Cadian Capital Management as of March 31, 2023
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 26 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 15.9 | $255M | 1.3M | 199.74 | |
| Braze Com Cl A (BRZE) | 12.0 | $193M | 5.6M | 34.57 | |
| Hubspot (HUBS) | 11.7 | $188M | 439k | 428.75 | |
| Pegasystems (PEGA) | 9.1 | $147M | 3.0M | 48.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $114M | 1.1M | 103.73 | |
| Uber Technologies (UBER) | 6.3 | $101M | 3.2M | 31.70 | |
| Sprinklr Cl A (CXM) | 6.2 | $99M | 7.7M | 12.96 | |
| New York Times Cl A (NYT) | 6.1 | $98M | 2.5M | 38.88 | |
| Eventbrite Com Cl A (EB) | 4.0 | $64M | 7.5M | 8.58 | |
| Planet Fitness Cl A (PLNT) | 3.5 | $56M | 716k | 77.67 | |
| Varonis Sys (VRNS) | 3.1 | $51M | 1.9M | 26.01 | |
| Datadog Cl A Com (DDOG) | 3.1 | $49M | 675k | 72.66 | |
| Procore Technologies (PCOR) | 2.7 | $43M | 689k | 62.63 | |
| Tcv Acquisition Corp Cl A Shs | 1.8 | $28M | 2.8M | 10.24 | |
| Microsoft Corporation (MSFT) | 1.7 | $27M | 93k | 288.30 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.6 | $25M | 225k | 111.79 | |
| Zoominfo Technologies Common Stock (ZI) | 1.2 | $20M | 790k | 24.71 | |
| Mirum Pharmaceuticals (MIRM) | 1.1 | $18M | 735k | 24.02 | |
| Cryoport Com Par $0.001 (CYRX) | 0.8 | $13M | 543k | 24.00 | |
| Two Com Cl A | 0.6 | $10M | 1.0M | 10.25 | |
| Lucid Group (LCID) | 0.2 | $3.8M | 475k | 8.04 | |
| Gamestop Corp Cl A (GME) | 0.2 | $3.5M | 150k | 23.02 | |
| Arrowroot Acquisition Corp *w Exp 03/02/202 | 0.0 | $32k | 250k | 0.13 | |
| Northern Star Invest Corp Iv *w Exp 02/25/202 (NSTDW) | 0.0 | $12k | 250k | 0.05 | |
| Kernel Group Holdings *w Exp 02/02/202 (KRNLW) | 0.0 | $8.8k | 75k | 0.12 | |
| Finserv Acquisition Corp Ii *w Exp 02/17/202 | 0.0 | $3.3k | 75k | 0.04 |
