Cadian Capital Management as of Dec. 31, 2014
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 94 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altera Corporation | 11.8 | $469M | 13M | 36.94 | |
| Verint Systems (VRNT) | 7.7 | $308M | 5.3M | 58.28 | |
| Qlik Technologies | 7.1 | $284M | 9.2M | 30.89 | |
| PMC-Sierra | 6.9 | $274M | 30M | 9.16 | |
| Liberty Global Inc C | 5.0 | $199M | 4.1M | 48.31 | |
| IAC/InterActive | 4.7 | $187M | 3.1M | 60.79 | |
| Micron Technology (MU) | 4.6 | $183M | 5.2M | 35.01 | |
| Linkedin Corp | 3.7 | $148M | 644k | 229.71 | |
| EMC Corporation | 2.8 | $113M | 3.8M | 29.74 | |
| Infoblox | 2.6 | $104M | 5.1M | 20.21 | |
| Informatica Corporation | 2.4 | $95M | 2.5M | 38.13 | |
| Shire | 2.1 | $85M | 400k | 212.54 | |
| Comscore | 2.1 | $84M | 1.8M | 46.43 | |
| LogMeIn | 1.7 | $69M | 1.4M | 49.34 | |
| Illumina (ILMN) | 1.7 | $67M | 365k | 184.58 | |
| F5 Networks (FFIV) | 1.7 | $66M | 506k | 130.46 | |
| Rpx Corp | 1.6 | $62M | 4.5M | 13.78 | |
| Groupon | 1.3 | $50M | 6.1M | 8.26 | |
| Electronics For Imaging | 1.2 | $47M | 1.1M | 42.83 | |
| Ixia | 1.1 | $42M | 3.8M | 11.25 | |
| Mylan | 1.0 | $40M | 701k | 56.37 | |
| Nice Systems (NICE) | 1.0 | $39M | 765k | 50.65 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 0.9 | $36M | 1.3M | 26.90 | |
| Radware Ltd ord (RDWR) | 0.8 | $34M | 1.5M | 22.02 | |
| Shutterfly | 0.8 | $34M | 807k | 41.69 | |
| Perrigo Company (PRGO) | 0.8 | $33M | 200k | 167.16 | |
| Workday Inc cl a (WDAY) | 0.8 | $32M | 393k | 81.61 | |
| Hca Holdings (HCA) | 0.7 | $29M | 400k | 73.39 | |
| Receptos | 0.7 | $28M | 226k | 122.51 | |
| Tripadvisor (TRIP) | 0.7 | $27M | 355k | 74.66 | |
| Invensense | 0.7 | $26M | 1.6M | 16.26 | |
| Bloomin Brands (BLMN) | 0.6 | $25M | 1.0M | 24.76 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.6 | $24M | 1.2M | 19.54 | |
| Brunswick Corporation (BC) | 0.6 | $23M | 456k | 51.26 | |
| Cvent | 0.6 | $22M | 806k | 27.84 | |
| BioMarin Pharmaceutical (BMRN) | 0.5 | $19M | 215k | 90.40 | |
| Red Robin Gourmet Burgers (RRGB) | 0.5 | $19M | 241k | 76.97 | |
| DSW | 0.5 | $18M | 491k | 37.30 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $19M | 27k | 684.51 | |
| Pegasystems (PEGA) | 0.5 | $18M | 876k | 20.77 | |
| Brinker International (EAT) | 0.4 | $18M | 300k | 58.69 | |
| Proofpoint | 0.4 | $17M | 359k | 48.23 | |
| Arista Networks (ANET) | 0.4 | $18M | 290k | 60.76 | |
| Yelp Inc cl a (YELP) | 0.4 | $17M | 309k | 54.73 | |
| Qihoo 360 Technologies Co Lt | 0.4 | $16M | 272k | 57.26 | |
| Air Products & Chemicals (APD) | 0.4 | $15M | 106k | 144.23 | |
| Aruba Networks | 0.4 | $15M | 800k | 18.18 | |
