Cadian Capital Management as of March 31, 2013
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 62 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NCR Corporation (VYX) | 6.1 | $219M | 8.0M | 27.56 | |
| EMC Corporation | 5.7 | $205M | 8.6M | 23.89 | |
| General Cable Corporation | 5.0 | $181M | 4.9M | 36.63 | |
| PMC-Sierra | 4.6 | $165M | 24M | 6.79 | |
| ON Semiconductor (ON) | 4.4 | $160M | 19M | 8.28 | |
| Verint Systems (VRNT) | 4.3 | $156M | 4.3M | 36.55 | |
| Rockwood Holdings | 4.1 | $147M | 2.3M | 65.44 | |
| Altera Corporation | 3.9 | $141M | 4.0M | 35.46 | |
| NetApp (NTAP) | 3.7 | $133M | 3.9M | 34.16 | |
| Yahoo! | 3.4 | $124M | 5.3M | 23.53 | |
| 3.2 | $117M | 147k | 794.19 | ||
| Autodesk (ADSK) | 3.1 | $114M | 2.8M | 41.25 | |
| Thoratec Corporation | 2.8 | $99M | 2.7M | 37.50 | |
| Informatica Corporation | 2.7 | $96M | 2.8M | 34.47 | |
| Lam Research Corporation (LRCX) | 2.5 | $92M | 2.2M | 41.46 | |
| Axiall | 2.5 | $88M | 1.4M | 62.16 | |
| Ptc (PTC) | 2.3 | $84M | 3.3M | 25.49 | |
| Amdocs Ltd ord (DOX) | 2.3 | $82M | 2.3M | 36.25 | |
| Tesla Motors (TSLA) | 2.1 | $74M | 2.0M | 37.91 | |
| Radware Ltd ord (RDWR) | 2.0 | $71M | 1.9M | 37.73 | |
| LogMeIn | 1.9 | $71M | 3.7M | 19.22 | |
| Westlake Chemical Corporation (WLK) | 1.9 | $70M | 750k | 93.50 | |
| VMware | 1.9 | $69M | 868k | 78.88 | |
| Sodastream International | 1.7 | $63M | 1.3M | 49.64 | |
| Comscore | 1.7 | $61M | 3.6M | 16.78 | |
| Lattice Semiconductor (LSCC) | 1.4 | $52M | 9.5M | 5.46 | |
| Rock-Tenn Company | 1.4 | $51M | 550k | 92.79 | |
| Research In Motion | 1.4 | $50M | 3.4M | 14.44 | |
| Rpx Corp | 1.3 | $47M | 3.3M | 14.11 | |
| F5 Networks (FFIV) | 1.3 | $45M | 508k | 89.08 | |
| Eastman Chemical Company (EMN) | 1.2 | $42M | 606k | 69.87 | |
| Johnson Controls | 1.1 | $41M | 1.2M | 35.07 | |
| Pandora Media | 1.1 | $38M | 2.7M | 14.16 | |
| VirnetX Holding Corporation | 0.9 | $32M | 1.7M | 19.17 | |
| DISH Network | 0.8 | $29M | 775k | 37.90 | |
| Waters Corporation (WAT) | 0.8 | $28M | 295k | 93.91 | |
| Kemet Corporation Cmn | 0.8 | $28M | 4.4M | 6.25 | |
| Electronics For Imaging | 0.7 | $26M | 1.0M | 25.36 | |
| CareFusion Corporation | 0.6 | $21M | 595k | 34.99 | |
| Palo Alto Networks (PANW) | 0.5 | $16M | 290k | 56.60 | |
| TiVo | 0.5 | $16M | 1.3M | 12.39 | |
| Infoblox | 0.4 | $16M | 732k | 21.70 | |
| Hornbeck Offshore Services | 0.4 | $14M | 295k | 46.46 | |
| NetScout Systems (NTCT) | 0.4 | $13M | 542k | 24.57 | |
| DaVita (DVA) | 0.3 | $13M | 106k | 118.59 | |
| Shutterfly | 0.3 | $12M | 271k | 44.17 | |
| Stec | 0.3 | $12M | 2.6M | 4.42 | |
| Liberty Global | 0.3 | $10M | 150k | 68.63 | |
| Amkor Technology (AMKR) | 0.3 | $9.7M | 2.4M | 4.00 | |
| Ltx Credence Corporation | 0.3 | $9.9M | 1.6M | 6.04 | |
| Nice Systems (NICE) | 0.3 | $9.3M | 252k | 36.83 | |
| Ciena Corporation (CIEN) | 0.2 | $8.4M | 525k | 16.01 | |
| Acuity Brands (AYI) | 0.2 | $6.2M | 90k | 69.36 | |
| Yelp Inc cl a (YELP) | 0.2 | $6.2M | 260k | 23.71 | |
| National CineMedia | 0.1 | $4.7M | 300k | 15.78 | |
| Fortinet (FTNT) | 0.1 | $4.4M | 185k | 23.68 | |
| Moody's Corporation (MCO) | 0.1 | $3.7M | 70k | 53.31 | |
| Boise Cascade (BCC) | 0.1 | $3.4M | 100k | 33.94 | |
| International Business Machines (IBM) | 0.1 | $2.8M | 13k | 213.31 | |
| Green Plains Renewable Energy (GPRE) | 0.1 | $2.3M | 200k | 11.44 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $1.2M | 25k | 47.00 | |
| Invensense | 0.0 | $320k | 30k | 10.67 |
