Cadian Capital Management as of Sept. 30, 2016
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 51 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zayo Group Hldgs | 9.0 | $171M | 5.7M | 29.71 | |
| Jazz Pharmaceuticals (JAZZ) | 8.4 | $159M | 1.3M | 121.48 | |
| Paypal Holdings (PYPL) | 6.5 | $124M | 3.0M | 40.97 | |
| Expedia (EXPE) | 5.8 | $110M | 944k | 116.72 | |
| IAC/InterActive | 5.5 | $105M | 1.7M | 62.47 | |
| Electronics For Imaging | 5.3 | $100M | 2.1M | 48.92 | |
| Pegasystems (PEGA) | 4.6 | $87M | 3.0M | 29.49 | |
| Lions Gate Entertainment | 3.9 | $73M | 3.7M | 19.99 | |
| Tableau Software Inc Cl A | 3.7 | $70M | 1.3M | 55.27 | |
| Liberty Broadband Cl C (LBRDK) | 3.2 | $62M | 860k | 71.48 | |
| Radware Ltd ord (RDWR) | 3.1 | $59M | 4.3M | 13.74 | |
| PROS Holdings (PRO) | 2.5 | $48M | 2.1M | 22.61 | |
| Aetna | 2.4 | $46M | 401k | 115.45 | |
| Workiva Inc equity us cm (WK) | 2.3 | $44M | 2.4M | 18.13 | |
| GenMark Diagnostics | 2.2 | $42M | 3.6M | 11.80 | |
| Alphabet Inc Class C cs (GOOG) | 2.2 | $42M | 53k | 777.28 | |
| Celgene Corporation | 2.1 | $40M | 380k | 104.53 | |
| Biogen Idec (BIIB) | 2.1 | $39M | 125k | 313.03 | |
| American Tower Reit (AMT) | 2.0 | $37M | 329k | 113.33 | |
| Endologix | 1.9 | $36M | 2.8M | 12.80 | |
| Varonis Sys (VRNS) | 1.8 | $35M | 1.2M | 30.10 | |
| Activision Blizzard | 1.8 | $35M | 785k | 44.30 | |
| Travelport Worldwide | 1.6 | $31M | 2.1M | 15.03 | |
| Nanostring Technologies (NSTGQ) | 1.5 | $29M | 1.5M | 19.98 | |
| Amazon (AMZN) | 1.5 | $28M | 33k | 837.30 | |
| Henry Schein (HSIC) | 1.3 | $24M | 150k | 162.98 | |
| Alibaba Group Holding (BABA) | 1.2 | $22M | 207k | 105.79 | |
| Universal Health Services (UHS) | 1.0 | $19M | 155k | 123.22 | |
| Commscope Hldg (COMM) | 1.0 | $19M | 635k | 30.11 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.9 | $17M | 62k | 269.97 | |
| Palo Alto Networks (PANW) | 0.8 | $14M | 90k | 159.33 | |
| Libertyinteractivecorp lbtventcoma | 0.7 | $14M | 350k | 39.87 | |
| K2m Group Holdings | 0.7 | $13M | 754k | 17.78 | |
| Microsoft Corporation (MSFT) | 0.7 | $13M | 230k | 57.60 | |
| Wright Medical Group Nv | 0.7 | $13M | 530k | 24.53 | |
| Frontier Communications | 0.6 | $10M | 2.5M | 4.16 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $11M | 13k | 804.08 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.5 | $9.2M | 480k | 19.26 | |
| LogMeIn | 0.5 | $8.5M | 94k | 90.39 | |
| Alder Biopharmaceuticals | 0.4 | $7.9M | 241k | 32.77 | |
| Community Health Systems (CYH) | 0.2 | $4.6M | 400k | 11.54 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $4.0M | 10k | 402.00 | |
| Ariad Pharmaceuticals | 0.2 | $3.4M | 250k | 13.69 | |
| Dbv Technologies S A | 0.2 | $3.4M | 93k | 36.33 | |
| Verint Systems (VRNT) | 0.1 | $2.8M | 75k | 37.63 | |
| Zogenix | 0.1 | $2.2M | 193k | 11.43 | |
| Xbiotech (XBIT) | 0.1 | $1.9M | 140k | 13.46 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $1.6M | 32k | 50.63 | |
| Ironwood Pharmaceuticals (IRWD) | 0.1 | $1.6M | 100k | 15.88 | |
| Match | 0.1 | $1.5M | 82k | 17.79 | |
| VirnetX Holding Corporation | 0.0 | $137k | 45k | 3.05 |
