Cadian Capital Management as of June 30, 2019
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 28 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 13.4 | $296M | 1.4M | 217.53 | |
| Palo Alto Networks (PANW) | 12.1 | $269M | 1.3M | 203.76 | |
| Spotify Technology Sa (SPOT) | 7.6 | $168M | 1.1M | 146.22 | |
| Zogenix | 7.1 | $157M | 3.3M | 47.78 | |
| Zynga | 5.8 | $128M | 21M | 6.13 | |
| Yandex Nv-a (YNDX) | 5.6 | $124M | 3.3M | 38.00 | |
| Portola Pharmaceuticals | 5.0 | $111M | 4.1M | 27.13 | |
| Radware Ltd ord (RDWR) | 4.8 | $107M | 4.3M | 24.73 | |
| Pegasystems (PEGA) | 4.7 | $105M | 1.5M | 71.21 | |
| Facebook Inc cl a (META) | 4.3 | $97M | 500k | 193.00 | |
| Sarepta Therapeutics (SRPT) | 3.8 | $83M | 549k | 151.95 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.6 | $79M | 200k | 395.18 | |
| Netflix (NFLX) | 2.9 | $64M | 175k | 367.32 | |
| Varonis Sys (VRNS) | 2.8 | $61M | 990k | 61.94 | |
| Booking Holdings (BKNG) | 2.5 | $56M | 30k | 1874.70 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 2.3 | $52M | 2.5M | 20.80 | |
| Guidewire Software (GWRE) | 2.3 | $50M | 494k | 101.38 | |
| Blueprint Medicines (BPMC) | 2.2 | $49M | 523k | 94.33 | |
| Nanostring Technologies (NSTGQ) | 2.1 | $46M | 1.5M | 30.35 | |
| GenMark Diagnostics | 1.6 | $37M | 5.6M | 6.49 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 1.1 | $24M | 624k | 38.97 | |
| Headhunter Group | 0.7 | $15M | 910k | 16.25 | |
| CVS Caremark Corporation (CVS) | 0.5 | $11M | 200k | 54.49 | |
| Dentsply Sirona (XRAY) | 0.4 | $8.2M | 140k | 58.36 | |
| Amicus Therapeutics (FOLD) | 0.3 | $7.5M | 600k | 12.48 | |
| Gtt Communications | 0.3 | $6.2M | 350k | 17.60 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.2 | $5.6M | 149k | 37.98 | |
| Accelr8 Technology | 0.0 | $385k | 17k | 22.88 |
