Cadian Capital Management as of Dec. 31, 2010
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 64 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ON Semiconductor (ON) | 9.5 | $199M | 20M | 9.88 | |
| NCR Corporation (VYX) | 5.3 | $110M | 7.2M | 15.37 | |
| MasterCard Incorporated (MA) | 5.1 | $105M | 470k | 224.12 | |
| Solutia | 4.9 | $102M | 4.4M | 23.08 | |
| Express Scripts | 4.5 | $93M | 1.7M | 54.05 | |
| Verint Systems (VRNT) | 4.1 | $85M | 2.7M | 31.70 | |
| Equinix | 4.0 | $82M | 1.0M | 81.26 | |
| Verigy | 3.7 | $77M | 5.9M | 13.02 | |
| Charles River Laboratories (CRL) | 3.4 | $70M | 2.0M | 35.54 | |
| Aspen Technology | 3.1 | $64M | 5.1M | 12.70 | |
| Research In Motion | 3.1 | $64M | 1.1M | 58.13 | |
| Amkor Technology (AMKR) | 3.0 | $63M | 8.5M | 7.41 | |
| NVR (NVR) | 3.0 | $63M | 91k | 691.02 | |
| Toll Brothers (TOL) | 2.8 | $59M | 3.1M | 19.00 | |
| Abercrombie & Fitch (ANF) | 2.4 | $50M | 871k | 57.63 | |
| Cepheid | 2.4 | $50M | 2.2M | 22.75 | |
| Skechers USA (SKX) | 2.3 | $48M | 2.4M | 20.00 | |
| NetScout Systems (NTCT) | 2.2 | $47M | 2.0M | 23.01 | |
| Qualcomm (QCOM) | 2.2 | $45M | 910k | 49.49 | |
| 1.9 | $39M | 65k | 593.97 | ||
| Watsco, Incorporated (WSO) | 1.8 | $38M | 605k | 63.08 | |
| MF Global Holdings | 1.6 | $34M | 4.1M | 8.36 | |
| Radware Ltd ord (RDWR) | 1.6 | $34M | 906k | 37.51 | |
| Life Technologies | 1.5 | $31M | 565k | 55.50 | |
| Lattice Semiconductor (LSCC) | 1.5 | $31M | 5.2M | 6.06 | |
| Taleo Corporation | 1.4 | $29M | 1.0M | 27.65 | |
| EMC Corporation | 1.3 | $28M | 1.2M | 22.90 | |
| Nice Systems (NICE) | 1.2 | $25M | 725k | 34.90 | |
| Cogo (COGO) | 1.1 | $24M | 2.7M | 8.85 | |
| Cree | 0.9 | $19M | 285k | 65.89 | |
| Monolithic Power Systems (MPWR) | 0.9 | $19M | 1.1M | 16.52 | |
| General Motors Company (GM) | 0.9 | $18M | 500k | 36.86 | |
| Micron Technology (MU) | 0.8 | $16M | 2.0M | 8.02 | |
| Visa (V) | 0.8 | $16M | 229k | 70.38 | |
| Ltx Credence Corporation | 0.8 | $16M | 2.1M | 7.40 | |
| Autodesk (ADSK) | 0.7 | $15M | 395k | 38.20 | |
| CommVault Systems (CVLT) | 0.7 | $15M | 505k | 28.62 | |
| Digital River | 0.7 | $14M | 410k | 34.42 | |
| Monsanto Company | 0.7 | $14M | 195k | 69.64 | |
| Kemet Corporation Cmn | 0.6 | $13M | 901k | 14.58 | |
| SanDisk Corporation | 0.5 | $11M | 212k | 49.86 | |
| PMC-Sierra | 0.5 | $9.6M | 1.1M | 8.59 | |
| Infinera (INFN) | 0.4 | $8.9M | 865k | 10.33 | |
| Aixtron | 0.4 | $8.7M | 235k | 37.20 | |
| Power-One | 0.4 | $8.2M | 800k | 10.20 | |
| American Superconductor Corporation | 0.4 | $7.7M | 271k | 28.59 | |
| Tesla Motors (TSLA) | 0.3 | $7.2M | 270k | 26.63 | |
| Pacific Biosciences of California (PACB) | 0.3 | $6.8M | 428k | 15.91 | |
| Sirona Dental Systems | 0.3 | $6.0M | 144k | 41.78 | |
| Harley-Davidson (HOG) | 0.3 | $5.7M | 163k | 34.67 | |
| National CineMedia | 0.2 | $5.2M | 263k | 19.91 | |
| Cisco Systems (CSCO) | 0.2 | $4.8M | 235k | 20.23 | |
| Teradyne (TER) | 0.2 | $4.0M | 285k | 14.04 | |
| STR Holdings | 0.2 | $4.0M | 201k | 20.00 | |
| Rackspace Hosting | 0.1 | $3.1M | 100k | 31.41 | |
| Jones Group | 0.1 | $3.1M | 200k | 15.54 | |
| 99 Cents Only Stores | 0.1 | $2.6M | 165k | 15.94 | |
| FleetCor Technologies | 0.1 | $2.4M | 79k | 30.92 | |
| Xilinx | 0.1 | $2.2M | 76k | 28.98 | |
| Aruba Networks | 0.1 | $2.1M | 100k | 20.88 | |
| NetSpend Holdings | 0.1 | $1.9M | 150k | 12.82 | |
| Youku | 0.1 | $1.7M | 48k | 35.00 | |
| Rubicon Technology | 0.0 | $668k | 32k | 21.08 | |
| Daqo New Energy | 0.0 | $696k | 69k | 10.16 |
