Cadian Capital Management as of March 31, 2018
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 29 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 12.1 | $224M | 1.4M | 156.38 | |
| Jazz Pharmaceuticals (JAZZ) | 9.9 | $183M | 1.2M | 150.99 | |
| Palo Alto Networks (PANW) | 9.0 | $167M | 922k | 181.52 | |
| Tableau Software Inc Cl A | 7.6 | $140M | 1.7M | 80.82 | |
| Booking Holdings (BKNG) | 7.1 | $131M | 63k | 2080.39 | |
| Electronics For Imaging | 6.0 | $111M | 4.1M | 27.33 | |
| Zayo Group Hldgs | 5.8 | $106M | 3.1M | 34.16 | |
| American Tower Reit (AMT) | 5.6 | $103M | 710k | 145.34 | |
| Facebook Inc cl a (META) | 4.7 | $86M | 540k | 159.79 | |
| Zogenix | 4.7 | $86M | 2.2M | 40.05 | |
| Comcast Corporation (CMCSA) | 4.4 | $82M | 2.4M | 34.17 | |
| Yandex Nv-a (YNDX) | 3.7 | $69M | 1.8M | 39.45 | |
| Radware Ltd ord (RDWR) | 3.4 | $63M | 3.0M | 21.35 | |
| Zynga | 3.0 | $56M | 15M | 3.66 | |
| Portola Pharmaceuticals | 2.2 | $41M | 1.2M | 32.66 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 1.6 | $29M | 750k | 38.32 | |
| GenMark Diagnostics | 1.5 | $27M | 5.0M | 5.44 | |
| Mimecast | 1.2 | $23M | 636k | 35.43 | |
| Trivago N V spon ads a | 1.1 | $21M | 3.0M | 6.95 | |
| Nanostring Technologies (NSTGQ) | 1.0 | $19M | 2.5M | 7.51 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $15M | 15k | 1037.14 | |
| Gw Pharmaceuticals Plc ads | 0.8 | $15M | 132k | 112.67 | |
| Ellie Mae | 0.8 | $14M | 155k | 91.94 | |
| Zendesk | 0.7 | $12M | 256k | 47.87 | |
| Intersect Ent | 0.5 | $9.9M | 253k | 39.30 | |
| Dbv Technologies S A | 0.5 | $8.3M | 358k | 23.07 | |
| Argenx Se (ARGX) | 0.3 | $6.4M | 80k | 80.44 | |
| Incyte Corporation (INCY) | 0.1 | $1.2M | 15k | 83.33 | |
| Altaba | 0.0 | $740k | 10k | 74.00 |
