Cadian Capital Management

Cadian Capital Management as of March 31, 2021

Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 53 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Liberty Broadband Corp Com Ser C (LBRDK) 12.4 $335M 2.2M 150.15
Palo Alto Networks (PANW) 8.7 $236M 734k 322.06
Uber Technologies (UBER) 7.4 $201M 3.7M 54.51
Zendesk 7.0 $189M 1.4M 132.62
Facebook Cl A (META) 6.0 $162M 551k 294.53
Zynga Cl A 5.8 $156M 15M 10.21
Fidelity National Information Services (FIS) 4.9 $134M 950k 140.61
Booking Holdings (BKNG) 4.5 $122M 52k 2329.84
Anaplan 3.9 $107M 2.0M 53.85
Zogenix Com New 3.8 $103M 5.3M 19.52
Alphabet Cap Stk Cl A (GOOGL) 3.5 $94M 46k 2062.52
Blueprint Medicines (BPMC) 3.3 $89M 914k 97.23
Yandex N V Shs Class A (NBIS) 3.1 $83M 1.3M 64.06
Radware Ord (RDWR) 2.8 $75M 2.9M 26.08
Netflix (NFLX) 2.1 $57M 110k 521.66
Doordash Cl A (DASH) 2.1 $56M 425k 131.13
Eventbrite Com Cl A (EB) 1.9 $50M 2.3M 22.16
Etsy (ETSY) 1.6 $44M 220k 201.67
Spotify Technology S A SHS (SPOT) 1.6 $43M 160k 267.95
Altice Usa Cl A (ATUS) 1.5 $42M 1.3M 32.53
Pegasystems (PEGA) 1.5 $40M 349k 114.34
Wayfair Cl A (W) 1.2 $32M 100k 314.75
Nice Sponsored Adr (NICE) 1.0 $28M 128k 217.97
Austerlitz Acquisition Corp Unit 99/99/9999 0.9 $23M 2.3M 10.03
Five9 (FIVN) 0.8 $23M 144k 156.33
Playtika Hldg Corp (PLTK) 0.8 $20M 750k 27.21
Varonis Sys (VRNS) 0.7 $18M 346k 51.34
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.6 $16M 470k 34.05
Northern Star Invest Corp Ii Unit 02/25/2028 0.6 $15M 1.5M 9.95
Northern Star Invest Corp Iv Unit 02/25/2028 0.6 $15M 1.5M 9.92
Nightdragon Acquisition Corp Unit 02/26/20266 0.4 $10M 1.0M 10.20
Warburg Pincus Captal Corp I Unit 99/99/9999 0.4 $10M 1.0M 10.08
Austerlitz Acquisition Corp Unit 99/99/9999 0.4 $10M 1.0M 10.04
Warburg Pincus Captal Corp I Unit 99/99/9999 0.4 $10M 1.0M 9.98
Two Com Cl A 0.4 $10M 1.0M 9.95
Thoma Bravo Advantage Com Cl A 0.3 $7.3M 700k 10.45
Oscar Health Cl A (OSCR) 0.2 $6.7M 250k 26.88
Crucible Acquisition Corp Com Cl A 0.2 $6.0M 600k 10.06
Marlin Technology Corp Cl A Shs 0.2 $5.8M 600k 9.61
Arrowroot Acquisition Corp Unit 01/29/2026 0.2 $5.0M 500k 9.95
Atlas Crest Investment Corp Unit 99/99/9999 0.1 $4.0M 400k 10.01
Finserv Acquisition Corp Ii Unit 02/17/2026 0.1 $3.0M 300k 9.97
Kkr Acquisition Holding I Unit 99/99/9999 0.1 $2.5M 250k 10.01
Altimeter Growth Corp 2 Com Cl A 0.1 $1.6M 150k 10.38
Kernel Group Holdings Cl A Shs (KRNL) 0.1 $1.5M 150k 9.67
Liberty Media Acquisition Com Sr A 0.0 $1.2M 120k 10.11
Svf Investment Corp 2 Cl A Shs 0.0 $505k 50k 10.10
Svf Investment Corp 3 Cl A Shs 0.0 $505k 50k 10.10
Crucible Acquisition Corp *w Exp 12/26/202 0.0 $278k 200k 1.39
Marlin Technology Corp *w Exp 01/12/202 0.0 $163k 200k 0.81
Ftac Athena Acquisition Corp Unit 99/99/9999 0.0 $100k 10k 10.00
Liberty Media Acquisition *w Exp 01/22/202 0.0 $80k 24k 3.33
Kernel Group Holdings *w Exp 02/02/202 (KRNLW) 0.0 $56k 75k 0.75