Cadian Capital Management as of March 31, 2014
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 82 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altera Corporation | 8.1 | $326M | 9.0M | 36.24 | |
| NCR Corporation (VYX) | 6.3 | $253M | 6.9M | 36.55 | |
| Equinix | 6.0 | $239M | 1.3M | 184.84 | |
| EMC Corporation | 5.8 | $233M | 8.5M | 27.41 | |
| Verint Systems (VRNT) | 5.5 | $219M | 4.7M | 46.93 | |
| PMC-Sierra | 4.9 | $197M | 26M | 7.61 | |
| Qlik Technologies | 4.2 | $167M | 6.3M | 26.59 | |
| Tesla Motors (TSLA) | 4.0 | $162M | 775k | 208.45 | |
| F5 Networks (FFIV) | 3.6 | $146M | 1.4M | 106.63 | |
| Yahoo! | 3.6 | $145M | 4.0M | 35.90 | |
| Micron Technology (MU) | 3.6 | $144M | 6.1M | 23.66 | |
| Green Plains Renewable Energy (GPRE) | 3.6 | $143M | 4.8M | 29.96 | |
| Comscore | 2.7 | $109M | 3.3M | 32.79 | |
| Liberty Global Inc C | 2.4 | $97M | 2.4M | 40.71 | |
| Informatica Corporation | 2.1 | $83M | 2.2M | 37.78 | |
| LogMeIn | 2.0 | $79M | 1.8M | 44.89 | |
| Intuitive Surgical (ISRG) | 1.9 | $76M | 174k | 437.99 | |
| Radware Ltd ord (RDWR) | 1.6 | $64M | 3.6M | 17.68 | |
| Ptc (PTC) | 1.6 | $64M | 1.8M | 35.42 | |
| Allergan | 1.4 | $55M | 440k | 124.10 | |
| General Cable Corporation | 1.2 | $48M | 1.9M | 25.61 | |
| Hca Holdings (HCA) | 1.2 | $47M | 901k | 52.50 | |
| Invensense | 1.2 | $47M | 2.0M | 23.67 | |
| Illumina (ILMN) | 1.2 | $47M | 315k | 148.66 | |
| Mylan | 1.1 | $43M | 875k | 48.83 | |
| McKesson Corporation (MCK) | 1.0 | $41M | 229k | 176.57 | |
| Rpx Corp | 1.0 | $40M | 2.5M | 16.28 | |
| Brunswick Corporation (BC) | 1.0 | $40M | 878k | 45.29 | |
| Spdr S&p 500 Etf (SPY) | 1.0 | $39M | 209k | 187.01 | |
| Shutterfly | 0.8 | $34M | 800k | 42.68 | |
| Chipotle Mexican Grill (CMG) | 0.8 | $33M | 57k | 568.04 | |
| Electronics For Imaging | 0.8 | $31M | 712k | 43.31 | |
| Buffalo Wild Wings | 0.7 | $28M | 185k | 148.90 | |
| 0.7 | $27M | 570k | 46.67 | ||
| Workday Inc cl a (WDAY) | 0.6 | $26M | 280k | 91.43 | |
| Dick's Sporting Goods (DKS) | 0.6 | $24M | 443k | 54.61 | |
| Biogen Idec (BIIB) | 0.6 | $24M | 78k | 305.87 | |
| VirnetX Holding Corporation | 0.6 | $23M | 1.6M | 14.18 | |
| Kemet Corporation Cmn | 0.5 | $22M | 3.7M | 5.81 | |
| Sally Beauty Holdings (SBH) | 0.5 | $20M | 730k | 27.40 | |
| Advance Auto Parts (AAP) | 0.5 | $19M | 148k | 126.50 | |
| Celgene Corporation | 0.5 | $18M | 130k | 139.60 | |
| Ixia | 0.4 | $17M | 1.4M | 12.50 | |
| Royal Caribbean Cruises (RCL) | 0.4 | $16M | 288k | 54.56 | |
| AutoZone (AZO) | 0.4 | $16M | 29k | 537.09 | |
| Teva Pharmaceutical Industries (TEVA) | 0.4 | $15M | 290k | 52.84 | |
| Brinker International (EAT) | 0.4 | $15M | 290k | 52.45 | |
| Bristol Myers Squibb (BMY) | 0.4 | $14M | 275k | 51.95 | |
| Jack in the Box (JACK) | 0.3 | $12M | 211k | 58.94 | |
| Salix Pharmaceuticals | 0.3 | $12M | 115k | 103.61 | |
| Michael Kors Holdings | 0.3 | $12M | 129k | 93.28 | |
| Dollar Tree (DLTR) | 0.3 | $11M | 215k | 52.18 | |
| VMware | 0.3 | $11M | 105k | 108.02 | |
| Panera Bread Company | 0.3 | $11M | 60k | 176.47 | |
| Tiffany & Co. | 0.2 | $10M | 117k | 86.15 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $8.8M | 110k | 79.60 | |
| GenMark Diagnostics | 0.2 | $8.7M | 875k | 9.94 | |
| Sonic Corporation | 0.2 | $8.3M | 366k | 22.79 | |
| Textura | 0.2 | $8.3M | 331k | 25.21 | |
| Endo International | 0.2 | $6.9M | 100k | 68.65 | |
| Riverbed Technology | 0.1 | $6.1M | 310k | 19.71 | |
| Aruba Networks | 0.1 | $6.2M | 330k | 18.75 | |
| Dollar General (DG) | 0.1 | $5.4M | 97k | 55.48 | |
| Cinedigm | 0.1 | $5.4M | 2.1M | 2.56 | |
| Whole Foods Market | 0.1 | $4.5M | 89k | 50.71 | |
| Vringo | 0.1 | $4.4M | 1.3M | 3.47 | |
| Infoblox | 0.1 | $4.4M | 220k | 20.06 | |
| eGain Communications Corporation (EGAN) | 0.1 | $4.2M | 590k | 7.06 | |
| Unwired Planet | 0.1 | $4.0M | 1.9M | 2.17 | |
| Tuesday Morning Corporation | 0.1 | $3.1M | 218k | 14.15 | |
| DSW | 0.1 | $3.0M | 84k | 35.86 | |
| Therapeuticsmd | 0.1 | $3.2M | 500k | 6.31 | |
| Allot Communications (ALLT) | 0.1 | $2.7M | 204k | 13.46 | |
| Clovis Oncology | 0.1 | $2.8M | 41k | 69.27 | |
| Kythera Biopharmaceuticals I | 0.1 | $3.0M | 75k | 39.76 | |
| Care | 0.1 | $2.7M | 165k | 16.55 | |
| Micrel, Incorporated | 0.1 | $2.6M | 232k | 11.08 | |
| ParkerVision | 0.1 | $2.4M | 500k | 4.80 | |
| Sangamo Biosciences (SGMO) | 0.0 | $1.4M | 75k | 18.08 | |
| Semtech Corporation (SMTC) | 0.0 | $1.3M | 50k | 25.34 | |
| Lattice Semiconductor (LSCC) | 0.0 | $784k | 100k | 7.84 | |
| Varonis Sys (VRNS) | 0.0 | $429k | 12k | 35.75 |
