Cadian Capital Management as of Sept. 30, 2018
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 27 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 11.9 | $262M | 1.2M | 216.72 | |
| Palo Alto Networks (PANW) | 7.5 | $165M | 732k | 225.26 | |
| Electronics For Imaging | 6.5 | $144M | 4.2M | 34.08 | |
| Yandex Nv-a (YNDX) | 6.0 | $133M | 4.0M | 32.89 | |
| Tableau Software Inc Cl A | 6.0 | $131M | 1.2M | 111.74 | |
| Booking Holdings (BKNG) | 5.8 | $127M | 64k | 1984.00 | |
| Altaba | 5.5 | $120M | 1.8M | 68.12 | |
| Portola Pharmaceuticals | 5.0 | $111M | 4.2M | 26.63 | |
| Zynga | 5.0 | $109M | 27M | 4.01 | |
| Zogenix | 4.9 | $108M | 2.2M | 49.60 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $87M | 72k | 1207.08 | |
| Pegasystems (PEGA) | 3.3 | $72M | 1.2M | 62.60 | |
| Spotify Technology Sa (SPOT) | 2.9 | $63M | 350k | 180.83 | |
| Facebook Inc cl a (META) | 2.8 | $63M | 380k | 164.46 | |
| Sarepta Therapeutics (SRPT) | 2.8 | $63M | 388k | 161.51 | |
| Radware Ltd ord (RDWR) | 2.8 | $62M | 2.3M | 26.47 | |
| Zayo Group Hldgs | 2.6 | $58M | 1.7M | 34.72 | |
| MercadoLibre (MELI) | 2.5 | $56M | 165k | 340.47 | |
| American Tower Reit (AMT) | 2.5 | $55M | 380k | 145.30 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 2.5 | $55M | 2.0M | 27.67 | |
| Nanostring Technologies (NSTGQ) | 1.9 | $42M | 2.3M | 17.83 | |
| Zendesk | 1.4 | $32M | 445k | 71.00 | |
| GenMark Diagnostics | 1.3 | $28M | 3.8M | 7.35 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.8 | $18M | 56k | 325.88 | |
| Guidewire Software (GWRE) | 0.7 | $15M | 150k | 101.01 | |
| Incyte Corporation (INCY) | 0.6 | $12M | 175k | 69.08 | |
| Intersect Ent | 0.4 | $9.6M | 335k | 28.75 |
