Cadian Capital Management

Cadian Capital Management as of Sept. 30, 2013

Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 76 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Altera Corporation 9.9 $338M 9.1M 37.16
PMC-Sierra 5.2 $179M 27M 6.62
EMC Corporation 5.2 $178M 7.0M 25.56
Equinix Com New 5.2 $177M 966k 183.65
NCR Corporation (VYX) 4.7 $161M 4.1M 39.61
General Cable Corporation 4.5 $154M 4.8M 31.75
Lam Research Corporation (LRCX) 4.0 $137M 2.7M 51.20
ON Semiconductor (ON) 3.5 $119M 16M 7.31
Verint Systems (VRNT) 3.4 $116M 3.1M 37.06
Comscore 2.8 $95M 3.3M 28.97
Adt 2.8 $94M 2.3M 40.66
Ptc (PTC) 2.7 $93M 3.3M 28.46
Rockwood Holdings 2.7 $91M 1.4M 66.90
Liberty Global SHS CL C 2.6 $89M 1.2M 75.43
Yahoo! 2.5 $87M 2.6M 33.17
LogMeIn 2.4 $83M 2.7M 31.05
Sodastream International Usd Shs 2.4 $82M 1.3M 62.36
Informatica Corporation 2.4 $81M 2.1M 38.97
F5 Networks (FFIV) 2.2 $75M 871k 85.81
Electronics For Imaging 1.8 $61M 1.9M 31.68
Radware Ord (RDWR) 1.6 $55M 3.9M 13.95
Green Plains Renewable Energy (GPRE) 1.3 $46M 2.9M 16.05
Qlik Technologies 1.3 $45M 1.3M 34.23
Quanta Services (PWR) 1.2 $40M 1.5M 27.51
Invensense 1.1 $37M 2.1M 17.62
Goodyear Tire & Rubber Company (GT) 1.0 $33M 1.5M 22.45
Dish Network Corp Cl A 0.9 $30M 663k 45.01
VirnetX Holding Corporation 0.9 $30M 1.4M 20.40
Micron Technology (MU) 0.8 $29M 1.6M 17.47
Dick's Sporting Goods (DKS) 0.8 $28M 518k 53.38
Royal Caribbean Cruises (RCL) 0.7 $25M 656k 38.28
Celgene Corporation 0.7 $25M 160k 154.13
Dollar Tree (DLTR) 0.7 $25M 430k 57.16
Chipotle Mexican Grill (CMG) 0.7 $24M 55k 428.80
Sherwin-Williams Company (SHW) 0.7 $24M 129k 182.18
Trimble Navigation (TRMB) 0.7 $23M 785k 29.71
Actavis 0.7 $23M 160k 144.00
Ross Stores (ROST) 0.6 $22M 301k 72.80
Toll Brothers (TOL) 0.6 $22M 665k 32.43
Waters Corporation (WAT) 0.6 $21M 201k 106.21
Universal Hlth Svcs CL B (UHS) 0.6 $21M 275k 74.99
Zimmer Holdings (ZBH) 0.6 $21M 250k 82.14
Tractor Supply Company (TSCO) 0.6 $19M 286k 67.17
Gilead Sciences (GILD) 0.6 $19M 300k 62.87
Kemet Corp Com New 0.5 $17M 4.1M 4.18
Harley-Davidson (HOG) 0.5 $17M 264k 64.24
Sonic Corporation 0.5 $16M 898k 17.75
Michael Kors Hldgs SHS 0.5 $15M 206k 74.52
NetScout Systems (NTCT) 0.4 $14M 547k 25.53
O'reilly Automotive (ORLY) 0.4 $13M 99k 127.59
Biogen Idec (BIIB) 0.4 $12M 50k 240.76
Marvell Technology Group Ord Put Option 0.3 $12M 1.0M 11.50
Symantec Corporation 0.3 $11M 450k 24.75
Check Point Software Tech Lt Ord (CHKP) 0.3 $11M 197k 56.56
Mohawk Industries (MHK) 0.3 $11M 85k 130.25
Baxter International (BAX) 0.3 $9.9M 150k 65.69
Community Health Systems (CYH) 0.2 $8.3M 200k 41.50
Lowe's Companies (LOW) 0.2 $7.3M 154k 47.61
Tuesday Morning Corp Com New 0.2 $7.2M 471k 15.28
AutoNation (AN) 0.2 $7.1M 136k 52.17
Olin Corp Com Par $1 (OLN) 0.2 $5.8M 250k 23.07
GenMark Diagnostics 0.2 $5.5M 455k 12.14
Starbucks Corporation (SBUX) 0.1 $4.8M 63k 76.96
Sohu 0.1 $4.7M 60k 78.83
Nice Sys Sponsored Adr (NICE) 0.1 $4.7M 113k 41.37
Acuity Brands (AYI) 0.1 $4.3M 47k 92.01
Polypore International 0.1 $3.8M 93k 40.97
Palo Alto Networks (PANW) 0.1 $3.7M 80k 45.83
Burger King Worldwide 0.1 $3.4M 173k 19.52
Allot Communications SHS (ALLT) 0.1 $3.2M 249k 12.65
Bruker Corporation (BRKR) 0.1 $3.1M 150k 20.65
Lattice Semiconductor (LSCC) 0.1 $2.6M 583k 4.46
Unwired Planet 0.0 $1.7M 964k 1.73
Silver Bay Rlty Tr 0.0 $783k 50k 15.66
Aeropostale Call Option 0.0 $282k 30k 9.40
Cinedigm Digital Cinema 0.0 $256k 171k 1.50