.1 | $180M | 2.8M | 64.30 | |
| NCR Corporation (VYX) | 7.5 | $168M | 9.9M | 16.89 | |
| ON Semiconductor (ON) | 7.1 | $158M | 22M | 7.18 | |
| Express Scripts | 6.3 | $140M | 3.8M | 37.07 | |
| Thoratec Corporation | 5.5 | $123M | 3.8M | 32.64 | |
| PMC-Sierra | 4.0 | $90M | 15M | 5.98 | |
| NetApp (NTAP) | 3.7 | $84M | 2.5M | 33.93 | |
| Solutia | 3.5 | $78M | 6.1M | 12.85 | |
| Nxp Semiconductors N V (NXPI) | 3.4 | $75M | 5.3M | 14.12 | |
| Life Technologies | 3.2 | $72M | 1.9M | 38.43 | |
| Nice Systems (NICE) | 3.2 | $72M | 2.4M | 30.35 | |
| Taleo Corporation | 3.1 | $69M | 2.7M | 25.72 | |
| CareFusion Corporation | 3.1 | $69M | 2.9M | 23.95 | |
| General Cable Corporation | 3.1 | $69M | 2.9M | 23.36 | |
| MF Global Holdings | 2.8 | $63M | 15M | 4.13 | |
| Toll Brothers (TOL) | 2.4 | $54M | 3.8M | 14.43 | |
| Verint Systems (VRNT) | 2.4 | $53M | 2.0M | 26.29 | |
| Equinix | 2.2 | $49M | 547k | 88.83 | |
| Amkor Technology (AMKR) | 2.2 | $49M | 11M | 4.36 | |
| NetScout Systems (NTCT) | 2.1 | $48M | 4.2M | 11.42 | |
| Aspen Technology | 2.1 | $47M | 3.1M | 15.27 | |
| Lattice Semiconductor (LSCC) | 1.9 | $41M | 7.9M | 5.25 | |
| Quality Systems | 1.8 | $41M | 420k | 97.00 | |
| Autodesk (ADSK) | 1.8 | $40M | 1.4M | 27.79 | |
| Watsco, Incorporated (WSO) | 1.6 | $36M | 707k | 51.10 | |
| Comscore | 1.4 | $32M | 1.9M | 16.87 | |
| Kemet Corporation Cmn | 1.4 | $31M | 4.3M | 7.15 | |
| Expedia | 1.3 | $28M | 1.1M | 25.75 | |
| Skechers USA (SKX) | 1.2 | $28M | 2.0M | 14.03 | |
| Radware Ltd ord (RDWR) | 1.2 | $27M | 1.2M | 21.59 | |
| Tesla Motors (TSLA) | 1.1 | $26M | 1.0M | 24.39 | |
| Standard Microsystems Corporation | 1.0 | $22M | 1.1M | 19.40 | |
| WebMD Health | 0.6 | $13M | 425k | 30.15 | |
| Ultratech | 0.5 | $11M | 619k | 17.15 | |
| Analog Devices (ADI) | 0.5 | $11M | 335k | 31.25 | |
| Ltx Credence Corporation | 0.4 | $9.2M | 1.7M | 5.29 | |
| Open Text Corp (OTEX) | 0.4 | $8.9M | 170k | 52.12 | |
| Fusion-io | 0.2 | $5.0M | 261k | 19.00 | |
| InterDigital (IDCC) | 0.2 | $4.7M | 100k | 46.58 | |
| Net 1 UEPS Technologies (LSAK) | 0.2 | $3.9M | 600k | 6.50 | |
| Aixtron | 0.2 | $3.6M | 250k | 14.52 | |
| VirnetX Holding Corporation | 0.1 | $3.0M | 202k | 14.99 | |
| Teradyne (TER) | 0.0 | $551k | 50k | 11.02 | |
| Homeaway | 0.0 | $504k | 15k | 33.60 |
