Cadian Capital Management

Cadian Capital Management as of June 30, 2013

Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 70 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Altera Corporation 8.0 $259M 7.9M 32.99
EMC Corporation 7.2 $233M 9.9M 23.62
NCR Corporation (VYX) 6.3 $204M 6.2M 32.99
PMC-Sierra 5.3 $171M 27M 6.36
Tesla Motors Put Option (TSLA) 4.9 $161M 1.5M 107.36
General Cable Corporation 4.6 $149M 4.8M 30.75
Lam Research Corporation (LRCX) 4.4 $144M 3.2M 44.34
Google Cl A 3.4 $111M 126k 880.37
Ptc (PTC) 3.0 $98M 4.0M 24.53
Informatica Corporation 3.0 $98M 2.8M 34.98
Verint Systems (VRNT) 2.9 $96M 2.7M 35.47
Westlake Chemical Corporation Put Option (WLK) 2.8 $92M 950k 96.41
LogMeIn 2.8 $90M 3.7M 24.46
Yahoo! 2.7 $90M 3.6M 25.13
Comscore 2.7 $88M 3.6M 24.39
ON Semiconductor (ON) 2.7 $87M 11M 8.08
Rockwood Holdings 2.7 $86M 1.4M 64.03
Sodastream International Usd Shs 2.5 $80M 1.1M 72.65
Equinix Com New 2.4 $80M 432k 184.72
Liberty Global SHS CL C 1.8 $58M 855k 67.89
Radware Ord (RDWR) 1.7 $54M 3.9M 13.79
Pandora Media 1.6 $54M 2.9M 18.40
NetApp (NTAP) 1.6 $52M 1.4M 37.78
Dish Network Corp Cl A 1.4 $47M 1.1M 42.52
Electronics For Imaging 1.3 $41M 1.4M 28.29
VirnetX Holding Corporation 1.2 $39M 2.0M 19.99
F5 Networks (FFIV) 1.0 $33M 484k 68.80
Quanta Services (PWR) 1.0 $33M 1.3M 26.46
Research In Motion 0.9 $29M 2.8M 10.46
Lattice Semiconductor (LSCC) 0.9 $28M 5.6M 5.07
Green Plains Renewable Energy (GPRE) 0.9 $28M 2.1M 13.32
Adt 0.9 $28M 700k 39.85
Chipotle Mexican Grill (CMG) 0.7 $22M 59k 364.34
Axiall 0.6 $21M 494k 42.58
Rpx Corp 0.6 $18M 1.1M 16.80
Michael Kors Hldgs SHS 0.6 $18M 290k 62.02
Verizon Communications (VZ) 0.5 $17M 345k 50.34
Kemet Corp Com New 0.5 $17M 4.1M 4.11
Dollar Tree (DLTR) 0.5 $16M 321k 50.84
Qlik Technologies 0.5 $16M 570k 28.27
Amdocs Ord (DOX) 0.4 $14M 383k 37.09
Darden Restaurants (DRI) 0.4 $13M 264k 50.48
Cavium 0.4 $13M 365k 35.37
Advance Auto Parts (AAP) 0.4 $12M 147k 81.17
Nice Sys Sponsored Adr (NICE) 0.3 $11M 306k 36.89
Urban Outfitters (URBN) 0.3 $9.1M 227k 40.22
Priceline Com New 0.3 $8.3M 10k 826.70
Vodafone Group Spons Adr New 0.2 $7.2M 250k 28.74
Lowe's Companies (LOW) 0.2 $7.1M 174k 40.90
Lennox International (LII) 0.2 $6.5M 100k 64.54
Stec 0.2 $6.4M 954k 6.72
V.F. Corporation (VFC) 0.2 $5.9M 31k 193.07
Stratasys SHS (SSYS) 0.2 $5.9M 70k 83.74
Hornbeck Offshore Services 0.2 $5.4M 100k 53.50
Masco Corporation (MAS) 0.2 $4.9M 253k 19.49
DineEquity (DIN) 0.1 $4.8M 70k 68.87
Sherwin-Williams Company (SHW) 0.1 $4.0M 23k 176.62
Teradata Corporation (TDC) 0.1 $4.0M 80k 50.23
Polypore International 0.1 $3.7M 93k 40.30
Starbucks Corporation (SBUX) 0.1 $3.7M 56k 65.52
Deckers Outdoor Corporation (DECK) 0.1 $3.6M 71k 50.51
Ltx-credence Corp Com New 0.1 $3.4M 575k 5.99
Shutterfly 0.1 $3.1M 56k 55.91
Brunswick Corporation (BC) 0.1 $3.1M 96k 31.95
Tableau Software Cl A 0.1 $2.8M 50k 55.42
Autodesk (ADSK) 0.1 $2.5M 75k 33.95
Fortinet (FTNT) 0.1 $2.1M 120k 17.50
Gigamon 0.0 $1.4M 50k 27.56
Silver Bay Rlty Tr 0.0 $828k 50k 16.56
NetScout Systems (NTCT) 0.0 $463k 20k 23.32