Cadian Capital Management as of March 31, 2019
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 32 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 13.6 | $350M | 1.7M | 210.11 | |
| Altaba | 10.9 | $279M | 3.8M | 74.12 | |
| Palo Alto Networks (PANW) | 8.8 | $226M | 929k | 242.88 | |
| Spotify Technology Sa (SPOT) | 6.3 | $161M | 1.2M | 138.80 | |
| Pegasystems (PEGA) | 5.5 | $141M | 2.2M | 65.00 | |
| Portola Pharmaceuticals | 5.4 | $138M | 4.0M | 34.70 | |
| Tableau Software Inc Cl A | 5.1 | $131M | 1.0M | 127.28 | |
| Zynga | 4.6 | $118M | 22M | 5.33 | |
| Yandex Nv-a (YNDX) | 4.4 | $112M | 3.3M | 34.34 | |
| Radware Ltd ord (RDWR) | 4.4 | $112M | 4.3M | 26.13 | |
| Booking Holdings (BKNG) | 3.1 | $79M | 45k | 1744.91 | |
| Electronics For Imaging | 3.0 | $76M | 2.8M | 26.90 | |
| Zogenix | 2.9 | $73M | 1.3M | 55.01 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.9 | $73M | 211k | 346.91 | |
| Sarepta Therapeutics (SRPT) | 2.8 | $73M | 611k | 119.19 | |
| Facebook Inc cl a (META) | 2.7 | $70M | 417k | 166.69 | |
| Alphabet Inc Class A cs (GOOGL) | 2.0 | $50M | 43k | 1176.89 | |
| Guidewire Software (GWRE) | 1.6 | $41M | 426k | 97.16 | |
| GenMark Diagnostics | 1.4 | $37M | 5.2M | 7.09 | |
| Instructure | 1.3 | $33M | 705k | 47.12 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 1.3 | $33M | 1.1M | 29.85 | |
| Netflix (NFLX) | 1.2 | $31M | 88k | 356.56 | |
| Varonis Sys (VRNS) | 1.2 | $30M | 502k | 59.63 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 1.2 | $30M | 1.1M | 26.91 | |
| Dentsply Sirona (XRAY) | 0.7 | $17M | 340k | 49.59 | |
| Blueprint Medicines (BPMC) | 0.6 | $16M | 200k | 80.05 | |
| Nanostring Technologies (NSTGQ) | 0.5 | $14M | 565k | 23.93 | |
| Ebix (EBIXQ) | 0.3 | $8.8M | 179k | 49.37 | |
| Accelr8 Technology | 0.2 | $6.3M | 298k | 21.02 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.1 | $3.4M | 89k | 38.24 | |
| Amicus Therapeutics (FOLD) | 0.1 | $2.7M | 200k | 13.60 | |
| Gtt Communications | 0.0 | $701k | 20k | 34.70 |
