Cadian Capital Management

Cadian Capital Management as of Sept. 30, 2015

Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 75 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
PMC-Sierra 7.8 $217M 32M 6.77
Qlik Technologies 6.5 $182M 5.0M 36.45
Spdr S&p 500 Etf (SPY) 6.2 $173M 900k 191.63
Linkedin Corp 4.8 $134M 703k 190.13
IAC/InterActive 4.7 $130M 2.0M 65.27
Electronics For Imaging 4.0 $113M 2.6M 43.28
Time Warner Cable 3.3 $91M 509k 179.37
Infoblox 3.1 $85M 5.3M 15.98
Aetna 2.8 $79M 719k 109.41
Trinet (TNET) 2.8 $78M 4.7M 16.80
Micron Technology (MU) 2.8 $77M 5.2M 14.98
Zayo Group Hldgs 2.5 $71M 2.8M 25.36
Pegasystems (PEGA) 2.4 $68M 2.7M 24.61
Shire 2.1 $59M 285k 205.23
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 2.0 $57M 3.4M 16.80
PROS Holdings (PRO) 1.9 $54M 2.4M 22.14
Ambarella (AMBA) 1.7 $48M 822k 57.79
Jazz Pharmaceuticals (JAZZ) 1.6 $44M 329k 132.81
Time Warner 1.4 $40M 580k 68.75
Workiva Inc equity us cm (WK) 1.4 $39M 2.6M 15.19
LogMeIn 1.4 $38M 561k 68.16
Hewlett-Packard Company 1.4 $38M 1.5M 25.61
Radware Ltd ord (RDWR) 1.3 $35M 2.2M 16.26
Verint Systems (VRNT) 1.3 $35M 819k 43.15
McDonald's Corporation (MCD) 1.3 $35M 355k 98.53
Canadian Pacific Railway 1.2 $34M 238k 143.57
Varonis Sys (VRNS) 1.2 $34M 2.2M 15.58
Cvent 1.2 $33M 981k 33.66
MicroStrategy Incorporated (MSTR) 1.2 $33M 167k 196.47
SolarWinds 1.2 $32M 819k 39.24
Brunswick Corporation (BC) 1.1 $30M 632k 47.89
EMC Corporation 1.0 $28M 1.2M 24.16
Ross Stores (ROST) 0.9 $26M 534k 48.47
Dex (DXCM) 0.9 $26M 300k 85.86
Allegion Plc equity (ALLE) 0.9 $26M 449k 57.66
Axalta Coating Sys (AXTA) 0.9 $26M 1.0M 25.34
Marvell Technology Group 0.9 $24M 2.7M 9.05
Williams-Sonoma (WSM) 0.9 $24M 313k 76.35
Neurocrine Biosciences (NBIX) 0.8 $22M 560k 39.79
Lowe's Companies (LOW) 0.8 $22M 320k 68.92
GenMark Diagnostics 0.8 $21M 2.7M 7.87
Wayfair (W) 0.8 $21M 597k 35.06
Nanostring Technologies (NSTGQ) 0.7 $20M 1.2M 16.00
Norwegian Cruise Line Hldgs (NCLH) 0.7 $19M 331k 57.30
Endologix 0.7 $18M 1.5M 12.26
O'reilly Automotive (ORLY) 0.7 $18M 73k 250.00
Ixia 0.6 $18M 1.2M 14.49
Red Robin Gourmet Burgers (RRGB) 0.6 $16M 211k 75.74
BioMarin Pharmaceutical (BMRN) 0.5 $15M 139k 105.32
Biogen Idec (BIIB) 0.5 $15M 50k 291.82
Tableau Software Inc Cl A 0.5 $14M 179k 79.78
Illumina (ILMN) 0.5 $14M 81k 175.82
Alder Biopharmaceuticals 0.5 $13M 390k 32.76
Avalanche Biotechnologies In 0.4 $12M 1.5M 8.24
Mylan Nv 0.3 $9.7M 240k 40.26
Neuroderm Ltd F 0.3 $8.7M 419k 20.67
Dbv Technologies S A 0.3 $8.0M 225k 35.59
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $7.8M 75k 104.15
Penn National Gaming (PENN) 0.3 $7.3M 435k 16.78
American Eagle Outfitters (AEO) 0.2 $6.3M 402k 15.63
Burlington Stores (BURL) 0.2 $6.4M 126k 51.04
Pvh Corporation (PVH) 0.2 $6.2M 60k 101.94
Genuine Parts Company (GPC) 0.2 $5.8M 70k 82.89
Dollar General (DG) 0.2 $5.6M 77k 72.44
Mobileye 0.2 $5.7M 125k 45.48
Coach 0.2 $5.1M 176k 28.93
Zogenix 0.2 $4.6M 340k 13.50
D Tumi Holdings 0.1 $4.1M 235k 17.62
Groupon 0.1 $3.9M 1.2M 3.26
Yum! Brands (YUM) 0.1 $2.8M 35k 79.94
Intersect Ent 0.1 $2.8M 120k 23.40
Keryx Biopharmaceuticals 0.1 $2.1M 600k 3.52
Foamix Pharmaceuticals 0.1 $2.0M 267k 7.33
Dillard's (DDS) 0.0 $730k 8.4k 87.43
Nice Systems (NICE) 0.0 $800k 14k 56.31