Cadian Capital Management as of Dec. 31, 2018
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 29 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 8.8 | $189M | 1.0M | 188.35 | |
| Altaba | 7.4 | $160M | 2.8M | 57.94 | |
| Yandex Nv-a (YNDX) | 7.1 | $152M | 5.6M | 27.35 | |
| Spotify Technology Sa (SPOT) | 7.0 | $151M | 1.3M | 113.50 | |
| Portola Pharmaceuticals | 5.9 | $126M | 6.5M | 19.52 | |
| Alphabet Inc Class A cs (GOOGL) | 5.8 | $125M | 120k | 1044.96 | |
| Booking Holdings (BKNG) | 5.6 | $121M | 70k | 1722.41 | |
| IAC/InterActive | 5.2 | $113M | 615k | 183.04 | |
| Zynga | 5.0 | $107M | 27M | 3.93 | |
| Zogenix | 4.6 | $99M | 2.7M | 36.46 | |
| Tableau Software Inc Cl A | 4.3 | $93M | 772k | 120.00 | |
| Electronics For Imaging | 3.9 | $84M | 3.4M | 24.80 | |
| Radware Ltd ord (RDWR) | 3.9 | $83M | 3.6M | 22.71 | |
| Facebook Inc cl a (META) | 3.9 | $83M | 632k | 131.09 | |
| Pegasystems (PEGA) | 3.5 | $76M | 1.6M | 47.83 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.3 | $71M | 250k | 284.97 | |
| Zendesk | 3.2 | $68M | 1.2M | 58.37 | |
| Instructure | 2.1 | $46M | 1.2M | 37.51 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 2.0 | $43M | 2.3M | 18.73 | |
| Nanostring Technologies (NSTGQ) | 1.6 | $34M | 2.3M | 14.83 | |
| Sarepta Therapeutics (SRPT) | 1.4 | $31M | 282k | 109.13 | |
| GenMark Diagnostics | 1.1 | $24M | 5.0M | 4.86 | |
| Guidewire Software (GWRE) | 0.7 | $15M | 191k | 80.23 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.6 | $14M | 370k | 36.98 | |
| Jazz Pharmaceuticals (JAZZ) | 0.6 | $12M | 100k | 123.96 | |
| First Data | 0.5 | $11M | 650k | 16.91 | |
| Incyte Corporation (INCY) | 0.3 | $7.5M | 118k | 63.59 | |
| Ebix (EBIXQ) | 0.3 | $7.6M | 179k | 42.56 | |
| Gtt Communications | 0.1 | $2.2M | 95k | 23.66 |
