Cadian Capital Management as of Sept. 30, 2019
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 26 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 15.8 | $332M | 1.5M | 217.97 | |
| Palo Alto Networks (PANW) | 12.3 | $259M | 1.3M | 203.83 | |
| Zynga | 7.9 | $166M | 29M | 5.82 | |
| Zogenix | 6.6 | $139M | 3.5M | 40.04 | |
| Spotify Technology Sa (SPOT) | 6.1 | $129M | 1.1M | 114.00 | |
| Varonis Sys (VRNS) | 5.4 | $113M | 1.9M | 59.78 | |
| Blueprint Medicines (BPMC) | 5.0 | $104M | 1.4M | 73.47 | |
| Radware Ltd ord (RDWR) | 4.9 | $103M | 4.2M | 24.26 | |
| Pegasystems (PEGA) | 4.7 | $99M | 1.5M | 68.05 | |
| Portola Pharmaceuticals | 4.7 | $98M | 3.7M | 26.82 | |
| Sarepta Therapeutics (SRPT) | 4.5 | $94M | 1.3M | 75.32 | |
| Zendesk | 3.7 | $77M | 1.1M | 72.88 | |
| Booking Holdings (BKNG) | 2.8 | $59M | 30k | 1962.60 | |
| Guidewire Software (GWRE) | 2.8 | $59M | 556k | 105.38 | |
| Nanostring Technologies (NSTGQ) | 2.5 | $54M | 2.5M | 21.59 | |
| Yandex Nv-a (YNDX) | 2.3 | $48M | 1.4M | 35.01 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.2 | $45M | 110k | 412.12 | |
| GenMark Diagnostics | 1.6 | $34M | 5.6M | 6.06 | |
| Eventbrite (EB) | 1.3 | $27M | 1.5M | 17.71 | |
| Headhunter Group | 0.8 | $18M | 910k | 19.29 | |
| CVS Caremark Corporation (CVS) | 0.6 | $13M | 200k | 63.07 | |
| Sailpoint Technlgies Hldgs I | 0.4 | $8.6M | 459k | 18.69 | |
| Amicus Therapeutics (FOLD) | 0.4 | $8.0M | 1.0M | 8.02 | |
| Facebook Inc cl a (META) | 0.4 | $8.0M | 45k | 178.09 | |
| Evolus (EOLS) | 0.2 | $5.2M | 334k | 15.62 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.2 | $3.8M | 91k | 41.96 |
