Cadian Capital Management as of March 31, 2016
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 55 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qlik Technologies | 11.9 | $178M | 6.1M | 28.92 | |
| Zayo Group Hldgs | 9.8 | $145M | 6.0M | 24.24 | |
| Electronics For Imaging | 7.8 | $116M | 2.7M | 42.39 | |
| IAC/InterActive | 4.8 | $71M | 1.5M | 47.08 | |
| Paypal Holdings (PYPL) | 4.4 | $66M | 1.7M | 38.60 | |
| Aetna | 4.2 | $63M | 564k | 112.35 | |
| Jazz Pharmaceuticals (JAZZ) | 4.2 | $62M | 474k | 130.55 | |
| American Tower Reit (AMT) | 3.9 | $58M | 565k | 102.37 | |
| Time Warner | 3.7 | $55M | 755k | 72.55 | |
| Endologix | 3.4 | $50M | 6.0M | 8.36 | |
| Trinet (TNET) | 3.3 | $49M | 3.4M | 14.35 | |
| Radware Ltd ord (RDWR) | 3.2 | $47M | 4.0M | 11.83 | |
| Charter Communications | 2.8 | $42M | 209k | 202.43 | |
| Infoblox | 2.8 | $42M | 2.5M | 17.10 | |
| LogMeIn | 2.8 | $41M | 816k | 50.46 | |
| Expedia (EXPE) | 2.6 | $39M | 360k | 107.82 | |
| Pegasystems (PEGA) | 2.0 | $30M | 1.2M | 25.38 | |
| Workiva Inc equity us cm (WK) | 1.9 | $29M | 2.5M | 11.65 | |
| Varonis Sys (VRNS) | 1.8 | $26M | 1.4M | 18.25 | |
| PROS Holdings (PRO) | 1.6 | $24M | 2.1M | 11.79 | |
| Nanostring Technologies (NSTGQ) | 1.4 | $21M | 1.4M | 15.22 | |
| GenMark Diagnostics | 1.4 | $20M | 3.8M | 5.27 | |
| Ixia | 1.1 | $16M | 1.3M | 12.46 | |
| Brunswick Corporation (BC) | 0.9 | $14M | 283k | 47.98 | |
| Dollar Tree (DLTR) | 0.9 | $13M | 159k | 82.46 | |
| Yahoo! | 0.9 | $13M | 350k | 36.81 | |
| Lowe's Companies (LOW) | 0.8 | $13M | 167k | 75.75 | |
| Fitbit | 0.8 | $12M | 773k | 15.15 | |
| Verint Systems (VRNT) | 0.8 | $12M | 350k | 33.38 | |
| Neurocrine Biosciences (NBIX) | 0.8 | $11M | 285k | 39.55 | |
| Time Warner Cable | 0.7 | $10M | 50k | 204.62 | |
| Guess? | 0.6 | $8.7M | 465k | 18.77 | |
| Baxter International (BAX) | 0.6 | $8.3M | 203k | 41.08 | |
| Red Robin Gourmet Burgers (RRGB) | 0.6 | $8.2M | 127k | 64.47 | |
| NxStage Medical | 0.5 | $7.2M | 484k | 14.99 | |
| Burlington Stores (BURL) | 0.5 | $6.9M | 123k | 56.24 | |
| Shire | 0.4 | $6.4M | 38k | 171.89 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $6.0M | 75k | 79.49 | |
| Ross Stores (ROST) | 0.4 | $5.7M | 98k | 57.90 | |
| Francescas Hldgs Corp | 0.4 | $5.4M | 280k | 19.16 | |
| Amazon (AMZN) | 0.3 | $4.7M | 8.0k | 593.62 | |
| Libertyinteractivecorp lbtventcoma | 0.3 | $3.9M | 100k | 39.12 | |
| AutoZone (AZO) | 0.2 | $3.7M | 4.7k | 796.78 | |
| Carter's (CRI) | 0.2 | $3.6M | 35k | 105.39 | |
| Veeva Sys Inc cl a (VEEV) | 0.2 | $3.6M | 145k | 25.04 | |
| Darden Restaurants (DRI) | 0.2 | $3.1M | 47k | 66.30 | |
| Dbv Technologies S A | 0.2 | $3.0M | 93k | 32.55 | |
| Whirlpool Corporation (WHR) | 0.2 | $2.6M | 14k | 180.35 | |
| Lands' End (LE) | 0.2 | $2.6M | 100k | 25.51 | |
| Alder Biopharmaceuticals | 0.1 | $2.1M | 87k | 24.49 | |
| Pvh Corporation (PVH) | 0.1 | $1.3M | 14k | 99.04 | |
| Zogenix | 0.1 | $1.4M | 148k | 9.24 | |
| Express | 0.1 | $1.0M | 49k | 21.41 | |
| Avalanche Biotechnologies In | 0.0 | $589k | 114k | 5.17 | |
| GameStop (GME) | 0.0 | $365k | 12k | 31.74 |
