Cadian Capital Management as of June 30, 2017
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 40 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jazz Pharmaceuticals (JAZZ) | 10.6 | $217M | 1.4M | 155.50 | |
| Palo Alto Networks (PANW) | 9.5 | $196M | 1.5M | 133.81 | |
| Altaba | 7.9 | $163M | 3.0M | 54.48 | |
| Electronics For Imaging | 5.9 | $120M | 2.5M | 47.38 | |
| Tableau Software Inc Cl A | 4.8 | $98M | 1.6M | 61.27 | |
| Varonis Sys (VRNS) | 4.4 | $89M | 2.4M | 37.20 | |
| Zayo Group Hldgs | 4.0 | $82M | 2.7M | 30.90 | |
| Radware Ltd ord (RDWR) | 3.7 | $75M | 4.3M | 17.54 | |
| Yandex Nv-a (YNDX) | 3.6 | $75M | 2.8M | 26.24 | |
| Facebook Inc cl a (META) | 3.5 | $72M | 479k | 150.98 | |
| CIGNA Corporation | 3.4 | $70M | 420k | 167.39 | |
| Etsy (ETSY) | 3.3 | $67M | 4.5M | 15.00 | |
| IAC/InterActive | 2.8 | $57M | 552k | 103.24 | |
| Metropcs Communications (TMUS) | 2.4 | $49M | 810k | 60.62 | |
| Zendesk | 2.3 | $48M | 1.7M | 27.78 | |
| GenMark Diagnostics | 2.3 | $47M | 4.0M | 11.83 | |
| Commscope Hldg (COMM) | 2.3 | $46M | 1.2M | 38.03 | |
| Zynga | 2.1 | $43M | 12M | 3.64 | |
| PROS Holdings (PRO) | 1.9 | $38M | 1.4M | 27.39 | |
| Liberty Broadband Cl C (LBRDK) | 1.8 | $37M | 431k | 86.75 | |
| Nanostring Technologies (NSTGQ) | 1.7 | $35M | 2.1M | 16.54 | |
| Talend S A ads | 1.7 | $34M | 981k | 34.78 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 1.4 | $28M | 2.3M | 12.51 | |
| Paypal Holdings (PYPL) | 1.2 | $25M | 471k | 53.67 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $25M | 27k | 929.67 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $23M | 26k | 908.73 | |
| Blueprint Medicines (BPMC) | 1.1 | $23M | 457k | 50.67 | |
| Alexion Pharmaceuticals | 1.0 | $21M | 175k | 121.67 | |
| Sarepta Therapeutics (SRPT) | 1.0 | $21M | 622k | 33.71 | |
| Apptio Inc cl a | 1.0 | $21M | 1.2M | 17.35 | |
| American Tower Reit (AMT) | 1.0 | $20M | 151k | 132.32 | |
| Portola Pharmaceuticals | 0.9 | $18M | 326k | 56.17 | |
| Liberty Media Corp Series C Li | 0.8 | $17M | 455k | 36.62 | |
| Time Warner | 0.7 | $15M | 150k | 100.41 | |
| Emerald Expositions Events | 0.5 | $11M | 500k | 21.90 | |
| Barracuda Networks | 0.4 | $7.5M | 325k | 23.06 | |
| Wayfair (W) | 0.4 | $7.7M | 100k | 76.88 | |
| Sage Therapeutics (SAGE) | 0.2 | $4.3M | 55k | 79.63 | |
| Alibaba Group Holding (BABA) | 0.1 | $2.8M | 20k | 140.90 | |
| Spark Therapeutics | 0.1 | $1.8M | 30k | 59.73 |
