Cadian Capital Management

Cadian Capital Management as of Sept. 30, 2014

Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 77 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Altera Corporation 9.9 $379M 11M 35.78
Verint Systems (VRNT) 8.1 $309M 5.6M 55.61
Qlik Technologies 7.9 $302M 11M 27.04
PMC-Sierra 5.8 $221M 30M 7.46
Shire 5.0 $189M 731k 259.05
Linkedin Corp 4.9 $186M 896k 207.79
Liberty Global Inc C 3.6 $137M 3.3M 41.01
Micron Technology (MU) 3.4 $130M 3.8M 34.26
EMC Corporation 3.3 $125M 4.3M 29.26
Comscore 3.1 $119M 3.3M 36.41
Informatica Corporation 2.7 $104M 3.0M 34.24
F5 Networks (FFIV) 2.7 $103M 868k 118.74
Equinix 2.7 $102M 478k 212.48
Yahoo! 2.3 $88M 2.2M 40.75
IAC/InterActive 2.2 $83M 1.3M 65.90
Hca Holdings (HCA) 1.9 $74M 1.1M 70.52
LogMeIn 1.7 $63M 1.4M 46.07
Illumina (ILMN) 1.6 $60M 365k 163.92
SolarWinds 1.6 $60M 1.4M 42.05
Allergan 1.4 $55M 310k 178.19
Infoblox 1.4 $55M 3.7M 14.75
Rpx Corp 1.3 $51M 3.7M 13.73
Radware Ltd ord (RDWR) 1.3 $48M 2.7M 17.66
McKesson Corporation (MCK) 1.1 $44M 225k 194.67
Covidien 1.1 $42M 480k 86.51
Jack in the Box (JACK) 1.0 $39M 565k 68.19
Electronics For Imaging 1.0 $37M 834k 44.17
Chipotle Mexican Grill (CMG) 1.0 $37M 55k 666.59
Mylan 0.8 $32M 701k 45.49
Amgen (AMGN) 0.7 $28M 200k 140.46
Nice Systems (NICE) 0.7 $28M 695k 40.79
Invensense 0.7 $28M 1.4M 19.73
Workday Inc cl a (WDAY) 0.7 $27M 331k 82.50
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 0.7 $25M 133k 189.01
Proofpoint 0.6 $24M 636k 37.14
Ixia 0.6 $23M 2.6M 9.14
NCR Corporation (VYX) 0.5 $20M 590k 33.41
Receptos 0.4 $17M 267k 62.11
Ellie Mae 0.4 $16M 496k 32.60
Salix Pharmaceuticals 0.4 $16M 100k 156.24
Yelp Inc cl a (YELP) 0.4 $15M 214k 68.25
Advance Auto Parts (AAP) 0.4 $14M 106k 130.30
Brunswick Corporation (BC) 0.3 $14M 320k 42.14
Sonic Corporation 0.3 $13M 568k 22.36
Palo Alto Networks (PANW) 0.3 $12M 123k 98.10
Allot Communications (ALLT) 0.3 $11M 974k 11.42
Applied Materials (AMAT) 0.3 $11M 500k 21.61
Starwood Hotels & Resorts Worldwide 0.3 $11M 127k 83.21
Veeva Sys Inc cl a (VEEV) 0.3 $11M 380k 28.17
Aerohive Networks 0.3 $11M 1.3M 8.02
Royal Caribbean Cruises (RCL) 0.3 $9.9M 147k 67.29
Panera Bread Company 0.3 $9.8M 60k 162.72
Alnylam Pharmaceuticals (ALNY) 0.3 $9.8M 125k 78.10
Groupon 0.3 $10M 1.5M 6.68
Kemet Corporation Cmn 0.2 $8.6M 2.1M 4.12
GenMark Diagnostics 0.2 $8.0M 888k 8.97
Tiffany & Co. 0.2 $7.6M 79k 96.31
Dollar Tree (DLTR) 0.2 $7.5M 133k 56.07
DSW 0.2 $7.7M 257k 30.11
Perrigo Company (PRGO) 0.2 $7.5M 50k 150.20
Bloomin Brands (BLMN) 0.2 $7.1M 386k 18.34
LivePerson (LPSN) 0.2 $6.8M 542k 12.59
Shutterfly 0.2 $6.1M 125k 48.74
Intercept Pharmaceuticals In 0.2 $5.9M 25k 236.68
Rent-A-Center (UPBD) 0.1 $5.6M 186k 30.35
DineEquity (DIN) 0.1 $5.6M 69k 81.59
Sally Beauty Holdings (SBH) 0.1 $5.7M 208k 27.37
eGain Communications Corporation (EGAN) 0.1 $5.6M 939k 6.00
Starbucks Corporation (SBUX) 0.1 $4.9M 65k 75.46
Aegerion Pharmaceuticals 0.1 $5.0M 150k 33.38
Unwired Planet 0.1 $4.7M 2.5M 1.86
Qihoo 360 Technologies Co Lt 0.1 $4.3M 63k 67.48
Anacor Pharmaceuticals In 0.1 $3.7M 150k 24.47
Cinedigm 0.1 $3.3M 2.1M 1.55
Gigamon 0.1 $2.6M 250k 10.47
Alder Biopharmaceuticals 0.0 $1.5M 120k 12.68
VirnetX Holding Corporation 0.0 $600k 100k 6.00