Cadian Capital Management as of Dec. 31, 2011
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 44 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts | 8.6 | $211M | 4.7M | 44.69 | |
| iShares Russell 2000 Index (IWM) | 8.1 | $199M | 2.7M | 73.75 | |
| ON Semiconductor (ON) | 7.1 | $173M | 23M | 7.72 | |
| NCR Corporation (VYX) | 5.7 | $139M | 8.4M | 16.46 | |
| Thoratec Corporation | 5.3 | $131M | 3.9M | 33.56 | |
| PMC-Sierra | 5.1 | $126M | 23M | 5.51 | |
| NetApp (NTAP) | 4.4 | $108M | 3.0M | 36.27 | |
| Solutia | 4.3 | $105M | 6.1M | 17.28 | |
| Life Technologies | 3.9 | $97M | 2.5M | 38.91 | |
| Nice Systems (NICE) | 3.4 | $84M | 2.4M | 34.45 | |
| General Cable Corporation | 3.3 | $82M | 3.3M | 25.02 | |
| Nxp Semiconductors N V (NXPI) | 3.2 | $79M | 5.1M | 15.37 | |
| NetScout Systems (NTCT) | 3.0 | $74M | 4.2M | 17.60 | |
| CareFusion Corporation | 3.0 | $73M | 2.9M | 25.41 | |
| Verint Systems (VRNT) | 2.8 | $69M | 2.5M | 27.54 | |
| Comverse Technology | 2.6 | $65M | 9.4M | 6.86 | |
| Abercrombie & Fitch (ANF) | 2.3 | $57M | 1.2M | 48.84 | |
| Autodesk (ADSK) | 2.2 | $55M | 1.8M | 30.33 | |
| Altera Corporation | 1.9 | $48M | 1.3M | 37.10 | |
| Equinix | 1.9 | $45M | 447k | 101.40 | |
| Comscore | 1.6 | $40M | 1.9M | 21.20 | |
| Tesla Motors (TSLA) | 1.4 | $35M | 1.2M | 28.56 | |
| Amkor Technology (AMKR) | 1.4 | $35M | 7.9M | 4.36 | |
| Watsco, Incorporated (WSO) | 1.3 | $33M | 500k | 65.66 | |
| Radware Ltd ord (RDWR) | 1.3 | $32M | 1.1M | 29.25 | |
| Kemet Corporation Cmn | 1.3 | $31M | 4.4M | 7.05 | |
| Lattice Semiconductor (LSCC) | 1.2 | $29M | 4.9M | 5.94 | |
| Toll Brothers (TOL) | 1.2 | $29M | 1.4M | 20.42 | |
| Standard Microsystems Corporation | 1.1 | $27M | 1.1M | 25.77 | |
| Taleo Corporation | 1.0 | $24M | 617k | 38.69 | |
| Skechers USA (SKX) | 0.8 | $21M | 1.7M | 12.12 | |
| VMware | 0.7 | $17M | 200k | 83.19 | |
| Universal Display Corporation (OLED) | 0.6 | $15M | 410k | 36.69 | |
| Ltx Credence Corporation | 0.6 | $14M | 2.5M | 5.35 | |
| Rock-Tenn Company | 0.5 | $12M | 200k | 57.70 | |
| Shutterfly | 0.5 | $11M | 493k | 22.76 | |
| EMC Corporation | 0.3 | $8.6M | 400k | 21.54 | |
| VirnetX Holding Corporation | 0.2 | $5.6M | 223k | 24.97 | |
| Fusion-io | 0.2 | $4.6M | 190k | 24.20 | |
| Expedia (EXPE) | 0.2 | $4.4M | 150k | 29.02 | |
| Fortinet (FTNT) | 0.2 | $4.1M | 186k | 21.81 | |
| Ultratech | 0.1 | $3.1M | 124k | 24.57 | |
| Rpx Corp | 0.1 | $1.8M | 140k | 12.65 | |
| Aspen Technology | 0.1 | $1.5M | 88k | 17.36 |
