Cadian Capital Management as of March 31, 2011
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 41 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ON Semiconductor (ON) | 9.1 | $176M | 18M | 9.86 | |
| NCR Corporation (VYX) | 7.7 | $150M | 7.9M | 18.84 | |
| Solutia | 7.4 | $144M | 5.7M | 25.40 | |
| Express Scripts | 5.0 | $96M | 1.7M | 55.61 | |
| Aspen Technology | 4.9 | $95M | 6.4M | 14.99 | |
| Verint Systems (VRNT) | 4.7 | $92M | 2.6M | 35.84 | |
| NetScout Systems (NTCT) | 4.3 | $84M | 3.1M | 27.32 | |
| Equinix | 4.1 | $80M | 882k | 91.10 | |
| Thoratec Corporation | 3.7 | $73M | 2.8M | 25.93 | |
| MF Global Holdings | 3.7 | $73M | 8.8M | 8.28 | |
| NVR (NVR) | 3.5 | $68M | 89k | 756.00 | |
| Toll Brothers (TOL) | 3.1 | $60M | 3.1M | 19.77 | |
| Amkor Technology (AMKR) | 3.1 | $60M | 8.9M | 6.74 | |
| CareFusion Corporation | 2.9 | $56M | 2.0M | 28.20 | |
| Skechers USA (SKX) | 2.9 | $56M | 2.7M | 20.54 | |
| Taleo Corporation | 2.8 | $55M | 1.5M | 35.65 | |
| Watsco, Incorporated (WSO) | 2.7 | $52M | 750k | 69.71 | |
| Cepheid | 2.4 | $47M | 1.7M | 28.02 | |
| Nice Systems (NICE) | 2.1 | $40M | 1.1M | 36.94 | |
| Charles River Laboratories (CRL) | 1.8 | $35M | 920k | 38.38 | |
| Verigy | 1.7 | $33M | 2.3M | 14.09 | |
| Life Technologies | 1.6 | $32M | 605k | 52.42 | |
| Lattice Semiconductor (LSCC) | 1.4 | $28M | 4.7M | 5.90 | |
| Radware Ltd ord (RDWR) | 1.4 | $27M | 771k | 35.44 | |
| Cogo (COGO) | 1.4 | $27M | 3.3M | 8.07 | |
| PMC-Sierra | 1.4 | $26M | 3.5M | 7.51 | |
| Savvis | 1.4 | $26M | 706k | 37.09 | |
| Kemet Corporation Cmn | 1.3 | $25M | 1.7M | 14.83 | |
| Rackspace Hosting | 1.1 | $21M | 500k | 42.85 | |
| Abercrombie & Fitch (ANF) | 1.0 | $19M | 328k | 58.70 | |
| Nxp Semiconductors N V (NXPI) | 0.9 | $18M | 609k | 29.97 | |
| NetGear (NTGR) | 0.7 | $14M | 428k | 32.44 | |
| National CineMedia | 0.5 | $11M | 562k | 18.67 | |
| Adecoagro S A (AGRO) | 0.4 | $8.1M | 600k | 13.48 | |
| Sirona Dental Systems | 0.3 | $6.9M | 137k | 50.16 | |
| Aixtron | 0.3 | $6.6M | 150k | 43.88 | |
| Sierra Wireless | 0.3 | $5.8M | 527k | 10.93 | |
| Power-One | 0.2 | $4.7M | 536k | 8.75 | |
| Smart Modular Technologies | 0.2 | $3.9M | 500k | 7.76 | |
| Aruba Networks | 0.2 | $3.4M | 100k | 33.84 | |
| STR Holdings | 0.1 | $2.9M | 153k | 19.18 |
