Cadian Capital Management as of Dec. 31, 2012
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 52 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NetApp (NTAP) | 6.8 | $210M | 6.3M | 33.55 | |
| Thoratec Corporation | 6.3 | $193M | 5.2M | 37.52 | |
| NCR Corporation (VYX) | 5.4 | $165M | 6.5M | 25.48 | |
| General Cable Corporation | 4.9 | $150M | 4.9M | 30.41 | |
| ON Semiconductor (ON) | 4.5 | $138M | 20M | 7.05 | |
| PMC-Sierra | 3.9 | $119M | 23M | 5.21 | |
| Altera Corporation | 3.9 | $119M | 3.4M | 34.39 | |
| Rockwood Holdings | 3.8 | $117M | 2.4M | 49.46 | |
| Verint Systems (VRNT) | 3.7 | $114M | 3.9M | 29.36 | |
| CareFusion Corporation | 3.5 | $106M | 3.7M | 28.58 | |
| Autodesk (ADSK) | 2.9 | $90M | 2.5M | 35.35 | |
| Tesla Motors (TSLA) | 2.9 | $89M | 2.6M | 33.87 | |
| Westlake Chemical Corporation (WLK) | 2.8 | $86M | 1.1M | 79.30 | |
| Yahoo! | 2.7 | $82M | 4.1M | 19.90 | |
| Eastman Chemical Company (EMN) | 2.6 | $81M | 1.2M | 68.05 | |
| Express Scripts Holding | 2.6 | $79M | 1.5M | 54.00 | |
| Life Technologies | 2.5 | $76M | 1.6M | 49.03 | |
| VirnetX Holding Corporation | 2.4 | $74M | 2.5M | 29.28 | |
| Rock-Tenn Company | 2.3 | $70M | 1.0M | 69.91 | |
| LogMeIn | 2.2 | $69M | 3.1M | 22.41 | |
| Amdocs Ltd ord (DOX) | 2.2 | $67M | 2.0M | 33.99 | |
| Sodastream International | 2.1 | $65M | 1.5M | 44.89 | |
| Radware Ltd ord (RDWR) | 1.9 | $60M | 1.8M | 33.00 | |
| Informatica Corporation | 1.9 | $58M | 1.9M | 30.32 | |
| Parametric Technology | 1.9 | $57M | 2.5M | 22.51 | |
| F5 Networks (FFIV) | 1.7 | $54M | 551k | 97.15 | |
| Comverse Technology | 1.6 | $50M | 13M | 3.84 | |
| Comscore | 1.6 | $50M | 3.6M | 13.78 | |
| Lam Research Corporation (LRCX) | 1.5 | $47M | 1.3M | 36.13 | |
| Amkor Technology (AMKR) | 1.5 | $45M | 11M | 4.24 | |
| Lattice Semiconductor (LSCC) | 1.5 | $45M | 11M | 3.99 | |
| Rpx Corp | 1.0 | $30M | 3.3M | 9.04 | |
| Johnson Controls | 0.8 | $25M | 800k | 30.67 | |
| Shutterfly | 0.8 | $24M | 796k | 29.87 | |
| Kemet Corporation Cmn | 0.7 | $22M | 4.4M | 5.03 | |
| NetScout Systems (NTCT) | 0.7 | $22M | 852k | 25.99 | |
| EMC Corporation | 0.7 | $21M | 815k | 25.30 | |
| Citrix Systems | 0.7 | $20M | 305k | 65.62 | |
| Electronics For Imaging | 0.6 | $20M | 1.0M | 18.99 | |
| Ltx Credence Corporation | 0.6 | $18M | 2.7M | 6.56 | |
| Stec | 0.3 | $9.9M | 2.0M | 4.93 | |
| Nice Systems (NICE) | 0.3 | $8.2M | 246k | 33.48 | |
| Universal Display Corporation (OLED) | 0.2 | $7.7M | 300k | 25.62 | |
| National CineMedia | 0.1 | $4.2M | 300k | 14.13 | |
| Acme Packet | 0.1 | $4.0M | 180k | 22.12 | |
| Polypore International | 0.1 | $3.5M | 75k | 46.51 | |
| Infoblox | 0.1 | $2.6M | 147k | 17.97 | |
| Unisys Corporation (UIS) | 0.1 | $2.2M | 126k | 17.30 | |
| Juniper Networks (JNPR) | 0.1 | $1.8M | 92k | 19.67 | |
| Fortinet (FTNT) | 0.1 | $1.5M | 70k | 21.01 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $1.2M | 25k | 47.64 | |
| Ruckus Wireless | 0.0 | $1.2M | 54k | 22.54 |
