Cadian Capital Management as of Sept. 30, 2017
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 41 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 9.2 | $197M | 1.7M | 117.58 | |
| Electronics For Imaging | 8.8 | $189M | 4.4M | 42.68 | |
| Palo Alto Networks (PANW) | 8.7 | $185M | 1.3M | 144.10 | |
| Jazz Pharmaceuticals (JAZZ) | 8.1 | $172M | 1.2M | 146.25 | |
| Zayo Group Hldgs | 6.5 | $139M | 4.0M | 34.42 | |
| Tableau Software Inc Cl A | 5.1 | $109M | 1.5M | 74.89 | |
| Zendesk | 4.2 | $90M | 3.1M | 29.11 | |
| Varonis Sys (VRNS) | 4.2 | $89M | 2.1M | 41.90 | |
| Radware Ltd ord (RDWR) | 3.2 | $69M | 4.1M | 16.86 | |
| Comcast Corporation (CMCSA) | 3.1 | $66M | 1.7M | 38.48 | |
| Yandex Nv-a (YNDX) | 3.0 | $65M | 2.0M | 32.95 | |
| Facebook Inc cl a (META) | 3.0 | $63M | 371k | 170.87 | |
| Portola Pharmaceuticals | 3.0 | $63M | 1.2M | 54.03 | |
| Zynga | 2.5 | $55M | 14M | 3.78 | |
| American Tower Reit (AMT) | 2.1 | $45M | 326k | 136.68 | |
| Altaba | 1.9 | $40M | 610k | 66.24 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $40M | 41k | 973.73 | |
| GenMark Diagnostics | 1.8 | $39M | 4.0M | 9.63 | |
| Alexion Pharmaceuticals | 1.6 | $34M | 245k | 140.29 | |
| Nanostring Technologies (NSTGQ) | 1.6 | $34M | 2.1M | 16.16 | |
| Alibaba Group Holding (BABA) | 1.6 | $33M | 192k | 172.71 | |
| Liberty Broadband Cl C (LBRDK) | 1.5 | $33M | 342k | 95.30 | |
| Metropcs Communications (TMUS) | 1.5 | $32M | 519k | 61.66 | |
| Trivago N V spon ads a | 1.4 | $31M | 2.9M | 10.85 | |
| Talend S A ads | 1.4 | $30M | 734k | 40.94 | |
| Etsy (ETSY) | 1.2 | $25M | 1.5M | 16.88 | |
| Blueprint Medicines (BPMC) | 1.0 | $22M | 314k | 69.67 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 1.0 | $22M | 2.1M | 10.49 | |
| PROS Holdings (PRO) | 0.9 | $19M | 790k | 24.13 | |
| Evolent Health (EVH) | 0.8 | $17M | 940k | 17.80 | |
| Alphabet Inc Class C cs (GOOG) | 0.8 | $16M | 17k | 959.13 | |
| Tesaro | 0.7 | $14M | 109k | 129.10 | |
| NuVasive | 0.5 | $11M | 195k | 55.46 | |
| Incyte Corporation (INCY) | 0.5 | $10M | 88k | 116.74 | |
| Barracuda Networks | 0.4 | $9.0M | 372k | 24.23 | |
| Apptio Inc cl a | 0.4 | $7.9M | 430k | 18.47 | |
| Sage Therapeutics (SAGE) | 0.3 | $6.7M | 108k | 62.30 | |
| Amicus Therapeutics (FOLD) | 0.3 | $6.0M | 400k | 15.08 | |
| AmerisourceBergen (COR) | 0.2 | $4.0M | 48k | 82.75 | |
| Gw Pharmaceuticals Plc ads | 0.1 | $2.5M | 25k | 101.48 | |
| Axovant Sciences | 0.1 | $1.7M | 250k | 6.88 |
