Cadian Capital Management as of Dec. 31, 2016
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 43 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jazz Pharmaceuticals (JAZZ) | 8.9 | $168M | 1.5M | 109.03 | |
| Tableau Software Inc Cl A | 8.8 | $165M | 3.9M | 42.15 | |
| IAC/InterActive | 7.0 | $132M | 2.0M | 64.79 | |
| Electronics For Imaging | 6.5 | $122M | 2.8M | 43.86 | |
| Paypal Holdings (PYPL) | 6.5 | $121M | 3.1M | 39.47 | |
| Palo Alto Networks (PANW) | 4.8 | $90M | 723k | 125.05 | |
| Liberty Broadband Cl C (LBRDK) | 4.5 | $84M | 1.1M | 74.07 | |
| American Tower Reit (AMT) | 4.2 | $78M | 742k | 105.68 | |
| Expedia (EXPE) | 4.0 | $76M | 671k | 113.28 | |
| Zayo Group Hldgs | 3.6 | $67M | 2.0M | 32.86 | |
| Radware Ltd ord (RDWR) | 3.2 | $61M | 4.2M | 14.58 | |
| Metropcs Communications (TMUS) | 2.8 | $52M | 910k | 57.51 | |
| Pegasystems (PEGA) | 2.6 | $48M | 1.3M | 36.00 | |
| Shire | 2.5 | $47M | 273k | 170.38 | |
| Nanostring Technologies (NSTGQ) | 2.4 | $44M | 2.0M | 22.30 | |
| GenMark Diagnostics | 2.1 | $40M | 3.3M | 12.24 | |
| Commscope Hldg (COMM) | 2.1 | $40M | 1.1M | 37.20 | |
| Biogen Idec (BIIB) | 2.1 | $39M | 138k | 283.58 | |
| Wayfair (W) | 2.0 | $38M | 1.1M | 35.05 | |
| Alphabet Inc Class C cs (GOOG) | 1.9 | $35M | 46k | 771.83 | |
| Varonis Sys (VRNS) | 1.8 | $34M | 1.3M | 26.80 | |
| PROS Holdings (PRO) | 1.8 | $33M | 1.5M | 21.52 | |
| Yandex Nv-a (YNDX) | 1.8 | $33M | 1.6M | 20.13 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.6 | $30M | 105k | 287.92 | |
| Alphabet Inc Class A cs (GOOGL) | 1.4 | $27M | 34k | 792.46 | |
| Microsoft Corporation (MSFT) | 1.4 | $27M | 430k | 62.14 | |
| Verint Systems (VRNT) | 1.2 | $22M | 620k | 35.25 | |
| Celgene Corporation | 0.9 | $16M | 140k | 115.75 | |
| Zimmer Holdings (ZBH) | 0.8 | $16M | 155k | 103.20 | |
| K2m Group Holdings | 0.8 | $15M | 726k | 20.04 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.8 | $14M | 919k | 15.57 | |
| Zynga | 0.7 | $13M | 5.0M | 2.57 | |
| Workiva Inc equity us cm (WK) | 0.6 | $12M | 861k | 13.65 | |
| Sarepta Therapeutics (SRPT) | 0.5 | $9.6M | 349k | 27.43 | |
| Frontier Communications | 0.5 | $8.5M | 2.5M | 3.38 | |
| Liberty Expedia Holdings ser a | 0.3 | $5.6M | 140k | 39.67 | |
| LogMeIn | 0.2 | $3.4M | 35k | 96.54 | |
| Dbv Technologies S A | 0.2 | $2.9M | 83k | 35.12 | |
| Wright Medical Group Nv | 0.1 | $2.7M | 119k | 22.98 | |
| Zogenix | 0.1 | $2.2M | 183k | 12.15 | |
| Alder Biopharmaceuticals | 0.1 | $2.1M | 101k | 20.80 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.1 | $1.9M | 76k | 24.54 | |
| Lions Gate Entmnt Corp cl a vtg (LGF.A) | 0.1 | $948k | 35k | 26.90 |
