Cadian Capital Management as of June 30, 2012
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 46 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NCR Corporation (VYX) | 7.1 | $200M | 8.8M | 22.73 | |
| Express Scripts Holding | 6.5 | $182M | 3.3M | 55.83 | |
| Solutia | 6.1 | $171M | 6.1M | 28.05 | |
| NetApp (NTAP) | 6.0 | $169M | 5.3M | 31.82 | |
| Thoratec Corporation | 6.0 | $169M | 5.0M | 33.58 | |
| PMC-Sierra | 5.0 | $140M | 23M | 6.14 | |
| General Cable Corporation | 4.5 | $127M | 4.9M | 25.94 | |
| ON Semiconductor (ON) | 4.4 | $124M | 17M | 7.10 | |
| Verint Systems (VRNT) | 4.1 | $115M | 3.9M | 29.51 | |
| Life Technologies | 4.0 | $111M | 2.5M | 44.99 | |
| Tesla Motors (TSLA) | 3.6 | $102M | 3.3M | 31.29 | |
| CareFusion Corporation | 3.4 | $95M | 3.7M | 25.68 | |
| Nice Systems (NICE) | 3.0 | $84M | 2.3M | 36.60 | |
| Eastman Chemical Company (EMN) | 2.9 | $82M | 1.6M | 50.37 | |
| Nxp Semiconductors N V (NXPI) | 2.9 | $82M | 3.5M | 23.23 | |
| Autodesk (ADSK) | 2.7 | $77M | 2.2M | 34.99 | |
| Altera Corporation | 2.4 | $67M | 2.0M | 33.84 | |
| Yahoo! | 2.1 | $59M | 3.7M | 15.83 | |
| Cavium | 1.7 | $48M | 1.7M | 28.00 | |
| Sodastream International | 1.7 | $48M | 1.2M | 40.97 | |
| Watsco, Incorporated (WSO) | 1.6 | $45M | 615k | 73.80 | |
| Comscore | 1.5 | $42M | 2.5M | 16.46 | |
| Rock-Tenn Company | 1.4 | $41M | 745k | 54.55 | |
| Amkor Technology (AMKR) | 1.4 | $40M | 8.1M | 4.88 | |
| Lattice Semiconductor (LSCC) | 1.4 | $40M | 11M | 3.75 | |
| Amdocs Ltd ord (DOX) | 1.3 | $35M | 1.2M | 29.72 | |
| Universal Display Corporation (OLED) | 1.1 | $29M | 816k | 35.94 | |
| Rockwood Holdings | 0.9 | $27M | 600k | 44.35 | |
| Kemet Corporation Cmn | 0.9 | $27M | 4.4M | 6.01 | |
| NetScout Systems (NTCT) | 0.9 | $25M | 1.2M | 21.59 | |
| Comverse Technology | 0.9 | $24M | 4.2M | 5.82 | |
| Radware Ltd ord (RDWR) | 0.8 | $24M | 617k | 38.29 | |
| Shutterfly | 0.8 | $23M | 735k | 30.69 | |
| Rpx Corp | 0.8 | $21M | 1.5M | 14.35 | |
| Toll Brothers (TOL) | 0.7 | $19M | 650k | 29.73 | |
| Westlake Chemical Corporation (WLK) | 0.7 | $18M | 350k | 52.26 | |
| Oracle Corporation (ORCL) | 0.6 | $16M | 550k | 29.70 | |
| Unisys Corporation (UIS) | 0.5 | $13M | 666k | 19.55 | |
| Ltx Credence Corporation | 0.4 | $11M | 1.7M | 6.70 | |
| Stec | 0.3 | $8.2M | 1.0M | 7.80 | |
| Invensense | 0.2 | $6.8M | 603k | 11.30 | |
| Fusion-io | 0.2 | $5.1M | 245k | 20.89 | |
| Infoblox | 0.2 | $5.1M | 222k | 22.93 | |
| National CineMedia | 0.2 | $4.6M | 300k | 15.17 | |
| Standard Microsystems Corporation | 0.1 | $1.4M | 38k | 36.90 | |
| Envivio | 0.0 | $160k | 25k | 6.40 |
