Cadian Capital Management as of March 31, 2012
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 49 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts | 7.7 | $224M | 4.1M | 54.18 | |
| NCR Corporation (VYX) | 6.1 | $177M | 8.2M | 21.71 | |
| Solutia | 5.9 | $170M | 6.1M | 27.94 | |
| PMC-Sierra | 5.7 | $166M | 23M | 7.23 | |
| NetApp (NTAP) | 5.3 | $155M | 3.5M | 44.77 | |
| ON Semiconductor (ON) | 5.1 | $148M | 17M | 9.01 | |
| Thoratec Corporation | 5.0 | $145M | 4.3M | 33.71 | |
| General Cable Corporation | 4.4 | $128M | 4.4M | 29.08 | |
| Life Technologies | 3.9 | $114M | 2.3M | 48.82 | |
| Verint Systems (VRNT) | 3.9 | $112M | 3.5M | 32.39 | |
| Autodesk (ADSK) | 3.6 | $105M | 2.5M | 42.32 | |
| Nice Systems (NICE) | 3.4 | $99M | 2.5M | 39.30 | |
| CareFusion Corporation | 3.3 | $96M | 3.7M | 25.93 | |
| Nxp Semiconductors N V (NXPI) | 2.8 | $82M | 3.1M | 26.61 | |
| Abercrombie & Fitch (ANF) | 2.8 | $82M | 1.6M | 49.61 | |
| Weight Watchers International | 2.8 | $81M | 1.0M | 77.19 | |
| NetScout Systems (NTCT) | 2.5 | $73M | 3.6M | 20.34 | |
| Tesla Motors (TSLA) | 2.5 | $72M | 1.9M | 37.24 | |
| Eastman Chemical Company (EMN) | 2.4 | $70M | 1.4M | 51.69 | |
| Altera Corporation | 1.9 | $54M | 1.4M | 39.82 | |
| Watsco, Incorporated (WSO) | 1.6 | $45M | 613k | 74.04 | |
| Comscore | 1.6 | $45M | 2.1M | 21.39 | |
| Kemet Corporation Cmn | 1.4 | $42M | 4.4M | 9.36 | |
| Toll Brothers (TOL) | 1.3 | $39M | 1.6M | 23.99 | |
| Rock-Tenn Company | 1.3 | $37M | 550k | 67.56 | |
| Sodastream International | 1.2 | $34M | 1.0M | 33.68 | |
| Rockwood Holdings | 1.1 | $33M | 625k | 52.15 | |
| Amkor Technology (AMKR) | 1.1 | $32M | 5.3M | 6.14 | |
| Radware Ltd ord (RDWR) | 1.1 | $31M | 827k | 37.44 | |
| Comverse Technology | 1.0 | $29M | 4.2M | 6.87 | |
| Standard Microsystems Corporation | 0.9 | $27M | 1.0M | 25.87 | |
| Lattice Semiconductor (LSCC) | 0.7 | $21M | 3.3M | 6.43 | |
| Rpx Corp | 0.7 | $20M | 1.2M | 16.96 | |
| Universal Display Corporation (OLED) | 0.6 | $18M | 485k | 36.53 | |
| Equinix | 0.5 | $15M | 93k | 157.45 | |
| Unisys Corporation (UIS) | 0.4 | $13M | 632k | 19.72 | |
| Ltx Credence Corporation | 0.4 | $12M | 1.7M | 7.19 | |
| Open Text Corp (OTEX) | 0.3 | $9.2M | 150k | 61.16 | |
| EMC Corporation | 0.3 | $8.2M | 275k | 29.88 | |
| Stec | 0.3 | $7.5M | 799k | 9.44 | |
| Fusion-io | 0.2 | $7.0M | 245k | 28.41 | |
| Invensense | 0.2 | $6.1M | 335k | 18.10 | |
| Linkedin Corp | 0.2 | $5.9M | 57k | 101.99 | |
| Fortinet (FTNT) | 0.1 | $4.0M | 145k | 27.65 | |
| Charles River Laboratories (CRL) | 0.1 | $3.6M | 100k | 36.09 | |
| Demandware | 0.1 | $3.4M | 113k | 29.80 | |
| Verisign (VRSN) | 0.1 | $2.9M | 75k | 38.35 | |
| Bazaarvoice | 0.0 | $1.3M | 65k | 19.88 | |
| VirnetX Holding Corporation | 0.0 | $435k | 18k | 23.90 |
