Cadian Capital Management as of March 31, 2015
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 79 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altera Corporation | 14.2 | $529M | 12M | 42.91 | |
| Micron Technology (MU) | 10.2 | $377M | 14M | 27.13 | |
| PMC-Sierra | 8.0 | $297M | 32M | 9.28 | |
| Qlik Technologies | 6.9 | $258M | 8.3M | 31.13 | |
| Liberty Global Inc C | 5.8 | $216M | 4.3M | 49.81 | |
| Verint Systems (VRNT) | 4.9 | $181M | 2.9M | 61.93 | |
| IAC/InterActive | 4.1 | $151M | 2.2M | 67.47 | |
| Infoblox | 3.0 | $112M | 4.7M | 23.87 | |
| Electronics For Imaging | 2.7 | $101M | 2.4M | 41.75 | |
| Groupon | 2.3 | $85M | 12M | 7.21 | |
| LogMeIn | 2.1 | $80M | 1.4M | 55.99 | |
| Shire | 2.1 | $77M | 320k | 239.29 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 2.0 | $76M | 2.4M | 31.79 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.0 | $73M | 2.5M | 29.44 | |
| Tripadvisor (TRIP) | 1.9 | $70M | 840k | 83.17 | |
| Canadian Pacific Railway | 1.4 | $54M | 295k | 182.70 | |
| Illumina (ILMN) | 1.4 | $54M | 289k | 185.64 | |
| Radware Ltd ord (RDWR) | 1.1 | $40M | 1.9M | 20.91 | |
| BioMarin Pharmaceutical (BMRN) | 1.1 | $41M | 325k | 124.62 | |
| Mylan Nv | 1.0 | $39M | 651k | 59.35 | |
| Workiva Inc equity us cm (WK) | 1.0 | $36M | 2.5M | 14.40 | |
| MicroStrategy Incorporated (MSTR) | 1.0 | $36M | 210k | 169.19 | |
| Perrigo Company (PRGO) | 1.0 | $36M | 215k | 165.55 | |
| O'reilly Automotive (ORLY) | 0.9 | $35M | 162k | 216.24 | |
| Aetna | 0.9 | $35M | 325k | 106.53 | |
| Brunswick Corporation (BC) | 0.8 | $28M | 550k | 51.45 | |
| Equinix (EQIX) | 0.7 | $27M | 115k | 232.85 | |
| Pegasystems (PEGA) | 0.7 | $26M | 1.2M | 21.75 | |
| United Therapeutics Corporation (UTHR) | 0.7 | $26M | 149k | 172.43 | |
| Jack in the Box (JACK) | 0.6 | $23M | 241k | 95.92 | |
| Ixia | 0.6 | $22M | 1.8M | 12.13 | |
| Biogen Idec (BIIB) | 0.6 | $21M | 50k | 422.24 | |
| WABCO Holdings | 0.6 | $21M | 169k | 122.88 | |
| Cvent | 0.6 | $21M | 742k | 28.04 | |
| Vulcan Materials Company (VMC) | 0.6 | $20M | 241k | 84.30 | |
| Air Products & Chemicals (APD) | 0.6 | $20M | 135k | 151.28 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.5 | $19M | 662k | 28.94 | |
| Jazz Pharmaceuticals (JAZZ) | 0.5 | $19M | 110k | 172.79 | |
| Comscore | 0.5 | $18M | 350k | 51.20 | |
| Red Robin Gourmet Burgers (RRGB) | 0.5 | $18M | 201k | 87.00 | |
| EMC Corporation | 0.4 | $16M | 636k | 25.56 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.4 | $16M | 298k | 54.01 | |
| Rpx Corp | 0.4 | $16M | 1.1M | 14.39 | |
| DSW | 0.4 | $15M | 412k | 36.88 | |
| Dollar General (DG) | 0.4 | $15M | 196k | 75.38 | |
| Bluebird Bio (BLUE) | 0.4 | $15M | 120k | 120.77 | |
| Avalanche Biotechnologies In | 0.4 | $14M | 333k | 40.52 | |
| Hewlett-Packard Company | 0.3 | $13M | 400k | 31.16 | |
| Anacor Pharmaceuticals In | 0.3 | $13M | 220k | 57.85 | |
| GenMark Diagnostics | 0.3 | $12M | 938k | 12.98 | |
| AutoZone (AZO) | 0.3 | $12M | 17k | 682.15 | |
| Nanostring Technologies (NSTGQ) | 0.3 | $12M | 1.2M | 10.19 | |
| Bloomin Brands (BLMN) | 0.3 | $10M | 424k | 24.33 | |
| Sally Beauty Holdings (SBH) | 0.3 | $9.6M | 280k | 34.37 | |
| Darden Restaurants (DRI) | 0.2 | $9.3M | 134k | 69.34 | |
| Urban Outfitters (URBN) | 0.2 | $8.5M | 186k | 45.64 | |
| Sonic Corporation | 0.2 | $8.1M | 256k | 31.70 | |
| Keryx Biopharmaceuticals | 0.2 | $7.6M | 600k | 12.73 | |
| Applied Materials (AMAT) | 0.2 | $7.7M | 339k | 22.56 | |
| Papa John's Int'l (PZZA) | 0.2 | $7.5M | 122k | 61.81 | |
| Burlington Stores (BURL) | 0.2 | $7.5M | 127k | 59.42 | |
| Penn National Gaming (PENN) | 0.2 | $7.1M | 452k | 15.66 | |
| Express | 0.2 | $6.9M | 416k | 16.53 | |
| LivePerson (LPSN) | 0.2 | $5.9M | 580k | 10.23 | |
| Advance Auto Parts (AAP) | 0.1 | $5.6M | 38k | 149.70 | |
| Qihoo 360 Technologies Co Lt | 0.1 | $5.1M | 99k | 51.20 | |
| Yelp Inc cl a (YELP) | 0.1 | $5.2M | 110k | 47.35 | |
| Zillow Group Inc Cl A (ZG) | 0.1 | $4.0M | 40k | 100.30 | |
| Whole Foods Market | 0.1 | $3.0M | 58k | 52.09 | |
| eGain Communications Corporation (EGAN) | 0.1 | $2.9M | 894k | 3.30 | |
| Dick's Sporting Goods (DKS) | 0.1 | $2.6M | 45k | 57.00 | |
| Six Flags Entertainment (SIX) | 0.1 | $2.3M | 48k | 48.40 | |
| Alder Biopharmaceuticals | 0.0 | $1.6M | 55k | 28.85 | |
| Ocular Therapeutix (OCUL) | 0.0 | $1.5M | 35k | 41.97 | |
| Aerohive Networks | 0.0 | $1.3M | 282k | 4.46 | |
| Invitae (NVTAQ) | 0.0 | $1.1M | 65k | 16.75 | |
| Williams-Sonoma (WSM) | 0.0 | $717k | 9.0k | 79.67 | |
| Unwired Planet | 0.0 | $769k | 1.3M | 0.57 | |
| Cinedigm | 0.0 | $122k | 75k | 1.62 |
