Cadian Capital Management

Cadian Capital Management as of Dec. 31, 2013

Portfolio Holdings for Cadian Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Altera Corporation 8.2 $321M 9.9M 32.51
EMC Corporation 5.6 $219M 8.7M 25.15
Equinix Com New 5.4 $211M 1.2M 177.45
F5 Networks (FFIV) 5.3 $206M 2.3M 90.86
Verint Systems (VRNT) 5.3 $206M 4.8M 42.94
NCR Corporation (VYX) 5.2 $203M 5.9M 34.06
ON Semiconductor (ON) 4.6 $179M 22M 8.24
PMC-Sierra 4.4 $172M 27M 6.43
General Cable Corporation 3.7 $142M 4.8M 29.41
Adt 2.9 $112M 2.8M 40.47
Qlik Technologies 2.7 $105M 3.9M 26.63
Comscore 2.6 $101M 3.5M 28.61
Liberty Global SHS CL C 2.6 $99M 1.2M 84.32
Ptc (PTC) 2.3 $90M 2.5M 35.39
Green Plains Renewable Energy (GPRE) 2.2 $87M 4.5M 19.38
Vmware Cl A Com 2.0 $77M 854k 89.71
Intuitive Surgical Com New (ISRG) 1.9 $76M 197k 384.08
LogMeIn 1.9 $73M 2.2M 33.55
Informatica Corporation 1.8 $68M 1.6M 41.50
Tesla Motors (TSLA) 1.7 $68M 450k 150.42
Radware Ord (RDWR) 1.6 $62M 3.5M 17.98
Yahoo! 1.6 $62M 1.5M 40.44
Invensense 1.5 $58M 2.8M 20.78
Micron Technology (MU) 1.3 $50M 2.3M 21.75
Quanta Services (PWR) 1.1 $43M 1.4M 31.56
Sodastream International Usd Shs 0.9 $36M 728k 49.64
Celgene Corporation 0.9 $34M 201k 168.97
Dick's Sporting Goods (DKS) 0.9 $34M 579k 58.10
Electronics For Imaging 0.8 $33M 841k 38.73
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 0.8 $32M 173k 184.69
Actavis SHS 0.8 $29M 175k 168.00
McKesson Corporation (MCK) 0.7 $28M 175k 161.40
Allergan 0.7 $28M 250k 111.08
VirnetX Holding Corporation 0.7 $27M 1.4M 19.41
Hca Holdings (HCA) 0.7 $26M 554k 47.71
Zimmer Holdings (ZBH) 0.7 $26M 275k 93.19
Rpx Corp 0.6 $24M 1.4M 16.90
Kemet Corp Com New 0.6 $23M 4.0M 5.64
Biogen Idec (BIIB) 0.6 $22M 80k 279.57
Universal Hlth Svcs CL B (UHS) 0.6 $22M 275k 81.26
Trimble Navigation (TRMB) 0.6 $22M 635k 34.70
Chipotle Mexican Grill (CMG) 0.6 $22M 41k 532.77
Ralph Lauren Corp Cl A (RL) 0.5 $19M 110k 176.57
Brunswick Corporation (BC) 0.5 $19M 415k 46.06
Palo Alto Networks (PANW) 0.5 $18M 310k 57.47
Advance Auto Parts (AAP) 0.4 $18M 158k 110.68
DSW Cl A 0.4 $17M 402k 42.73
Brinker International (EAT) 0.4 $16M 353k 46.34
Royal Caribbean Cruises (RCL) 0.4 $15M 320k 47.42
58 Spon Adr Rep A 0.3 $14M 352k 38.34
Google Cl A 0.3 $13M 12k 1120.75
Panera Bread Cl A 0.3 $13M 72k 176.69
Jack in the Box (JACK) 0.3 $13M 253k 50.02
Foot Locker (FL) 0.3 $12M 291k 41.44
Lowe's Companies (LOW) 0.3 $11M 225k 49.55
Citrix Systems 0.3 $11M 173k 63.25
Ross Stores (ROST) 0.3 $11M 144k 74.93
Michael Kors Hldgs SHS 0.3 $11M 129k 81.19
GenMark Diagnostics 0.3 $10M 775k 13.29
Tiffany & Co. 0.2 $9.5M 103k 92.78
Sally Beauty Holdings (SBH) 0.2 $9.5M 315k 30.23
Textura 0.2 $6.7M 225k 29.94
Edwards Lifesciences (EW) 0.2 $6.6M 100k 65.76
Sonic Corporation 0.2 $6.6M 326k 20.19
Myriad Genetics Call Option (MYGN) 0.2 $6.3M 300k 20.98
Starwood Hotels & Resorts Worldwide 0.2 $6.3M 79k 79.46
Lam Research Corporation (LRCX) 0.1 $5.3M 98k 54.45
Polypore International 0.1 $5.3M 137k 38.90
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $5.3M 50k 106.46
Tuesday Morning Corp Com New 0.1 $4.8M 302k 15.96
Archer Daniels Midland Company (ADM) 0.1 $4.3M 100k 43.40
Staples 0.1 $4.3M 270k 15.89
Voxeljet Ads 0.1 $3.9M 100k 39.49
Cinedigm 0.1 $2.6M 1.3M 2.02
Vringo 0.1 $2.1M 712k 2.96
Unwired Planet 0.0 $1.7M 1.2M 1.38