| Salix Pharmaceuticals | 0.4 | $14M | 125k | 114.94 | |
| Foot Locker (FL) | 0.3 | $14M | 242k | 56.18 | |
| Biogen Idec (BIIB) | 0.3 | $14M | 40k | 339.45 | |
| Canadian Pacific Railway | 0.3 | $14M | 70k | 192.69 | |
| SolarWinds | 0.3 | $14M | 270k | 49.83 | |
| Dollar Tree (DLTR) | 0.3 | $13M | 186k | 70.38 | |
| Gigamon | 0.3 | $13M | 734k | 17.73 | |
| Alnylam Pharmaceuticals (ALNY) | 0.3 | $13M | 130k | 97.00 | |
| Allot Communications (ALLT) | 0.3 | $13M | 1.4M | 9.18 | |
| GenMark Diagnostics | 0.3 | $13M | 938k | 13.61 | |
| Applied Materials (AMAT) | 0.3 | $13M | 500k | 24.92 | |
| Interxion Holding | 0.3 | $12M | 450k | 27.34 | |
| Aerohive Networks | 0.3 | $12M | 2.4M | 4.80 | |
| Royal Caribbean Cruises (RCL) | 0.3 | $12M | 140k | 82.43 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.3 | $10M | 389k | 26.53 | |
| Axalta Coating Sys (AXTA) | 0.3 | $10M | 399k | 26.02 | |
| Coach | 0.2 | $9.8M | 260k | 37.56 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $10M | 69k | 147.39 | |
| Vulcan Materials Company (VMC) | 0.2 | $9.9M | 150k | 65.73 | |
| Jack in the Box (JACK) | 0.2 | $9.5M | 119k | 79.96 | |
| Williams-Sonoma (WSM) | 0.2 | $9.1M | 120k | 75.68 | |
| Norfolk Southern (NSC) | 0.2 | $8.1M | 74k | 109.61 | |
| Sonic Corporation | 0.2 | $7.8M | 286k | 27.23 | |
| Advance Auto Parts (AAP) | 0.2 | $7.9M | 50k | 159.28 | |
| Anacor Pharmaceuticals In | 0.2 | $8.1M | 250k | 32.25 | |
| General Dynamics Corporation (GD) | 0.2 | $7.6M | 55k | 137.62 | |
| LivePerson (LPSN) | 0.2 | $7.6M | 542k | 14.10 | |
| CommVault Systems (CVLT) | 0.2 | $7.2M | 140k | 51.69 | |
| Spectranetics Corporation | 0.2 | $6.9M | 200k | 34.58 | |
| Aegerion Pharmaceuticals | 0.2 | $6.8M | 325k | 20.94 | |
| Penn National Gaming (PENN) | 0.2 | $6.3M | 458k | 13.73 | |
| Lifelock | 0.1 | $5.9M | 320k | 18.51 | |
| Workiva Inc equity us cm (WK) | 0.1 | $6.0M | 450k | 13.40 | |
| Acuity Brands (AYI) | 0.1 | $4.9M | 35k | 140.06 | |
| Sally Beauty Holdings (SBH) | 0.1 | $4.9M | 161k | 30.74 | |
| eGain Communications Corporation (EGAN) | 0.1 | $4.9M | 939k | 5.18 | |
| V.F. Corporation (VFC) | 0.1 | $4.4M | 58k | 74.90 | |
| Nanostring Technologies (NSTGQ) | 0.1 | $4.4M | 316k | 13.93 | |
| Allegion Plc equity (ALLE) | 0.1 | $4.5M | 81k | 55.46 | |
| Intercept Pharmaceuticals In | 0.1 | $3.9M | 25k | 156.00 | |
| Cinedigm | 0.1 | $3.4M | 2.1M | 1.62 | |
| Avalanche Biotechnologies In | 0.1 | $3.2M | 60k | 54.00 | |
| Unwired Planet | 0.1 | $2.5M | 2.5M | 1.00 | |
| Rent-A-Center (UPBD) | 0.1 | $2.2M | 60k | 36.31 | |
| Lo (LOCO) | 0.0 | $1.4M | 70k | 19.97 | |
| Juno Therapeutics | 0.0 | $1.6M | 30k | 52.23 | |
| VirnetX Holding Corporation | 0.0 | $549k | 100k | 5.49 |
